--- title: "SmartDocs Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about SmartDocs Software - reviews, pricing plans, popular comparisons to other Document Management products and more." source_url: "https://www.capterra.com/p/143966/SmartDocs-for-Microsoft-Word/" page_type: "product" language: "en" --- # SmartDocs Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 26, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) SmartDocs ## What is SmartDocs? SmartDocs brings state-of-the-art content management and reuse tools right into Microsoft Word's intuitive and user-friendly environment. SmartDocs fully integrates with SharePoint and provides reliable content reuse, usage tracking, version control, and even document creation automation directly into MS Word. Our customers see a productivity improvement and content accuracy increase immediately and continually over time. No IT professional is needed to implement and maintain SmartDocs. Your team will centralize approved content, automate templates, always know the status of your content, and eliminate costly mistakes. Scalable for teams of 5 to 5000+ writers. ## What is SmartDocs used for? [Document Management](https://www.capterra.com/document-management-software/)[Content Management](https://www.capterra.com/content-management-software/)[Proposal Management](https://www.capterra.com/proposal-management-software/) Top alternative Featured Overall rating Based on 154 user reviews Reviews sentiment Positive 97% Neutral 3% Negative 0% Starting price $695 Per User, Per Year Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for SmartDocs?[Manage this product listing](https://www.g2.com/products/smartdocs/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### SmartDocs 4.7 (154) VS. [4.5 (1,260)](https://www.capterra.com/p/131735/PandaDoc/reviews/) Starting Price $695 Per User, Per Year Starting Price $19 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.6 (154) Ease Of Use 4.4 (28,497) Value For Money 4.5 (111) Value For Money 4.3 (20,622) Customer Service 4.5 (108) Customer Service 4.3 (18,613) ## SmartDocs alternatives Highest Rated [Google Drive](https://www.capterra.com/p/161425/Drive/) [4.8 (28,621)](https://www.capterra.com/p/161425/Drive/reviews/) Starting price $7.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/161425/Drive/) [Google Docs](https://www.capterra.com/p/160756/Google-Docs/) [4.7 (29,203)](https://www.capterra.com/p/160756/Google-Docs/reviews/) Starting price $6.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/160756/Google-Docs/) [Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/) [4.7 (17,715)](https://www.capterra.com/p/247901/Google-Workspace/reviews/) Starting price $7.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/247901/Google-Workspace/) [OneDrive](https://www.capterra.com/p/161304/OneDrive/) [4.5 (12,873)](https://www.capterra.com/p/161304/OneDrive/reviews/) Starting price $1.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/161304/OneDrive/) [View all alternatives](https://www.capterra.com/p/143966/SmartDocs-for-Microsoft-Word/alternatives/) ## FAQs about SmartDocs Overview ### What problems does SmartDocs solve? SmartDocs solves slow, error-prone document creation by automating indexes, reusing content snippets, and simplifying formatting, images, tables, hyperlinks, and structured templates inside Word. It also reduces file-conversion hassles, scattered document collaboration, and cross-device access issues for writers, editors, trainers, proposal teams, testers, and office staff. Answer based on 77 reviews Overview ### Which roles and teams benefit most from SmartDocs? SmartDocs benefits students, small business owners, office administrators, and business leaders who need fast, organized document handling. Administrative teams use it to prepare forms and manage records, customer-facing staff support service workflows, and executives rely on it to streamline approvals, reporting, and everyday operational documentation. Answer based on 152 reviews Overview ### What company size and industries is SmartDocs built for? SmartDocs is built for sales teams at small businesses, which make up 61% of reviewers, and is most common in Education Management at 10%. It also serves enterprise organizations at 26% and midsize businesses at 13%, with additional adoption in Computer Software at 6% and Construction at 5%. Answer based on 154 reviews Features and Usability ### What are the key features of SmartDocs? SmartDocs includes core document automation for generating document variations from master files, plus document management features like version control, document storage, and full-text search. Reviewers also highlight text editing, customizable templates, collaboration tools with commenting, and Word-based document creation features such as automatic indexing and content reuse. Answer based on 43 reviews Integrations ### Which third-party tools and platforms does SmartDocs integrate with? SmartDocs integrates with Microsoft Word and Microsoft SharePoint. Reviewer feedback consistently confirms Word as the primary integration, with SmartDocs used as a Word plug-in or extension for document creation, editing, and collaboration. Official catalog data also lists SharePoint, supporting document storage and management within Microsoft environments. Answer based on 46 reviews Getting Started and Support ### How easy is it to onboard and train a team on SmartDocs? SmartDocs is generally easy for most team members to learn after initial setup, with in-person training, live online sessions, webinars, and documentation available. Reviewers say basic users pick it up quickly, while