SmartDocs Improvement
Edie Mew
Member Posts: 168 VERIFIED MEMBER
I have a couple of clients who use SmartDocs and OneDrive/Sharepoint integration. The principal works for them, but getting down to the functional details, there have been some suggestions.
It would be ideal if there is a templates section under documents in the account set up area (not within a deal, contact etc).
The integration between PD and Onedrive/Sharepoint needs to improve, the file type needs to be correct otherwise you dont see templates/documents created in the folder. Also when editing a document, the header and footer design tools are not the same as usual in word.
The ability to attach a PDF to the document, for example brochures or product data sheets.
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