Average Ratings 12 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
API Access
Has API
Integrations
Aareon Smart World
Alfresco Digital Business Platform
AnNoText
Cegeka
Centric
Docusign
Legisway Essentials
Microsoft 365
Microsoft SharePoint
OpenText AppWorks
Integrations
Aareon Smart World
Alfresco Digital Business Platform
AnNoText
Cegeka
Centric
Docusign
Legisway Essentials
Microsoft 365
Microsoft SharePoint
OpenText AppWorks
Pricing Details
$0
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
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
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
Product Features
Document Generation
Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates
Forms Automation
Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control