---
title: SmartDocs Reviews
meta_title: 'SmartDocs Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 15 reviews by the users' company size, role or industry to
  find out how SmartDocs works for a business like yours.
aggregate_rating:
  rating_value: 4.5
  review_count: 15
  scale: '5'
date_modified: '2026-06-04'
parent_category:
  name: Quote Management
  url: https://www.g2.com/categories/quote-management
---

# SmartDocs Reviews
**Vendor:** ThirtySix Software  
**Category:** [Proposal Software](https://www.g2.com/categories/proposal)  
**Average Rating:** 4.5/5.0  
**Total Reviews:** 15
## About SmartDocs
Create proposals in minutes without leaving Microsoft Word. SmartDocs brings state-of-the-art proposal automation tools right into Word&#39;s intuitive and user-friendly environment, making it so easy to learn and use. This means less writing, eliminating mistakes, and winning more proposals. Automate document creation. Collaborate, Customize, and Track.




## SmartDocs Reviews
  ### 1. Documents made easier

**Rating:** 5.0/5.0 stars

**Reviewed by:** Dillon C. | Account executive/business consultant, Mid-Market (51-1000 emp.)

**Reviewed Date:** January 25, 2021

**What do you like best about SmartDocs?**

Less writing, eliminating mistakes, and winning more proposals overall. It saves time and you know you are not going to make as many mistakes when editing a proposal.

**What do you dislike about SmartDocs?**

Program updates. You have to learn new commands which can be frustrating.

**Recommendations to others considering SmartDocs:**

Take 10 minutes to learn how to use SmartDocs. It will save you a lot of time moving forward. It makes your work more reliable and more professional. Every professional can use this service to provide a product that you can trust.

**What problems is SmartDocs solving and how is that benefiting you?**

I like the way I can use the program to do whatever I need to do with my business plans or proposals. It saves time and the work is going to be well done.

  ### 2. The easy generation and processing of multi-purpose doc files.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Alison J. | Course Instructor, Enterprise (> 1000 emp.)

**Reviewed Date:** March 27, 2020

**What do you like best about SmartDocs?**

SmartDocs have been widely in use to process the professional documents to share and edit in easy ways. It has one of the best services which enables users to generate new files using this cloud platform from any device. The other best thing about this tool is that it hands over complete access to the users to share and collaborate over content. The files which can be generated would be of any format including word , pdf , sheets and many more. It includes fully featured tools to format the docs in one of the best ways. All of the professional standards are withstand in it and it can also be used as a backup drive for the files. We can download , perform work and can easily perform editing the way we wants to. It also allows users to work offline which is quite convenient for users who have to perform continuous operations with files documents.

**What do you dislike about SmartDocs?**

The integration options sometimes seems to be a hurdle in the way of processing the data. The online sheet preparing features also lacks some of the certain perfections. Thus in all we have used it in quite beneficial ways to perform our day to day data handling services.

**What problems is SmartDocs solving and how is that benefiting you?**

It has accompanied us in our professional life in many certain ways where we need to prepare and edit documents or sheets for us. We can also content collaborate with our colleagues and can perform a maximum productive collaboration using this cloud tool. It has multiverse features formatting the documents in one of the most professional standards . The ways to implement and use this tool in your professional life is also almost limitless and we can define our way of working in socially connected ways.

  ### 3. Must for digital nomads

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Design | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 24, 2020

**What do you like best about SmartDocs?**

Collaboration features, auto save recovery, easy learning curve and flexibility of creating documents easily for different platforms

**What do you dislike about SmartDocs?**

Bit expensive and the multiple user editing does not seems to work. Sharing does not work most of the time.

**Recommendations to others considering SmartDocs:**

Sign up for a free trial and play around to see if it fits your need before the purchase

**What problems is SmartDocs solving and how is that benefiting you?**

Centralizing the document and updating on the go

  ### 4. Mobile with smart docs 

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Civil Engineering | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 17, 2019

**What do you like best about SmartDocs?**

I always hate to sit around the table and do the typing things but when I got to know about theis thing and I started using it immediately and also it’s behaving great and user friendly really lovin’ it

**What do you dislike about SmartDocs?**

To be frank it’s not safe my children use to play in my mobile and sometimes they use to delete it by mistake 

**What problems is SmartDocs solving and how is that benefiting you?**

Am able to use word and one drive from home which is really helpful to us

  ### 5. SmartDocs Review – it's ok

**Rating:** 3.0/5.0 stars

**Reviewed by:** David E. | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 24, 2018

**What do you like best about SmartDocs?**

I like the fact you can track progress in multiple docs across various platforms. I think the idea is intelligent and the interface is easy to use.

