Documents from your templates
Quotes, letters and invoices are filled in from your records and saved to Docupilot.
Docupilot integration
Document automation that fills templates with your data to create PDFs and contracts. Connect Docupilot to OLODESK and use it in the apps and automations your business runs on.
- Category
- Files & documents
Popular ways to use Docupilot
Start with one of these, or describe your own.
Uploads filed for you
Documents clients send land in the right Docupilot folder, named your way.
Files beside the record
A client’s page lists their Docupilot files, so nobody goes looking.
How to connect Docupilot
Request Docupilot
In your portal’s Integrations tab, press Request access next to Docupilot. On Business Starter and Business Pro it’s ready within 24 hours. No account yet? Send a request.
Connect your account
Sign in to Docupilot, or paste the access key from your account.
Describe what you need
OLODESK builds it with you. Try it on real data before it goes live.
On Business Pro, you can also work with your Docupilot data in ChatGPT. AI on OLODESK
More files & documents apps
Google DriveFiles & documentsCloud storage for files and folders, with sharing and access from any device.
Google DocsFiles & documentsOnline documents for writing, editing and commenting together, saved to Google Drive.
DropboxFiles & documentsCloud file storage and sharing for teams, with folders, links and file requests.
PandaDocFiles & documentsProposals, quotes and contracts with templates, e-signatures and payment collection.
DocusignFiles & documentsElectronic signatures for contracts, agreements and forms, with signing order and audit trail.
OneDriveFiles & documentsMicrosoft’s cloud storage for files and folders, with sharing and sync across devices.
Docupilot integration FAQ
Do I need my own Docupilot account?
Yes. You connect the Docupilot account your business already uses.
Which plans include the Docupilot integration?
Business Starter and Business Pro. Press Request access next to it in your portal’s Integrations tab, and it’s ready within 24 hours.
Can I connect more than one Docupilot account?
Yes. Connect as many as you need and choose which one each system uses.
Put Docupilot to work
Start your Free trial, then request Docupilot on Business Starter or Business Pro.