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What is SmoothDocs?

Easily design document templates using an intuitive drag-and-drop interface. The software includes a helpful wizard that guides users through each step of the document creation process. Users can customize documents to fulfill a variety of purposes without hassle. Whether you need to create legal contracts or customer invoices, SmoothDocs is fully equipped to manage all your requirements. It can generate everything from brief one-page documents to elaborate contracts, making it versatile enough for any organizational need. By creating templates for frequently used documents, you can save valuable time with each new generation. Building customizable templates is straightforward, allowing users to divide text into various sections that can be rearranged as desired. You can also add custom fields that refresh automatically with each document produced. To generate documents, simply choose the sections you want to include from your templates. Personalize text in the fields and make any adjustments necessary to meet your specific needs. This adaptability guarantees that every document can be fine-tuned to excellence, significantly boosting your productivity and workflow efficiency. Additionally, the seamless interface ensures that even those with little technical experience can create professional documents quickly.

What is Plumsail Documents ?

Plumsail Documents eliminates the tedious task of manually copying and pasting information into your documents. This innovative solution allows you to automatically generate the documents you require by pulling data from the systems you interact with daily. With a broad array of integrations available, Plumsail Documents works seamlessly with cloud storage platforms, electronic signature services, and numerous other applications. You can easily incorporate it into any of your workflows using Power Automate and Zapier, enhancing your productivity. The specific challenges that Plumsail Documents addresses include the collection of data, creation of documents, gathering of e-signatures, automated delivery of documents, and synchronization with CRM, ERP, and database systems, streamlining your entire process. By utilizing this tool, you can significantly improve efficiency and focus on more important tasks.

Media

Media

Integrations Supported

Adobe Acrobat Sign
Docusign
Dropbox
Dropbox Sign
Easyflow
Gmail
Google Drive
Microsoft OneDrive
Microsoft Power Apps
Microsoft Power Automate
Plumsail Forms
Stackreaction
Xodo Sign
Zapier
airSlate SignNow

Integrations Supported

Adobe Acrobat Sign
Docusign
Dropbox
Dropbox Sign
Easyflow
Gmail
Google Drive
Microsoft OneDrive
Microsoft Power Apps
Microsoft Power Automate
Plumsail Forms
Stackreaction
Xodo Sign
Zapier
airSlate SignNow

API Availability

Has API

API Availability

Has API

Pricing Information

$29.95 one-time payment
Free Trial Offered?
Free Version

Pricing Information

$29 per month
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

Traxmaster Software

Company Location

United States

Company Website

www.smoothdocs.com

Company Facts

Organization Name

Plumsail

Date Founded

2011

Company Location

US

Company Website

plumsail.com/documents/

Categories and Features

Document Generation

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Categories and Features

Document Generation

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Legal Document Management

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

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