Microsoft Word beginners, admins, and users managing content reuse or advanced tools may need tutorials and more guided instruction. Answer based on 12 reviews Getting Started and Support ### What customer support options does SmartDocs offer? SmartDocs provides Email/Help Desk and a Knowledge Base for customer support. Users say help is often useful, especially the written guidance, but response times can be slow and ticket handling may take a few days. Some also note that complex setup and feature questions require patience. Answer based on 8 reviews Features and Usability ### How good is SmartDocs for managing business documents? SmartDocs handles everyday document management well, especially for creating, saving, finding, converting, and sharing files across teams. Small businesses, students, and office staff value the familiar interface, templates, and recent-file access, though some users mention occasional format, encryption, or compatibility issues when sending documents to others. Answer based on 28 reviews Features and Usability ### How well does SmartDocs handle document editing? SmartDocs makes document editing straightforward with formatting tools, reusable content, templates, and quick updates for common files. Administrative staff, educators, and remote teams like the easy customization and sharing, but some users report limits with real-time co-editing or occasional trouble opening and modifying certain documents. Answer based on 24 reviews ## Features AI summary Based on 32,025 Document Management reviews Capterra reviewers highlight these as the features buyers value most when choosing document management software: - **Secure Data Storage** (**56%** of reviewers rated this feature as critical) - **Document Storage** (**51%**) - **File Sharing** (**49%**) SmartDocs includes **Document Storage**, which covers one of the top capabilities buyers look for in document management software. However, it does not offer **Secure Data Storage** or **File Sharing**. Instead, the product provides **Data Import/Export** (**44%**), which can still support document movement between systems and make records easier to access across workflows. These features help businesses keep files organized and available, while giving teams a practical way to manage document transfer and day-to-day information handling. Data Import/Export 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Import and export data to and from software applications Access Controls/Permissions 4.5 (6) 33.33% of 6 reviewers that rated this feature as important or highly important Define levels of authorization for access to specific files or systems Collaboration Tools 4.3 (6) 33.33% of 6 reviewers that rated this feature as important or highly important Provides a channel for team members to share AI models, media files, communicate, and work together Full Text Search 4.5 (6) 83.33% of 6 reviewers that rated this feature as important or highly important Search for specific words or phrases within a document or database Version Control 3.8 (6) 33.33% of 6 reviewers that rated this feature as important or highly important Track revisions and updates made to files and navigate between different versions Customizable Templates 4.0 (4) 25.00% of 4 reviewers that rated this feature as important or highly important Pre-designed layouts that can be customized to match preferences and requirements SmartDocs 28 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commenting/Notes: Leave comments and notes on documents for others to view - Content Library: Centralized repository to store content and assets - Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving - Content Publishing Options: Facilitates online authoring and publishing of the content - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Document Automation: Automated or logic-based workflows that assist in the creation of electronic documents - Document Capture: Scan, move or upload electronic files within the software's repository - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Electronic Forms: Digital forms that are shared and accessed online - Filtering: Find & retrieve relevant data or documents - Full Text Search: Search for specific words or phrases within a document or database - RFP Creation: The process of creating a questionnaire and submitting it to prospective vendors. - RFP Management: Manage and process incoming documents detailing requests for proposals - RFP Responding: The process of creating proposals in response to requests received from potential clients - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Templates: Sample files or documents that could be customized as needed or used as is - Text Editing: Edit text as needed - Version Control: Track revisions and updates made to files and navigate between different versions --- Get Advice We can help you find the software with the features you need. Features 4.6 (153) 4.6 Based on 153 reviews ## Pricing Value for money 4.5 (111) Free Trial [View pricing plan details](https://www.capterra.com/p/143966/SmartDocs-for-Microsoft-Word/pricing/) SmartDocs Professional $695.00 Per User,Per Year SmartDocs University Training Standard Package: $1400 Value for money 4.5 (111) 4.5 Based on 111 reviews ## Integrations [ Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/)[ Microsoft Word](https://www.capterra.com/p/227146/Microsoft-Word/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.5 (108) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.5 (108) 4.5 Based on 108 reviews ## User reviews Overall rating 4.7 Based on 154 reviews Filter by rating 5(112) 4(37) 3(5) 2(0) 1(0) Mentioned topic Sorted by most recent Marissa W. Executive Assistant Construction ### "Want or not want" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 6/10 August 5, 2026 Smartdocs has many favorable features. It is capable of doing many tasks. It does however have its limits. Pros The ability to combine documents from across different platforms was the best part for me. It was very useful. Cons The character limit was something that i didn't care for. I have a document over four hundred thousand words. It cut me off. