Create Customized documents from Freshsales

Send created documents automatically to Freshsales

Create customized documents from Freshsales and send it back automatically

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Docupilot helps you generate PDF, Word, Excel, PowerPoint, Contracts, Agreements, Invoices and more with data from your Freshsales account

Docupilot automatically sends created documents like PDF, Word, Excel, PowerPoint and HTML to your Freshsales account

Create documents like PDF, Word, Excel, PowerPoint and HTML with the data from your Freshsales account and deliver them back to the your Freshsales account or any other favourite apps

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Create and Email Sales Documents When a Lead is Created

Create and Email Sales Documents When a Lead is Created

When a new lead is added in the CRM, you'll want to email a personalized proposal or any personalized sales document, Automatically generate a new document from the lead information and document template and email the generated document and save precious time. Put proposals in front of your sales leads quickly before they go cold.

Generate and Email PDFs from Forms response

When a new user submit's a response in your form like Google Forms, Wufoo, Typeform, FormStack, you will want send an email along with a generated PDF from the data of their response.
Generate and Email PDFs from Forms response
Generate Documents and store in Document Storage for Backup & Audit

Generate Documents and store in Document Storage for Backup & Audit

Furthermore, push the created documents into Google Drive, Dropbox, Box for backup or audit purposes.