# SmartDocs Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about SmartDocs Software - reviews, pricing plans, popular comparisons to other Document Management products and more.

Source: https://www.capterra.com/p/143966/SmartDocs-for-Microsoft-Word

---

# 

 SmartDocs Software Review 2026: Features, Integrations, Pros & Cons

Last updated on June 3, 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/)

Overall rating

Based on 153 user reviews

Reviews sentiment

Positive

97%

Neutral

3%

Negative

0%

Starting price

$695

Per User, Per Year

Free trial  
available

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...

## SmartDocs alternatives

Highest Rated

[Google Drive](https://www.capterra.com/p/161425/Drive/)

[4.8 (28,510)](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/)

[4.7 (9,360)](https://www.capterra.com/p/121506/Docusign/reviews/)

Starting price

$15.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

97%

of reviewers

rated it above 4 stars

[4.5 (1,249)](https://www.capterra.com/p/131735/PandaDoc/reviews/)

Starting price

$19.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

91%

of reviewers

rated it above 4 stars

[Google Docs](https://www.capterra.com/p/160756/Google-Docs/)

[4.7 (29,004)](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/)

[View all alternatives](https://www.capterra.com/p/143966/SmartDocs-for-Microsoft-Word/alternatives/)

## FAQs about SmartDocs

Overview

### What problems does SmartDocs solve?

SmartDocs helps teams eliminate slow, error-prone document creation by automating indexes, reusing templates and content, and simplifying image, table, hyperlink, and reference insertion. It also reduces file-sharing friction and revision bottlenecks across devices. Documentation teams, trainers, writers, project collaborators, and office staff benefit most from faster, cleaner document workflows.

Answer based on 77 reviews

Overview

### Which roles and teams benefit most from SmartDocs?

SmartDocs benefits students, small business owners, office administrators, and executives who need fast, organized document creation and management. Student users rely on it for assignments and study materials, while owners, managers, and assistants use it to streamline paperwork, support daily operations, and keep business documents consistent and accessible.

Answer based on 151 reviews

Overview

### What company size and industries is SmartDocs built for?

SmartDocs is built for sales teams at small businesses, which account for 60% of reviewers, and is most common in Education Management at 10%. It also serves enterprises at 27% and midsize businesses at 13%, with additional adoption in Computer Software at 7% and Construction at 4%.

Answer based on 153 reviews

Features and Usability

### What are the key features of SmartDocs?

SmartDocs includes core document automation for creating multiple document versions from a master file, plus document management features like storage, version control, and search. Differentiating capabilities include customizable templates, reusable snippets, automatic index generation, document editing in Microsoft Word, and collaboration through comments, sharing, and approval controls.

Answer based on 43 reviews

Integrations

### Which third-party tools and platforms does SmartDocs integrate with?

SmartDocs integrates with 2 third-party tools: Microsoft Word and Microsoft SharePoint. Reviewer feedback consistently confirms Microsoft Word as the primary integration, with SmartDocs working as a Word extension for document creation and collaboration. Catalog data also lists Microsoft SharePoint for accessing and managing stored content alongside Word-based workflows.

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 teams to learn after initial setup, with in-person training, live online sessions, webinars, and documentation available. Reviewers say everyday users pick it up quickly once shown the basics, while Microsoft Word beginners, new admins, and users managing content reuse may need more guided instruction early on.

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 report that help can be useful, but response times are often slow, with some tickets taking days and documentation sometimes feeling outdated or thin for complex setup and feature questions.

Answer based on 8 reviews

Features and Usability

### How well does SmartDocs handle document management?

SmartDocs handles everyday document management well, especially for creating, saving, finding, converting, and sharing files across teams. Small businesses, students, and office staff like the familiar menus, templates, and recent-file access. Some users mention format or encryption issues when sending documents outside Microsoft-based workflows.

Answer based on 28 reviews

Features and Usability

### How good is SmartDocs for editing documents?

SmartDocs supports document editing well with reusable content, formatting tools, suggestions, and easy updates for repeated files. Teachers, remote workers, and administrative teams value quick customization, document variations, and Microsoft Word integration. Some users note limits with simultaneous editing and occasional trouble opening or modifying certain documents.

Answer based on 24 reviews

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

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 media files, communicate, and work together

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

Access Controls/Permissions

4.6 (5)

40.00% of 5 reviewers that rated this feature as important or highly important

Define levels of authorization for access to specific files or systems

Full Text Search

4.4 (5)

80.00% of 5 reviewers that rated this feature as important or highly important

Search for specific words or phrases within a document or database

Content Library

4.3 (3)

66.67% of 3 reviewers that rated this feature as important or highly important

Centralized repository to store content and assets

Customizable Templates

4.0 (3)

33.33% of 3 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

Define levels of authorization for access to specific files or systems

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Manage the process of evaluating documents or requests submitted for approval

A record of all activities within the system, including user access, changes made, etc.

Provides a channel for team members to share media files, communicate, and work together

Leave comments and notes on documents for others to view

Centralized repository to store content and assets

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Facilitates online authoring and publishing of the content

Pre-designed layouts that can be customized to match preferences and requirements

Import and export data to and from software applications

Automated or logic-based workflows that assist in the creation of electronic documents

Scan, move or upload electronic files within the software's repository

Store, manage, and track all electronic documents in a centralized location

Store and organize documents in a centralized system

Assemble applications and processes by dragging over and arranging pre-built components

Digital forms that are shared and accessed online

Find & retrieve relevant data or documents

Search for specific words or phrases within a document or database

The process of creating a questionnaire and submitting it to prospective vendors.

Manage and process incoming documents detailing requests for proposals

The process of creating proposals in response to requests received from potential clients

Search and filter data across systems to locate required information by entering keywords or certain criteria

Sample files or documents that could be customized as needed or used as is

Edit text as needed

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 (152)

4.6

Based on 152 reviews

## Pricing

Value for money

4.6 (110)

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

Value for money

4.6 (110)

4.6

Based on 110 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 (107)

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 (107)

4.5

Based on 107 reviews

## User reviews

Overall rating

4.7

Based on 153 reviews

Filter by rating

5(112)

4(36)

3(5)

2(0)

1(0)

Mentioned topic

Sorted by most recent

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.

MW

Marissa W.

Business Office Mamager

Primary/Secondary Education

### "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.

KH

Karissa H.

CEO

Apparel & Fashion

### "Great for simple 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

7/10

November 27, 2021

Pros

I like the ease of creating simple documents that are easy and quick to make.

Cons

To me it is not the greatest when creating more detailed or creative documents. So I use it more for the basic

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.

[View all Reviews](https://www.capterra.com/p/143966/SmartDocs-for-Microsoft-Word/reviews/)

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