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JA Juanca A. Contact Person Non-Profit Organization Management ### "Simple document and file management for creative shops." 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 9/10 October 18, 2025 SmartDocs assisted me to gather our documents and files together, prevent wasted time looking for creative files, and present our web development projects to the team. Pros I like the simple document management and file sharing by SmartDocs that makes assets easily sharable and organized across websites and devices. Cons Device access setup was difficult to work through and determining how to use some of the more complex features was a time-consuming process, and I would have liked customer support to answer more quickly when we needed assistance onboarding. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. EG Edmond G. CEO Market Research ### "Great software for creating and managing documents" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 October 15, 2024 The experience with smart docs is pleasant. It's not difficult to use Pros An incredible tool that facilitates document revision and storage. It also makes it easy to organize content in a structured, organized way. Easy and flexible to use Cons Manual completion of quotations is complicated, and the ability to include calculated fields is absent Switched from [Google Docs](https://www.capterra.com/p/160756/Google-Docs/) [Document360](https://www.capterra.com/p/177031/Document360/) I just find the other products a bit expensive Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. MN Matinou N. Assistant Non-Profit Organization Management ### "Gestion de documents " 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 November 18, 2023 Pros Ce logiciel est efficace pour la gestion des documents. Je l'ai apprécié . Cons Ce logiciel est bien pour les documents et n'a aucun inconvénients. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. EM Emily M. Speech and Language Therapist Hospital & Health Care ### "Great tool to collate documents" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 October 15, 2023 Pros SmartDocs has saved me a lot of time! I really enjoy how it connects to the services I use, such as Microsoft Word and Excel and allows me to collate and manage content. Cons I believe the price could be slightly cheaper, however I still believe SmartDocs is worth it. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JA Jacob A. Student Education Management ### "Highly Recommend " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 May 22, 2022 Pros I would highly recommend this software for anyone looking to integrate Microsoft into their content management Cons I did not have any issues with the product Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. SR Sally R. Accounting Construction ### "Very Usefule" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 March 22, 2022 Experience has been great Pros Accesibility and convience is a great tool for our company Cons Not much negative feedback. It has served its purpose with us. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Marissa W. Executive Assistant Construction ### "If you need smarter docs then this is it." 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 March 21, 2022 Overall SmartDocs is a useful tool to keep around. It's kind of like a Mini secretary. It can write reports from a library of templates, duplicate spread sheets and proposals and so much more. Think of it like a secretary you never have to yell at who will never be late delete and knows knows intuitively what you need when it comes to documents. The only bad thing is, it can't get you a cup of coffee too. Pros The fact that this software integrates and works with Microsoft word really appealed to me. I also like The ability to duplicate documents and have certain words, phrases or sections withheld comes in handy. Cons Being able to share a document really doesn't bring anything to the table for me. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. IS Iker satish H. manager Computer Software ### "Makes it easy to share and create documents" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 3.0 3.0 Likelihood to Recommend 9/10 February 7, 2022 Once you learn how to use it, the creation of media becomes simple since the creation can be automated enough and it is easy to share and keep track of what has been created. Pros Is an easy content management solution and is great for document automation Cons It is necessary to instruct the person who will use this software since it is necessary for a correct use. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. BS Beth S. Owner Recreational Facilities and Services ### "Smartdoc speeds paperwork" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 9/10 January 18, 2022 Quick turn around on required doc Pros Ease of sending and returning do Choice of fonts and individual options Cons New users might struggle at first. Instruction email could be better written. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. 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