**What do you dislike about SmartDocs?**

I think this platform saves a bit of time BUT it's not revolutionary. I also believe Google and other platforms will quickly find ways to eliminate this service (like sharing content across docs and pages). I don't expect this service to be around in 10 years. 

**Recommendations to others considering SmartDocs:**

I just think they have to do something unique in the next few years to really stand out from the crowd. Maybe create a Google doc platform of their own, or keep up with the times by adding features that are desired. Maybe it'd be a good idea to pull social media data and add it to the content in a more efficient manner. 

**What problems is SmartDocs solving and how is that benefiting you?**

Basically sharing content with creators across multiple platforms. That's the real benefit here. 

  ### 6. Good solution for report, contracts and budgets.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Tania M O. | Maestra integradora, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 14, 2018

**What do you like best about SmartDocs?**

I used it for a while to assemble my reports, budgets and proposals of the therapies that I do and where I always present the same format, margin and style and to avoid writing the same thing this is an excellent solution to assemble my templates and power Arming documents in an automated way with the same fields and avoiding errors.
It is very easy to use

**What do you dislike about SmartDocs?**

When you want to edit at the same time with another person it is not possible. And the costs are high, that's why I'm not using it anymore. But I'm reconsidering to subscribe again

**Recommendations to others considering SmartDocs:**

You can use a trial version to make sure the solution is good.

**What problems is SmartDocs solving and how is that benefiting you?**

Earn time with templates already created and in the edition of documentation

  ### 7. The most useful addition to your existing Microsoft Word software

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Newspapers | Small-Business (50 or fewer emp.)

**Reviewed Date:** June 14, 2018

**What do you like best about SmartDocs?**

It's very easy, light weight and integrates with Microsoft Word perfectly. I don't need to use it as another separate software but I'd be using my word program like I usually do only with much more features and functionality to assist every task I have to do.it's also quick to install and learn, it only takes minutes.

**What do you dislike about SmartDocs?**

When I tried to think about any cons I really couldn't find any, all it does is make your experience with Word much easier and more functional than ever. It's expensive but it has many packages that you could choose what best fits you also it's free trial requires you to submit a request first and either accepted or rejected.

**Recommendations to others considering SmartDocs:**

Very much recommended actually, it does a wonderful job boosting up your ordinary Microsoft Word features and functionality and saving you a lot of time and efforts.

**What problems is SmartDocs solving and how is that benefiting you?**

We would take a long time to create proposals and contracts for deals for our website business but with Smart docs, we would use its smart builder feature which let our writers create different proposals very easily and quickly from already existing content and displays only content that is specific to each proposal.

  ### 8. Organized, straight to the points, a tons of features

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.)

**Reviewed Date:** September 12, 2018

**What do you like best about SmartDocs?**

Lots of editing tools you can used to customize your document. Even if your laptop shuts off before saving, you can recover unsaved documents. Even has multple printing options. Can add pictures with eases and also shapes to better present your point.

**What do you dislike about SmartDocs?**

There are times when I save that the formats of pictures and text box reformat itself which can be a headache. Especially since I can't ctrl-Z to get it back but otherwise it fine.

**Recommendations to others considering SmartDocs:**

Just get it. If you type documents or even powerpoint then there no other choices as good as this

**What problems is SmartDocs solving and how is that benefiting you?**

I can now keep my document organized on a folder rather than keep my office a mess. Gives me overall less stress and I can now complete my work faster.

  ### 9. Great collaboration app

**Rating:** 3.5/5.0 stars

**Reviewed by:** Tamensia N. | IT Business Analyst, Enterprise (> 1000 emp.)

**Reviewed Date:** May 18, 2018

**What do you like best about SmartDocs?**

SmartDocs is extremely intuitive.  It is easy to track and implement changes. 

**What do you dislike about SmartDocs?**

I wish that the software would integrate with non-traditional applications easier.

**Recommendations to others considering SmartDocs:**

If you are looking for an enterprise content management solution, ensure that you are prepared for some customizations to ensure integration with other systems in your environment.  We would have to build our own APIs or hire a 3rd party.

**What problems is SmartDocs solving and how is that benefiting you?**

We are looking for an enterprise content management solution that is easy to use, scalable for the environment and has ability to connect with other applications.

