Who Uses This Software?

Used by Sales Teams of 10s, 100s, and 1000s to automatically create proposals, RFPs, SOWs, and more. Our customers see productivity increase 80% or more by integrating SmartDocs + MS Word.


Average Ratings

21 Reviews
  • 5 / 5
    Overall
  • 5 / 5
    Ease of Use
  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Free Trial
  • Deployment
    Installed - Windows
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • 36Software
  • 36software.com
  • Founded 2009
  • United States

About SmartDocs for Microsoft Word

SmartDocs brings state-of-the-art proposal automation tools right into Microsoft Word's intuitive and user-friendly environment. Our customers see a productivity improvement of up to 80%. That means what used to take days or weeks to produce now takes minutes to create. No IT professional or consultant is needed to implement and maintain SmartDocs. With SmartDocs your team will spend less time writing and eliminate costly mistakes. SmartDocs is perfect for teams of 10, 100, 500, or more.


SmartDocs for Microsoft Word Features

  • Approval Process Control
  • Document Management
  • Indexing
  • Permission Management
  • Rich Text Editor
  • Rule Based Publishing
  • Search
  • SEO Management
  • Template Creation
  • Version Control
  • Automatic Formatting
  • Calendar Management
  • Collaboration
  • Contact Management
  • Content Repository
  • Document Management
  • Electronic Signature
  • Knowledge Library
  • Pipeline Management
  • Requirements Management
  • Revision Management
  • RFP Management
  • Task Management
  • Templates
  • Version Control

SmartDocs for Microsoft Word Reviews Recently Reviewed!


Capterra-loader

ideal to make great content reports.

Mar 19, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: has an endless number of ideal tools for the production of large content reports, where you can edit it, change typeface, font size, use symbols, insert images from different sites, including preloaded in the program, as stored in the computer. The best of this program esque you can make the index of your work automatically, which avoids that there is a human error when doing it in a non-automated way, which also gives the user the minimization of time in the final execution of the report.

Cons: Sometimes the program closes unexpectedly and you can lose much of the inormaicon that is not saved, because you should always be aware of saving the information, even though the program has a self-recovery mode. In addition to this, it is not compatible with the free operating system, which means that when you open a file that is saved in any of these systems, it is modified arbitrarily and you must redo the edition of it.

Overall: The biggest benefit is that you can minimize the time in the edition of large documents such as research, degree work or any other large work, since you have at your disposal a number of tools that are easy to access and easy to use. the edition of these.

Making Proposal Writing easier every day

Sep 28, 2017
4/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: SmartDocs is an extension right into Word, so I don't have to open and close multiple programs to manage my content. I can update responses on the fly, and easily search and find the content I need.

Cons: They are a small company and sometimes support takes a couple of days. And the latest version is only available in Beta form, but I have started to use it and it already wowed me!

Vendor Response

by 36Software on October 13, 2017

Lauren, Thank you so much for your review! We love hearing from our customers and we take your feedback to heart. We're so glad to hear that you're enjoying the new Beta version of SmartDocs. We'll be releasing the final version soon! We're sorry for any inconvenience stemming from Support response times. We're adding members to our Support team in the near future in hopes that we can answer Support tickets more efficiently. Thanks again for being a valued SmartDocs user! The 36Software Team

It is one of the best software to work on in proffesional network

Aug 06, 2018
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: You can modify and save your data as in way you want.
You can even send these files without any restrictions via email.
It has a autosave functionality which is one of the best feature of this software.

Cons: Only one person is able to modify the word document at a single time.Share functionality is not available on word document as it is in excel.

If you like Word, use it to its full potential with SmartDocs!

Oct 18, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I installed SmartDocs in October 2013, using it with a local SharePoint CMS. I have not needed to touch the CMS setup since, except for once. Searching all my content stored in SharePoint from within Word is an incredible feature. There was no conversion downtime for me either because I can insert snippets in an existing legacy manual. Another option is that I can build a document from scratch and add conditions and variables, as many or as few as I like. The flexibility of this solution is very valuable and unique from a continuous deployment perspective. Additionally, I can collaborate directly with colleagues from other departments because everything is integrated in Word.

The purchased training was tailored to my needs. Other software companies have their content imposed on you and waste time on things you already know, but not 36Software. You complete a form that defines exactly what training you need, schedule consulting, and participate in it. Additionally, the support portal is full of information. 36 Software also provides free training via webinars that covers most of your needs and gives you the opportunity to ask questions directly to the SmartDocs experts.

This solution in Word saved big on learning & training expenses, conversion time, and consulting expenses, which earned me a good review with my supervisor.

In use everyday, never no issues

Dec 05, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Everything you can do on Microsoft.
What I like is that you won't ever loose a product or file saving make everything so much better

I use Smart Docs for everything. I love the simplicity it has and the ease of access.

