Documents that fill
themselves in.
Docs, spreadsheets, presentations, and surveys — generated branded
and ready to sign, straight from your CRM data.
Four editors, one suite
A template for every job
Filled from your CRM
4 sections
Inside SmartDocs
One editor for every document.
SmartDocs is where your company's documents get made — rich docs, spreadsheets, presentations, and surveys, each with its own editor and a shared template library. Because it lives inside donefy, every file can pull straight from your CRM data: branded, ready to sign, no copy-paste required.
Below, we walk through each editor — starting with Docs, the writing surface everything else builds on.
Four editors, one template library — every file born from your CRM data, share-ready from the start.
Docs
Rich documents, written in minutes.
Write, format, and collaborate on rich-text documents — letters, notes, and reports, all in one place, with a template for every job.
Docs
0 documents
No documents yet
Create your first document and it will appear here.
New documentSpreadsheets
Smart tables that do the math.
Organize and analyze data with smart tables, formulas, and charts that update as you type — business-ready templates included.
Spreadsheets
0 spreadsheets
No spreadsheets yet
Create your first spreadsheet and it will appear here.
New spreadsheetPresentations
Slide decks that tell the story.
Build stunning slide decks and visual stories — theme-ready, presentation-perfect, and one click from Present or export.
Presentations
0 presentations
No presentations yet
Create your first presentation to get started.
New PresentationSurveys
Forms and polls that go live.
Collect responses with interactive forms, ratings, and NPS — build from feedback templates, then publish and go live.
Surveys
0 surveys
No surveys yet
Create your first survey to start collecting responses.
New SurveyBenefits
Three reasons your documents
just work with donefy.
From data to document. A template for every job. Share-ready, always.
From data to document
Letters, invoices, and decks born pre-filled from your CRM — no copy-paste.
A template for every job
Proposals, budgets, pitch decks, NPS surveys — start ready-made, not from blank.
Share-ready, always
Export, share, present, or publish live — every file one click from its audience.
No credit card required.
Stop copy-pasting. Start generating.
Every document your business sends, built from the data you already have — free to start.
Four editors, one suite
A template for every job
Filled from your CRM