  ### 10. I love it

**Rating:** 5.0/5.0 stars

**Reviewed by:** Mehreen B. | Mobile Sales Consultant, Enterprise (> 1000 emp.)

**Reviewed Date:** April 05, 2018

**What do you like best about SmartDocs?**

I love how easy it is to create and manage, and share content with my team/

**What do you dislike about SmartDocs?**

Sometimes sharing isnt so easy, so you have to work around it.

**What problems is SmartDocs solving and how is that benefiting you?**

My team is able to communicate effectively using smart docs. We can share stuff and communicate better.

  ### 11. Best Product. Extremely Productive.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Higher Education | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 20, 2018

**What do you like best about SmartDocs?**

The ease of access and ability to use the products. We are able to collaborate together so we are all on the same plage. 

**What do you dislike about SmartDocs?**

Without the internet, you can't use the applications. No other cons. 

**What problems is SmartDocs solving and how is that benefiting you?**

We collaborate a lot. This helps us to be able to share documents easier. We can also work on the documents at the same time and the edits all sync together. 

  ### 12. Edit quickly and free

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 23, 2018

**What do you like best about SmartDocs?**

easy to use; you do not need the office to use smartdocs; Instantly saves documents, it's free, easy to use, works online from computer/phone, with or without internet connection. 

**What do you dislike about SmartDocs?**

Very limited compared to office, with fewer tools, basic tools, 

**What problems is SmartDocs solving and how is that benefiting you?**

It's easy to save information quickly and instantly 

  ### 13. SmartDocs Review

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Higher Education | Enterprise (> 1000 emp.)

**Reviewed Date:** January 16, 2018

**What do you like best about SmartDocs?**

I like that I can access SmartDocs from my Outlook email, edit them on the web browser, and that it instantly saves.

**What do you dislike about SmartDocs?**

The text type is not user-friendly- it's very hard to reach and determine, for example, what is or is not bolded.

**Recommendations to others considering SmartDocs:**

Relatively easy to use and share documents on a cloud-based server

**What problems is SmartDocs solving and how is that benefiting you?**

We are centralizing documents and easily sharing information on the web. This saves storage space.

  ### 14. smartdocs review

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Food & Beverages | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 10, 2018

**What do you like best about SmartDocs?**

I really how easy it is to navigate the different programs and quickly make reports for business use.

**What do you dislike about SmartDocs?**

I don't like that sometime it can freeze very easily on my computer and its frustrating. 

**Recommendations to others considering SmartDocs:**

none

**What problems is SmartDocs solving and how is that benefiting you?**

quick notes and reports

  ### 15. Smartdocs

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 14, 2018

**What do you like best about SmartDocs?**

They are the easiest to use. I love their user friendly nature.

**What do you dislike about SmartDocs?**

There is nothing you can dislike about them.

**What problems is SmartDocs solving and how is that benefiting you?**

My daily assignment and projects are best documented with its help. 


## SmartDocs Discussions
  - [What type of training and consulting does 36Software offer SmartDocs customers?](https://www.g2.com/discussions/training-and-consulting) - 1 comment, 1 upvote
  - [How long does it take to implement SmartDocs?](https://www.g2.com/discussions/implementing-smartdocs) - 1 comment, 1 upvote
  - [We don&#39;t store our documents in SharePoint. Is this a problem?](https://www.g2.com/discussions/storing-documentation) - 1 comment, 1 upvote
  - [How is SmartDocs licensed?](https://www.g2.com/discussions/smartdocs-licensing) - 1 comment, 1 upvote
  - [Where is my reusable content stored?](https://www.g2.com/discussions/storing-reusable-content) - 1 comment, 1 upvote

- [View SmartDocs pricing details and edition comparison](https://www.g2.com/products/smartdocs/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-21+07%3A22%3A08+-0500&secure%5Bsession_id%5D=89c2691e-8c29-414f-b606-1f9a6b850a7d&secure%5Btoken%5D=078f35a5efe87f73beb666c05700f92db53398c74e7c0bab72e3e462763af587&format=llm_user)

## SmartDocs Features
**Document Creation**
- Customizability: Variables and Fields
- Template Creation and Flexibility
- Rich Media
- PDF Creation

**Workflow**
- Document Builder Interface
- Collaborative Creation
- Assembly and Approval Workflows

**Analytics**
- Engagement Tracking
- Proposal Effectiveness Reporting
- Reporting and Dashboards

**Administration and Platform**
- User, Role, and Access Management
- Alerts and Notifications
- CRM Integration
- API / Integrations

**Generative AI**
- AI Text Generation

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