Dec 05, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: What i like most is that it is all updated and the latest apps or features are always included, with helpful tips.

Cons: What i like least about the software is that some of the features are somewhat outdated, for example, the cliparts on word.

Great way to work on docs anywhere

May 04, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Love the integration of multiple docs, the ease of use and of course anything that says Microsoft is a trusted brand.

Cons: No cons whatsoever. The price is right and my company pays for it so I loved being able to try it there. I'm in love.

Advanced product which is simple to use! Saves me so much time daily!

Dec 29, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Pros: Allows me to easily customize documents and enhance Microsoft Word. I use the same documents over and over again, so this add-on makes my life so much easier and has saved me a lot of time. It is advanced, however still easy to use. I'm always impressed with Microsoft's new products and this one is just as great. Microsoft never lets me down!

Cons: One of my first times using this product I received a document error, but soon enough was able to troubleshoot the issue.

Overall: Saves me time on the same documents I use day-to-day.

Capterra-loader

I can create all kinds of writings instantly!

Jun 18, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It's an easy-to-use word processor, it has helped me save time. The interface will be familiar to anyone who has used Microsoft Word before. It is an excellent complement for writers and editors

Cons: I really do not have any negative comments or complaints about this software. I discovered it a little while ago and I love it

Overall: Excellent word processor

excellent text editor

Jun 02, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: the ideal is that you do not lose sight of word, and that helps us to make the work environment is conosido, one of the interesting things was the automatic index is very good to not have errors.

Cons: in general the software does not have cons, only that there are times that it closes but this can be done by my computer.

Use this every day - very useful!

Mar 26, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: We mostly use this software to craft proposals. We love it! The automated document assembly is our favorite! This makes us very efficient.

Cons: The cost of the varying levels is kind of a drag. But it is what it is. Costs associated with this software are worth it.

Want to save time, try this!!

Jun 09, 2018
4/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money

Pros: It has a well organised clipboard,easy to view or open any document.And typical Microsoft User Interface.

Cons: During my initial days of usage everything was fine. But after some time I faced loading issues and glitches but they are not a big concern.

It's very useful!

Dec 14, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Leveraging on advanced cloud computing technology, SmartDocs is a fully integrated and smart solution that helps enterprises to organize and archive their document repositories and collaborate across teams with no fear of data theft. SmartDocs is designed with advanced security features that help in creating a secure, shared online workspace for user groups, employees and external stakeholders in an organization allowing them to collaborate for improved operational efficiency and business benefit.

I like

Mar 07, 2018
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Easy and most popular extension. All peoples handled this file because 80% offices use this software

Overall: Simple design and easy to use interface I like it. And help to my business in printing word processing

Keeps my snipets organized to use easily.

Jan 31, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: How I wish they had this in my school days. This makes creating documents with repetitive content a breeze. It's takes copy and paste to a new level with an organized clipboard. Also makes it easy to view how it's laid out in the document. Smart builder is my favorite for easy to find templates I've made.

Cons: The bar does take up some space which bothers me some. But I really don't have much to complain about except perhaps color and size.

Microsoft Word power users get more power

Jul 09, 2018
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: For those who think that they've already made the most of Microsoft Word, SmartDocs offers a way to go beyond the original MS Word features. It's especially useful for those in large corporations or who work remotely with various individuals in different areas.

Cons: For Microsoft Word beginners, the challenges of learning MS Word coupled with learning SmartDoc may prove daunting.

Overall: Ability to share documents and re-use existing content.

Capterra-loader

Smart Docs is really useful to me in the creation of the document and sharing content with writers.

Jun 25, 2018
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money

Pros: Smart Docs lead writers to a choice of pre-approved snippets, allowing them to automatically insert the relevant content. You may also publish the numerous documents to Word and PDF by choosing from your existing list of Document Snapshots.

Cons: Smart Docs are a bit highly priced software. They should be given free for at least 2 months. It also seems a bit complex.

Great product

Apr 04, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Comments: Very easy to use and helpful product! Smart Docs for Microsoft Word has been helpful in increasing productivity.

Free version is perfect

Mar 08, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
3 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: -Free Version does basically everything you could need, personal or business
-Essentially just Microsoft Word/Excel add-on

Cons: -Did not feel the need to upgrade to paid version at any time
-Some loading problems
-Document glitches (not always saving correct version)

Amazing product from a tried and true company

Jan 09, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Saves times because i use the same documents day in and day out. It allows me to easily customize documents

Cons: The product needs support for for excel and publisher and microsoft access, and graphics and need to update outdated information

this product is an excellent product for company

Aug 09, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: this product is an excellent product for company
it is easy to use
this product works with windows 10

Cons: this product needs support for 3d and support for excel and publisher and microsoft access, and graphics,

Overall: this product is an excellent product for company