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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 ClientPoint?

Streamlining the management of proposals, contracts, and client interactions has become significantly more efficient. ClientPoint Enterprise enhances document creation, automation, and AI-driven collaboration through specialized ClientPoints—workspaces designed specifically for engaging with prospects, customers, and partners. Users can easily schedule meetings, engage in chats, conduct video conferences, share materials, electronically sign documents, and even handle payments, all within a unified platform. Furthermore, you can effortlessly integrate your CRM, ERP, BI, and various other business applications, or take advantage of ClientPoint’s tailored CPQ and endpoint solutions to enhance your technology ecosystem and reduce unnecessary expenses. In addition, the platform boasts a comprehensive content library, document storage, templates for creation, and automated processes for developing sales decks, proposals, and RFPs. Pricing structures are customized to align with your specific business requirements, branding, and desired level of personalization. For independent entrepreneurs and casual users, ClientPoint.me provides a complimentary solution that caters to basic needs. By offering such versatile features, ClientPoint ensures that businesses can maintain a competitive edge in their client engagement strategies.

Media

Media

Integrations Supported

Caterease
Docusign
HubSpot CRM
HubSpot Customer Platform
HubSpot Marketing Hub
MYOB
Microsoft 365
Microsoft Excel
Microsoft SharePoint
Microsoft Word
NetSuite
Pipedrive
Sertifi
Zendesk Sell
Zoho CRM

Integrations Supported

Caterease
Docusign
HubSpot CRM
HubSpot Customer Platform
HubSpot Marketing Hub
MYOB
Microsoft 365
Microsoft Excel
Microsoft SharePoint
Microsoft Word
NetSuite
Pipedrive
Sertifi
Zendesk Sell
Zoho CRM

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

ClientPoint

Date Founded

2007

Company Location

United States

Company Website

www.ClientPoint.net

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

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

Sales Acceleration

CPQ
Campaign Management
Dialer
Email Sequencing
Email Templates
Email Tracking
List Building
Meeting Scheduler
Predictive Analytics
Reporting
Sales Gamification
Sales Intelligence
Sales Workflow Management

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

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