Smart Document

by PROS Inc.Microsoft 365Price not published

Create and manage Word templates with dynamic content for commercial and legal documents.

Facts verified marketplace.microsoft.comAd-free rankings
PRICINGNot published
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
Smart Document — screenshot from the Microsoft Marketplace listing

What it does

Smart Document creates and manages commercial or legal document templates in Word. Templates use dynamic fields, tables, images, conditional sections, and references to sub-templates, with content populated when documents are generated. Generated documents can be Word or PDF files, including merged or attached documents. Static text can support multiple languages, and some content can be password blocked.

Key capabilities

from the Microsoft Marketplace listing

Dynamic fields and tables

Templates can include fields and tables that are populated with data during document generation.

Password-blocked content

Templates can contain content protected by a password.

Sub-template references

A template can reference sub-templates.

Merged and attached documents

Generated documents can include merged or attached documents.

Dynamic image insertion

Images can be inserted dynamically during document generation.

Conditional sections

Templates can include sections that are handled conditionally.

Multilingual static text

Static text in templates can support multiple languages.

Use cases

  • Legal and marketing departments can create document templates for commercial or legal documents.
  • Sales teams can generate Word or PDF documents to share with customers.

Who it's for

Legal departments, marketing departments, and sales organizations.

In the catalog

17 plugins in Word · Sales

Price distribution: 2 free, 4 paid, 11 price not published

Pricing & deployment

Platform
Microsoft 365
Product
Word
Deployment
Cloud
Pricing
Price not published

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What the vendor says

«Smart Document enables the creation and administration of commercial or legal document templates using dynamic content placeholders (tags) that will then be populated with real data later, upon document generation. Some of the functionalities provided by the add-in are: - Dynamic fields and tables - Password Blocked …»

Official marketplace listing

Publisher
PROS Inc.
Updated on marketplace
Facts verified

Tags

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