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SmartDocs

SmartDocs

Overview

What is SmartDocs?

SmartDocs is a sales proposal automation software solution offered by ThirtySix Software.

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Recent Reviews

TrustRadius Insights

Users appreciate the software's ability to centralize documents and update them on the go, saving time and ensuring efficient work. It has …
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Pricing

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Desktop

$395

On Premise
per license

Express

$395

On Premise
per license

Professional

$695

On Premise
per license

Entry-level set up fee?

  • Setup fee optional
For the latest information on pricing, visithttp://www.36software.com/smartdocs/try…

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services
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Product Demos

Demo: How Artificial Intelligence Works with Accounting SmartDocs

YouTube
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Product Details

What is SmartDocs?

SmartDocs is designed to help proposal, technical and medical writers create and manage their content within the Microsoft Word environment. SmartDocs can be used with any existing Word content and templates. Writing teams easily find and insert only approved and up-to-date content.

SmartDocs Features

Proposal Creation & Organization Features

  • Supported: Proposal templates
  • Supported: Proposal content library updates
  • Supported: Guided proposal creation
  • Supported: Searchable proposal database

Proposal Collaboration & Workflow Features

  • Supported: RFP management & response
  • Supported: Proposal collaboration & approval
  • Supported: User permissions/proposal editing controls
  • Supported: Sales proposal workflow
  • Supported: Proposal automation user interface

Proposal Delivery Features

  • Supported: Proposal distribution
  • Supported: Interactive proposals
  • Supported: Proposal content tracking

SmartDocs Screenshots

Screenshot of Screenshot of

SmartDocs Video

SmartDocs Integrations

SmartDocs Competitors

SmartDocs Technical Details

Deployment TypesOn-premise
Operating SystemsWindows
Mobile ApplicationNo
Supported CountriesAll
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Comparisons

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Reviews

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Users appreciate the software's ability to centralize documents and update them on the go, saving time and ensuring efficient work. It has proven to be a valuable tool for professionals in document preparation, editing, and collaboration with colleagues. Accessing Word and OneDrive from home has been convenient, allowing users to stay organized and reduce stress. The software's real advantage lies in its seamless content sharing across multiple platforms. The smart builder feature is particularly useful for creating customized proposals and contracts quickly by leveraging existing content. Customers seek an enterprise content management solution that is user-friendly, scalable, and integrates well with other applications. The software enables quick storage and retrieval of information for daily assignments and projects. It also facilitates effective communication and document sharing among team members, improving collaboration and productivity. Simultaneous editing with synced updates has been a standout feature for users. Additionally, the software aids in note-taking and report generation. Centralizing documents and easily sharing information online helps save storage space, which users appreciate.

Collaboration Features: Users appreciate the collaboration features of SmartDocs, which have been mentioned by numerous reviewers. They find it beneficial that SmartDocs allows them to easily share and edit professional documents with others, facilitating seamless collaboration among team members.

Flexibility in Document Creation: The flexibility of creating documents easily for different platforms is seen as a major advantage of SmartDocs by users. Several reviewers have highlighted this feature, mentioning that it saves them time and helps them avoid making mistakes when editing proposals or other types of files.

Easy Learning Curve: Many users mention the easy learning curve of SmartDocs as a positive aspect. They state that they quickly become proficient in using the tool, allowing them to start working on their documents without much hassle. This user-friendly nature has been appreciated by multiple reviewers.

Ineffective Multiple User Editing: Many users have found the multiple user editing feature to be ineffective, stating that sharing often does not work properly. This issue has been mentioned by a significant number of reviewers.

Frustration with Learning New Commands: Several reviewers have expressed frustration with the need to constantly learn new commands due to frequent program updates. They feel that this requirement hinders their productivity and slows down their workflow.

Challenges with Integration and Online Sheet Preparing Features: Users have mentioned that integration options sometimes pose a challenge in processing data, and they feel that the online sheet preparing features lack perfection. These concerns have been raised by multiple users who rely on seamless integration for efficient workflow management.

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