SmartDocs Improvement

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.

2
2 votes

Submitted · Last Updated