Getting Started

What is a Document Template?

A Document template is a pre-formatted and/or pre written document containing placeholders, that can be replaced with your own content so as to quickly create a personalised document.

Why should you create Templates?

Creating and sending documents becomes much easier when you’re not starting from scratch. Build reusable templates with Docupilot to increase your productivity and maintain consistency across all documents created from the templates.

Templates help you achieve

• Automation - Auto-populate data from your CRM, Forms, Online database, etc, and automate your document generation workflow.

• Consistency - Helps you to keep your branding consistent, no more different formatting, different fonts, etc.

• Accuracy - Help you eliminate human errors like including wrong client name, etc.

• Efficiency - Automate tedious document creation. Save an hour per document and use that time to work on your business growth.