Overview
What is SmartDocs?
SmartDocs is a sales proposal automation software solution offered by ThirtySix Software.
Pricing
Desktop
$395
Express
$395
Professional
$695
Entry-level set up fee?
- Setup fee optional
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Product Demos
Demo: How Artificial Intelligence Works with Accounting SmartDocs
Product Details
- About
- Integrations
- Competitors
- Tech Details
What is SmartDocs?
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
SmartDocs Video
SmartDocs Integrations
- Microsoft 365
- Microsoft Office 2016 (discontinued)
- 2013
- 2010
- 2007
- Microsoft SharePoint
SmartDocs Competitors
- Qvidian RFP & Proposal Automation
- Conga Composer
- Adobe Framemaker
SmartDocs Technical Details
Deployment Types | On-premise |
---|---|
Operating Systems | Windows |
Mobile Application | No |
Supported Countries | All |
Comparisons
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Reviews
Community Insights
- Business Problems Solved
- Pros
- Cons
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.