Add Embedded Template Editing to Your Product Experience
With Docupilot’s drag-and-drop editor embedded in your platform, build and customize templates powered by live data - right where they already work.
Why Product Teams Embed Docupilot Instead of Redirecting to Third-Party Tools
3x
increase in document engagement when editing is embedded natively
60%
fewer support queries related to document customization
Higher NPS
from users who don’t have to leave the platform for document creation
Faster go-to-market
with built-in customization features that would take months to build in-house
Give Your Users a Native Document Experience That’s Built for Your Product
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Keep Everything In-Product
No redirects. No plugins. Users can create, edit, and manage templates—like Quotes or Invoices—without ever leaving your app.
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No Extra Accounts
Run the editor directly inside your product, and customize the UI for your brand. Embedding Docupilot can help you offer a fully native, white-labelled document generation experience.
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Faster Template Creation
With an intuitive drag-and-drop interface, let your users build polished templates up to 10x faster without needing any training.
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Real-Time Data Integration
Users can pull dynamic data from the CRM, invoicing tool, ensuring that documents are created with up-to-date data from the most recent records.
Deep Integration Across App, API & Data Layers
Docupilot connects with your product full stack, not just the UI or API. Docupilot tightly integrates with 3 different layers of your application.
- UI layer: The template editor lives inside your product interface.
- API layer: Docupilot’s APIs handle document generation and other actions.
- Data layer: Show dynamic, module-specific fields (like Contact or Company in a CRM) inside the template builder to allow users to easily drag and drop the fields onto the template
Fully White-Labeled
The editor looks and feels like it was built in-house. No external branding, just a seamless experience that’s authentically yours.
Integrate Data from 2000+ Popular Third-Party Tools
Configure in minutes with your favorite tools like CRM, invoicing, databases, eSignature, Airtable, Zapier, and more.
See what Industry Experts think about us
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“Reduce time in document creation”
The document creation process is much faster to create with automations that save effort and allow several members to work simultaneously on the document for greater collabaration and with personalized templates that make work even faster
Oliver G.
Analyst Enterprise (>1000 emp.)
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“Exceptional Support and Seamless Integration”
I cant speak highly enough of Docupilot’s exceptional support team. From day one, their responsiveness and expertise have been outstanding. They not only promptly addressed my inquiries but also provided personalized guidance to ensure i could make the most of you
Andre T.
Small business (50 or few emp.)
“Best documentation creation platform
with Automation”
It provides a tool, for integrating spreadsheets, CRM systems and APIs to extract the necessary information, for document creation. It greatly assists in producing a number of documents. Additionally it offers a feature that allows for the creation of documents using conditional logic.
Dhara P.
Mid-Market (51-1000 emp.)
Flexible Enough for Any Workflow, Any Industry
SaaS Platforms
If your product serves HR, legal, sales, or operations teams, Docupilot lets you offer embedded template creation as part of your in-app experience.
Custom Workflows
Perfect for platforms where end users need the flexibility to design templates tailored to unique processes, policies, or data structures.
G2 leader in doc gen & customization
Your product. Their documents. Zero headaches.
Embed a powerful, enterprise-grade editor that feels like yours
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No credit card required. No strings attached.
Frequently Asked Questions
How does Docupilot simplify contract creation?
You can pull data from multiple sources, create error-free contracts in minutes, and set user privileges for your team to do quality checks. Docupilot streamlines contract creation by allowing you to automate the generation of contracts using pre-built smart templates.
Can I customize contract templates in Docupilot?
Yes! Docupilot offers flexible contract templates that you can fully customize to meet your specific business needs. Whether you need to adjust clauses, terms, or branding, Docupilot’s intuitive interface makes it easy to create, update, and deploy personalized contract templates without coding.
How does Docupilot integrate with my existing software for contract creation?
Docupilot integrates seamlessly with popular CRMs, ERPs, and other business applications like Salesforce, HubSpot, Zapier, Airtable, and Google Sheets. This allows you to automatically pull relevant data into your contracts, reducing manual data entry and ensuring accuracy throughout the contract lifecycle.
Is Docupilot secure for creating contracts?
Absolutely. Docupilot takes data security seriously by offering encryption, secure cloud storage, and role-based access controls. Your sensitive contracts are protected at all stages, ensuring compliance with industry regulations and protecting your business from security risks.
Can Docupilot help with contract tracking and renewal alerts?
Yes, Docupilot can help you track important dates and deadlines with automated alerts and reminders for contract renewals, expirations, or renegotiations. This feature ensures you never miss a critical milestone and can proactively manage contracts.
Does Docupilot support e-signatures?
Yes, Docupilot integrates with popular e-signature platforms like DocuSign and Adobe Sign, making it easy for you to send contracts for approval and get signatures from anywhere.
How can Docupilot improve contract compliance?
Docupilot’s intelligent templates ensure that every contract you generate adheres to your company’s legal and compliance standards. With automated workflows and built-in version control, you can ensure consistency and accuracy across all documents, reducing the risk of non-compliance.
Is Docupilot affordable for small businesses?
Yes, Docupilot offers flexible and affordable pricing plans that cater to businesses of all sizes. You can choose a plan based on your contract management needs, whether you're a small business looking for basic automation or a larger company seeking advanced features.
How easy is it to get started with Docupilot for contract creation?
Getting started with Docupilot is quick and simple. You can set up your account, create custom templates, and start automating your contract workflows in just a few minutes. Our user-friendly platform doesn’t require technical expertise, and our support team is always available to help you through the process.