(35)
4.9 out of 5
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SmartDocs
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SmartDocs Features
What are the features of SmartDocs?
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
SmartDocs Categories on G2
Filter for Features
Document Creation
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. | 88% (Based on 15 reviews) | |
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. | 86% (Based on 15 reviews) | |
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. | 84% (Based on 15 reviews) | |
PDF Creation | Based on 14 SmartDocs reviews and verified by the G2 Product R&D team. Create attractive PDF versions of proposals. | 92% (Based on 14 reviews) |
Workflow
Document Builder Interface | See feature definition | Based on 14 SmartDocs reviews and verified by the G2 Product R&D team. Easily search for and add elements to a proposal. | 87% (Based on 14 reviews) |
Collaborative Creation | Based on 15 SmartDocs reviews and verified by the G2 Product R&D team. Multiple users can edit a single document. | 89% (Based on 15 reviews) | |
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. | 89% (Based on 14 reviews) |
Analytics
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. | 82% (Based on 13 reviews) | |
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. | 83% (Based on 14 reviews) | |
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. | 85% (Based on 14 reviews) |
Administration and Platform
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. | 86% (Based on 12 reviews) | |
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. | 86% (Based on 11 reviews) | |
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. | 78% (Based on 10 reviews) | |
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. | 80% (Based on 10 reviews) |
Generative AI
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data |
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