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What is SmartDocs?

SmartDocs, created by 36Software, is an innovative application that transforms Microsoft Word into an efficient content management system. It caters to a wide array of writing purposes, such as technical manuals, proposals, contracts, medical documentation, and audit reports, helping users boost productivity and create high-quality content while minimizing expenses. The software offers a multitude of advanced functionalities, including reusable snippets, dynamic variables, document snapshots, an easy-to-navigate interface, content mapping, and status notifications, among others. Available in three unique editions—Professional, Express, and Desktop—SmartDocs is highly adaptable, accommodating the varied requirements of different teams. Furthermore, it enhances collaboration among users, making content management simpler and more effective, ultimately leading to improved workflows and better project outcomes.

What is 360 SmartDocs?

360 SmartDocs is a comprehensive document generation tool that is fully integrated within Salesforce, tailored for teams that handle extensive document workflows. It can be installed effortlessly through the Salesforce AppExchange, eliminating the necessity for external integrations, middleware, or user data entry. This application empowers users to merge real-time data from both standard and custom Salesforce objects into meticulously designed Word templates, allowing them to create polished PDFs or Word documents with just a single click. The built-in Word Template Builder comes with advanced features like conditional logic, dynamic tables, and multi-level relationship fields (supporting up to five levels), as well as image merging capabilities, all enabling sophisticated document automation without the need for any programming expertise. For organizations that require significant document generation, the bulk document generation functionality allows teams to efficiently handle entire lists or report outcomes at once, greatly minimizing repetitive tasks during busy periods such as month-end or large marketing campaigns. Furthermore, all documents generated can automatically sync with Google Drive, providing seamless access and organization. This all-in-one solution not only streamlines workflows but also enhances overall efficiency in document management for teams across various sectors. By adopting 360 SmartDocs, organizations can significantly improve their productivity and focus on their core missions.

Media

Media

No images available

Integrations Supported

Microsoft Excel
Microsoft SharePoint
Microsoft Word
Salesforce

Integrations Supported

Microsoft Excel
Microsoft SharePoint
Microsoft Word
Salesforce

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

36Software

Date Founded

2009

Company Location

United States

Company Website

36software.com

Company Facts

Organization Name

360 Degree Cloud Technologies Private Limited

Company Website

360degreecloud.com/product/smartdocs/

Categories and Features

Content Management

Audio Content
Customizable Templates
Document Indexing
E-forms
Full Text Search
Image Editor
SEO Management
Text Editor
Version Control
Video Content
Website Management

Proposal Management

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

Categories and Features

Document Generation

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Popular Alternatives

Popular Alternatives

No Alternatives
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Obsidian Suite