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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 Formlio?

Formlio transforms the proposal creation landscape by providing a no-code platform that allows teams to craft dynamic, web-based proposals instead of sticking with conventional static PDFs. Users can design polished, client-ready documents by utilizing a range of professional templates alongside customizable content blocks, which include various components like text, images, videos, portfolios, case studies, testimonials, timelines, processes, FAQs, pricing details, charts, approvals, and e-signatures. With the capabilities of Formlio, conveying crucial information about project scope, service packages, pricing alternatives, optional add-ons, timelines, deliverables, and proof of work becomes a more captivating experience for prospective clients. The platform also offers interactive quoting, enabling prospects to explore options and see real-time updates on totals, while integrated approval systems and e-signatures streamline deal progression directly within the proposal itself. After sending out a proposal, teams can take advantage of extensive proposal analytics that track engagement metrics such as the number of views, how long clients spend on the proposal, approval statuses, and interactions. Ultimately, Formlio seeks to empower service-oriented businesses to conserve valuable time, improve the quality of their presentations, reduce unnecessary back-and-forth communication, and attract more clients. By optimizing the proposal process, Formlio allows teams to concentrate on what is truly important—cultivating relationships and finalizing deals, ensuring that their efforts lead to meaningful outcomes.

Media

Media

No images available

Integrations Supported

Microsoft Excel
Microsoft SharePoint
Microsoft Word

Integrations Supported

Microsoft Excel
Microsoft SharePoint
Microsoft Word

API Availability

Has API

API Availability

Has API

Pricing Information

Professional - $695 per user per year
Express - $395 per user per year
Desktop - $395 per user per year
Free Version
Free Trial Offered?

Pricing Information

15
Formlio offers a free plan that includes the core features needed to create and publish interactive proposals. Paid plans start at $15/month/user and increase based on the number of published documents and advanced usage needs. All plans include unlimited team members on the free plan, with paid plans charged per user. Users can start for free, create their first proposals, and upgrade when they need more publishing capacity.
Free Version
Free Trial Offered?

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

Formlio

Date Founded

2025

Company Location

France

Company Website

formlio.com

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

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