Frequently Asked Questions (FAQs)
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What is a document credit?
Document credit refers to the credits issued for your subscription based on the chosen plan.
To generate documents, you need to have active credits in your workspace. For example subscribing to a 29$ monthly plan issues 100 document credits for every billing cycle.
Generating a document and delivering it to each configured delivery consumes one document credit. For instance, if you generate an invoice and send it via email to recipients while also uploading it to Google Drive, it will use 2 credits.
Downloading generated document also consumes 1 credit. If you configure your workflow to download the generated document (using Download mode) and also send it to Docusign, it will consume 2 credits.
Can I integrate Docupilot with other software or systems?
Yes, Docupilot provides integration options to connect with popular tools and platforms, such as CRM systems, cloud storage, and more, to simplify your document generation process.
Is my data secure with Docupilot?
Yes, Data security is a top priority for Docupilot. Your data is securely stored and transmitted, with the platform adhering to industry best practices to ensure the protection of your information. Read more on our .
What is the pricing?
Our plans start at 29$ per month. You can more details on our .
I’m new to Docupilot. How do I start a trial account?
You can begin your 30-day free trial today without requiring a credit card, commitment, or agreement by .
How can I upgrade to a paid plan from a trial plan?
To upgrade to a paid plan, go to the Billing and Usage section within the settings page. From there, choose your desired plan and provide your credit card information to finalize the transaction.
What types of payment do you accept?
We Accept Visa, Mastercard, American Express, Discover, Diners Club, JCB, Alipay, Apple Pay, Google Pay, iDEAL, ACH Direct Debit and China UnionPay payments.
Can I change plans any time?
You have the flexibility to switch between plans at any time. When you modify your plan, the monthly payments will be automatically adjusted starting from the next billing cycle. In case of an upgrade, you can immediately take advantage of the additional quota.
What happens when I upgrade my subscription?
You will be charged only a pro-rated amount for the current billing cycle and you can use additional quota right away.
What happens if I hit my Usage Limit?
We will notify you when you consume 80%, 90% and 100% of credits. You will not be able to generate documents once you have hit 100% limit. You can upgrade your account to a higher plan to continue generating the documents.
Is there a cancellation fee?
No, there is no cancellation fee. You have the flexibility to cancel, upgrade, or downgrade at any time.
I need a custom plan for my needs. How can I reach out?
Where can I download my invoices for my subscription?
To obtain the download, navigate to Settings -> Billing and Usage -> Manage Billing, from there, access the billing history and download the required invoice.
Drop us an email with your requirements to .
