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Description
Utilize your existing templates to generate contracts through smart forms and impress your clients and teams with seamless eSigning capabilities. Our innovative technology enables you to produce identical documents in a significantly reduced timeframe. You’ll benefit from comprehensive audit logs and eSigning certificates that enhance security and accountability. Clients will be impressed by consistently branded documents, emails, and eSigning pages that reflect professionalism. Conveniently oversee all your templates in a single location, granting you access to any document from any device, anywhere. This streamlined process eliminates outdated templates, ensuring your team always utilizes the most current version. We understand that your time is valuable, which is why our skilled team will handle the setup of your templates for you. Your trial period only commences when your templates are fully configured, allowing you to start efficiently. By delivering professional documents in mere seconds, you can exceed client expectations and ensure compliance with accurate, branded onboarding materials. Close deals swiftly and in accordance with regulations by utilizing well-designed engagement documents. Additionally, our platform is designed to grow with your needs, ensuring ongoing support and updates as your business evolves.
Description
Utilize a user-friendly drag-and-drop interface to design document templates effortlessly. A helpful software wizard leads users step-by-step through the document creation journey. Tailor documents to meet a wide range of needs with ease. Whether crafting legal agreements or generating customer invoices, SmoothDocs is equipped to handle it all. From concise one-page summaries to detailed contracts, SmoothDocs is capable of producing virtually any document your organization requires. Design templates for documents you use frequently to save significant time whenever a new document is generated. Construct customizable templates with ease, segmenting your text into various sections that can be arranged in any desired order. Incorporate custom fields that refresh with each new document creation. Generate documents using your templates by selecting the sections you wish to include. Update fields with personalized text, and modify any part of the document as necessary to suit your requirements. This flexibility ensures that every document can be tailored to perfection, enhancing your productivity and efficiency.
API Access
Has API
Yes
API Access
Has API
No
Integrations
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
Salesforce
Yes
Trustpilot
Yes
Vtiger CRM
Yes
Integrations
HubSpot CRM
No
HubSpot Customer Platform
No
Salesforce
No
Trustpilot
No
Vtiger CRM
No
Pricing Details
$55.42 per month
Free Trial
Yes
Free Version
No
Pricing Details
$29.95 one-time payment
Free Trial
No
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
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
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
Yes
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
Doc2
Country
United Kingdom
Website
doc2.co
Vendor Details
Company Name
Traxmaster Software
Country
United States
Website
www.smoothdocs.com
Product Features
Digital Signature
Audit Trail
Yes
Authentication
No
Auto Reminders
Yes
Customizable Templates
Yes
Document Analytics
No
Mobile Signature
No
Multi-Party Signing
No
Progress Tracking
No
Task Progress Tracking
No
Document Control
Archiving & Retention
Yes
Automated Routing
No
Change Management
No
Compliance Management
Yes
Electronic Signature
Yes
Escalation Management
No
Periodic Review
No
Version Control
Yes
Document Generation
Batch Processing
No
Collaboration
No
Digital Signature
Yes
Interaction Tracking
No
Multiple Output Formats
Yes
Templates
Yes
Document Management
Access Controls
Yes
Archiving & Retention
Yes
Collaboration Tools
No
Compliance Tracking
Yes
Document Archiving
No
Document Assembly
No
Document Capture
No
Document Conversion
Yes
Document Delivery
No
Document Indexing
No
Document Retention
No
Electronic Signature
Yes
Email Management
No
File Recovery
No
File Type Conversion
Yes
Forms Management
No
Full Text Search
No
Offline Access
No
Optical Character Recognition
No
Print Management
No
Version Control
Yes
Product Features
Document Generation
Batch Processing
No
Collaboration
No
Digital Signature
No
Interaction Tracking
No
Multiple Output Formats
No
Templates
Yes
