4.5 out of 5 stars

SmartDocs, an authoring solution that integrates powerful content reuse capabilities into Microsoft Word.

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SmartDocs Features

Document Creation
Customizability: Variables and Fields

Define fields to pull in dynamic information.

(Based on 6 reviews)
Template Creation and Flexibility

Easily assemble custom fields and variables into reusable templates to automate the proposal creation process.

(Based on 6 reviews)
Rich Media

How well the platform supports images, audio, and video in proposals.

(Based on 6 reviews)
Online Document Creation

Create adaptive online documents for view via browser or mobile device.

PDF Creation

Create attractive PDF versions of proposals.

(Based on 6 reviews)
Custom Branding

Brand proposals and the application's portal with your company's logos and branding.

Document Builder Interface

Easily search for and add elements to a proposal.

(Based on 5 reviews)
Collaborative Creation

Multiple users can edit a single document.

(Based on 6 reviews)
Assembly and Approval Workflows

Automate workflows by routing documents to the correct individuals for adding content and approval.

(Based on 5 reviews)
Engagement Tracking

Track who is looking at proposals and how often or for how long.

(Based on 5 reviews)
Proposal Effectiveness Reporting

Find out which pieces of content are performing best.

(Based on 5 reviews)
Reporting and Dashboards

Access pre-built and custom reports and dashboards on proposal volume and acceptance.

(Based on 5 reviews)
Administration and Platform
User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Not enough data available

Alerts and Notifications

Program in-app and email notifications for approval milestones or actions.

Not enough data available

CRM Integration

Push and pull data from CRM to build proposals and update statuses with clients.

Not enough data available

E-Signature Integration

Couple accepting proposals and signing contracts together in one workflow.

API / Integrations

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

Not enough data available

CPQ Integration

Push and pull data from quote applications to build proposals.