Average Ratings 13 Ratings
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Description
Docs Made Simple: The ultimate Salesforce document creation tool with eSigning capability. Create professional documents within minutes. From proposals to quotes, from legal documents to presentations, from account plans to contract, you can use data from any standard object or custom object.
Predefined or customizable templates will ensure that your business documents are effective. It's easy to use and requires no coding knowledge. It's the #1 Document Generation App in Salesforce AppExchange, trusted by 7000+ users daily.
Description
SmartDocuments is a document automation and document creation software that allows businesses to create and manage documents quickly.
Always ensure that you send and store documents with the correct corporate identification. You can easily create your own templates and manage them. No more copying and pasting Word documents.
Insert external data into documents to automate the creation of documents Drag & Drop is all that's required to create a template.
We value simplicity above all else, no matter how many features we add.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Aareon Smart World
No
Alfresco Digital Business Platform
No
AnNoText
No
Cegeka
No
Centric
No
Docusign
No
Legisway Essentials
No
Microsoft 365
No
Microsoft SharePoint
No
OpenText Process Automation
No
Integrations
Aareon Smart World
Yes
Alfresco Digital Business Platform
Yes
AnNoText
Yes
Cegeka
Yes
Centric
Yes
Docusign
Yes
Legisway Essentials
Yes
Microsoft 365
Yes
Microsoft SharePoint
Yes
OpenText Process Automation
Yes
Pricing Details
$0
Free Trial
Yes
Free Version
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Docs Made Easy
Founded
2021
Country
United States
Website
docsmadeasy.com
Vendor Details
Company Name
SmartDocuments
Founded
1994
Country
Netherlands
Website
www.smartdocuments.com
Product Features
Document Generation
Batch Processing
Yes
Collaboration
No
Digital Signature
Yes
Interaction Tracking
No
Multiple Output Formats
Yes
Templates
Yes
Document Management
Access Controls
No
Archiving & Retention
No
Collaboration Tools
No
Compliance Tracking
No
Document Archiving
No
Document Assembly
No
Document Capture
No
Document Conversion
No
Document Delivery
No
Document Indexing
No
Document Retention
No
Electronic Signature
Yes
Email Management
No
File Recovery
No
File Type Conversion
No
Forms Management
No
Full Text Search
No
Offline Access
No
Optical Character Recognition
No
Print Management
No
Version Control
No
Product Features
Document Generation
Batch Processing
Yes
Collaboration
Yes
Digital Signature
Yes
Interaction Tracking
Yes
Multiple Output Formats
Yes
Templates
Yes
Forms Automation
Approval Process Control
Yes
Archiving & Retention
Yes
Collaboration
Yes
Document Indexing
Yes
Drag & Drop
Yes
Full Text Search
Yes
Remote Document Access
Yes
Rules-Based Workflow
No
Text Editing
Yes
Version Control
Yes
