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SmartDocs

4.4
(11)

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.

88%
(Based on 11 reviews)

Template Creation and Flexibility

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

85%
(Based on 11 reviews)

Rich Media

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

84%
(Based on 11 reviews)

Online Document Creation

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

n/a

PDF Creation

Create attractive PDF versions of proposals.

91%
(Based on 10 reviews)

Custom Branding

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

n/a

Workflow

Document Builder Interface

Easily search for and add elements to a proposal.

86%
(Based on 10 reviews)

Collaborative Creation

Multiple users can edit a single document.

89%
(Based on 11 reviews)

Assembly and Approval Workflows

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

89%
(Based on 10 reviews)

Analytics

Engagement Tracking

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

80%
(Based on 9 reviews)

Proposal Effectiveness Reporting

Find out which pieces of content are performing best.

82%
(Based on 10 reviews)

Reporting and Dashboards

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

82%
(Based on 10 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.

85%
(Based on 8 reviews)

Alerts and Notifications

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

83%
(Based on 7 reviews)

CRM Integration

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

75%
(Based on 6 reviews)

E-Signature Integration

Couple accepting proposals and signing contracts together in one workflow.

n/a

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.

75%
(Based on 6 reviews)

CPQ Integration

Push and pull data from quote applications to build proposals.

n/a