SmartDocs for Microsoft Word

5 / 5 5 reviews

Who Uses This Software?

Used by Sales Teams of 5 to 5000 for proposals, RFPs, SOWs, contracts, and more. SmartDocs remains the global leader in MS Word content management and document automation software.


Average Ratings

5 Reviews
  • 5 / 5
    Overall
  • 4.5 / 5
    Ease of Use
  • 4 / 5
    Customer Service

Product Details

  • 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

Used by sales teams of 5 to 5000 to create proposals in minutes without leaving Microsoft Word. SmartDocs brings state-of-the-art proposal automation tools right into Word's intuitive and user-friendly environment. 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. Automate document creation. Collaborate, Customize, and Track.


SmartDocs for Microsoft Word Features

  • 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!

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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Extremely
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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

Smart Docs helps us protect our secure documents!

Aug 15, 2017
5/5
Overall
3 / 5
Ease of Use
2 / 5
Features & Functionality
1 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Extremely
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Pros: It's intuitive and user-friendly, you need no programmer skills to run. It's just made to be easy and quick. On top of that, their proposal looks like super neat web page and it impresses my prospect when I show it off.

Cons: Sometimes is runs very slow and causes frustration. It's not very professional when you are presenting in from of a large audience and your site freezes up or doesn't even load.

Overall: There are a few technical glitches sometimes. Overall, there is great potential for the development aspect of product. We hope to be apart of the growth!

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.

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.

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.