[
SmartDocs Reviews
](https://www.g2.com/products/smartdocs/reviews)

[
SmartDocs Reviews
](https://www.g2.com/products/smartdocs/reviews)

# SmartDocs Features

##### 
## Document Creation (4)

Customizability: Variables and Fields

Define fields to pull in dynamic information.

Template Creation and Flexibility

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

Rich Media

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

PDF Creation

Create attractive PDF versions of proposals.

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##### 
## Workflow (3)

Document Builder Interface

Easily search for and add elements to a proposal.

Collaborative Creation

Multiple users can edit a single document.

Assembly and Approval Workflows

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

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##### 
## Analytics (3)

Engagement Tracking

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

Proposal Effectiveness Reporting

Find out which pieces of content are performing best.

Reporting and Dashboards

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

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##### 
## Administration and Platform (4)

User, Role, and Access Management

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

Alerts and Notifications

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

CRM Integration

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

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.

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##### 
## Generative AI (1)

AI Text Generation

Allows users to generate text based on a text prompt.

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[

 ![Conga Composer](https://images.g2crowd.com/uploads/product/hd_favicon/d8671da67dce1a9bd9534611de2a8553/conga-composer.svg "Conga Composer")

Sponsored

Conga Composer

4.4/5

(905)

Visit Website

](javascript:void(0))

## Top-Rated Alternatives

[

 ![PandaDoc](https://images.g2crowd.com/uploads/product/hd_favicon/97320b34486db82a48d7af098a34228d/pandadoc.svg "PandaDoc")

PandaDoc

4.7/5

(3,358)

](https://www.g2.com/products/pandadoc/reviews)

[

 ![Proposify](https://images.g2crowd.com/uploads/product/hd_favicon/c9c4f4613d98269846967bdb81d04f85/proposify.svg "Proposify")

Proposify

4.6/5

(1,109)

](https://www.g2.com/products/proposify/reviews)

[

 ![Qwilr](https://images.g2crowd.com/uploads/product/hd_favicon/d006c87add0987c5a3a22be14a81bd79/qwilr.svg "Qwilr")

Qwilr

4.6/5

(889)

](https://www.g2.com/products/qwilr/reviews)

[
View All Alternatives
](https://www.g2.com/products/smartdocs/competitors/alternatives)

SmartDocs Comparisons

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_c9c02185b2606c5e58ac5c37522d55fe/pandadoc.png "Product Avatar Image")

PandaDoc

4.7/5

(3,532)

[
Compare Now
](https://www.g2.com/compare/pandadoc-vs-smartdocs)

##### Categories on G2

[
Proposal
](https://www.g2.com/categories/proposal)

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