Average Ratings 12 Ratings
Average Ratings 0 Ratings
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
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
API Access
Has API
Integrations
Salesforce Sales Cloud
Pricing Details
$0
Free Trial
Free Version
Pricing Details
$29.95 one-time payment
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
Traxmaster Software
Country
United States
Website
www.smoothdocs.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