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Quote Management Software
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SmartDocs
SmartDocs Features

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SmartDocs

By ThirtySix Software

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4.5/5

(15)

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SmartDocs Reviews

SmartDocs Features

Document Creation (4)

Customizability: Variables and Fields: Based on 15 SmartDocs reviews and verified by the G2 Product R&D team. Define fields to pull in dynamic information.
Template Creation and Flexibility: Based on 15 SmartDocs reviews and verified by the G2 Product R&D team. Easily assemble custom fields and variables into reusable templates to automate the proposal creation process.
Rich Media: Based on 15 SmartDocs reviews and verified by the G2 Product R&D team. How well the platform supports images, audio, and video in proposals.
PDF Creation: Based on 14 SmartDocs reviews and verified by the G2 Product R&D team. Create attractive PDF versions of proposals.

Workflow (3)

Document Builder Interface: Based on 14 SmartDocs reviews and verified by the G2 Product R&D team. Easily search for and add elements to a proposal.
Collaborative Creation: Based on 15 SmartDocs reviews and verified by the G2 Product R&D team. Multiple users can edit a single document.
Assembly and Approval Workflows: Based on 14 SmartDocs reviews and verified by the G2 Product R&D team. Automate workflows by routing documents to the correct individuals for adding content and approval.

Analytics (3)

Engagement Tracking: Based on 13 SmartDocs reviews and verified by the G2 Product R&D team. Track who is looking at proposals and how often or for how long.
Proposal Effectiveness Reporting: Based on 14 SmartDocs reviews and verified by the G2 Product R&D team. Find out which pieces of content are performing best.
Reporting and Dashboards: Based on 14 SmartDocs reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards on proposal volume and acceptance.

Administration and Platform (4)

User, Role, and Access Management: Based on 12 SmartDocs reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Alerts and Notifications: Based on 11 SmartDocs reviews and verified by the G2 Product R&D team. Program in-app and email notifications for approval milestones or actions.
CRM Integration: Based on 10 SmartDocs reviews and verified by the G2 Product R&D team. Push and pull data from CRM to build proposals and update statuses with clients.
API / Integrations: Based on 10 SmartDocs reviews and verified by the G2 Product R&D team. 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.

Generative AI (1)

AI Text Generation: Allows users to generate text based on a text prompt.

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