Docupilot vs Formstack Documents
Docupilot
docupilot.com
Formstack Documents
formstack.comSide by side
| Figure | Docupilot | Formstack Documents |
|---|---|---|
| Price from | $29/mo | $31.99/mo |
| Free plan | — | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| API | Yes | Yes |
| Plans published | 6 | 10 |
| Spec score · PDF Creation Software | 7.9 (#15) | 8.1 (#11) |
| Spec score · Mail Merge Software | 8.0 (#10) | 8.1 (#9) |
| Spec score · Document Generation Software | 7.9 (#15) | 8.1 (#13) |
| Spec score · Docs Automation | 7.9 (#14) | 7.9 (#15) |
| Spec score · Document Automation Software | 7.9 (#18) | 8.1 (#14) |
| Spec score · Document Template Management Software | 7.9 (#14) | 8.0 (#12) |
| eSignature | eSignature is an add-on, priced from $1.50 per envelope with volume discounts as low as $0.75 per envelope. | Documents integrates with Formstack Sign and DocuSign to collect electronic signatures. |
| Integrations | The site lists Zapier, Make, and Airtable integrations and says the platform connects to 70+ tools. | Formstack connects its products to more than 250 software tools, including Salesforce, Amazon S3, HubSpot, Airtable, and Microsoft. |
| Security | The security page states that data is encrypted in transit and at rest and that Docupilot is certified or compliant with SOC 2 Type II, ISO 27001, GDPR, CCPA, and HIPAA. | Formstack Documents uses SSL, encryption, firewall protection, secure downloads, and document encryption; no merged data is stored. |
Plans
Docupilot
- Starter$29 a month
- Plus$99 a month
- Pro$149 a month
- Premium$199 a month
- Business$399 a month
- Enterprise$699 a month
Formstack Documents
- Suite$250 a month
- Salesforce SolutionsPriced on request
- Enterprise SolutionsPriced on request
- Micro$31.99 a month
- Starter$91.66 a month
- Teams$183.33 a month
- Professional$219.99 a month
- Pro$366.66 a month
- Business$439.99 a month
- EnterprisePriced on request
In their own words
Formstack Documents
Formstack Documents is a cloud, no-code document generation service that turns business data into dynamic files. Users can create templates with the AI-powered Document Builder or upload DOCX, PPTX, PDF and CSV templates. Data from CRMs, form builders, databases and other business systems populates those templates. Conditional logic can show or hide sections, while routing can combine files or generate multiple documents from one source. CRM data can produce proposals, contracts, invoices and reports. Bulk generation, data merging and an open REST API support larger workflows. Documents can be sent to Formstack Sign or DocuSign for electronic signatures. Listed protections include SSL, encryption, firewall protection, secure downloads and document encryption; Formstack says merged data is not stored. HIPAA and GDPR compliance are listed. The service runs on the web and through an API, with documentation and ticket support. A free trial is available, but there is no free plan.