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Module · SmartDocs

Documents that fillthemselves in.

Docs, spreadsheets, presentations and surveys in one suite, started from a template and filled with the customer and job data you already have in donefy.

  • Four editors

  • Start from templates

  • Filled from donefy

4 sections

DocsSpreadsheetsPresentationsSurveys

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.

The SmartDocs suite

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.

donefy.io · SmartDocs · DocsDocs

Docs

0 documents

New document
Search documents…

No documents yet

Create your first document and it will appear here.

New document

Spreadsheets

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.

donefy.io · SmartDocs · SpreadsheetsSpreadsheet

Spreadsheets

0 spreadsheets

New spreadsheet
Search spreadsheets…

No spreadsheets yet

Create your first spreadsheet and it will appear here.

New spreadsheet

Presentations

Slide decks that tell the story.

Build stunning slide decks and visual stories, theme-ready, presentation-perfect, and one click from Present or export.

donefy.io · SmartDocs · PresentationsPresentation

Presentations

0 presentations

New Presentation
Search presentations…

No presentations yet

Create your first presentation to get started.

New Presentation

Surveys

Forms and polls that go live.

Collect responses with interactive forms, ratings, and NPS, build from feedback templates, then publish and go live.

donefy.io · SmartDocs · SurveysSurvey

Surveys

0 surveys

New Survey
Search surveys…

No surveys yet

Create your first survey to start collecting responses.

New Survey

Inside SmartDocs

Every document your business sends, in one place.

SmartDocs has four editors under one menu: Docs, Spreadsheets, Presentations and Surveys.

Rich-text Docs

Letters, notes and reports from a template library, with sharing controls on every file.

Spreadsheets with charts

Formulas, typed columns and charts, with CSV, XLSX and PDF export.

Live donefy data

Insert customer and job data into a sheet and keep the linked ranges up to date.

Presentations

Build themed decks from templates, present them full screen or export them.

Surveys with NPS

Build a feedback form, publish it on a live link and read the results as they arrive.

Version history

See what changed in a spreadsheet and restore an earlier version when you need it.

Why teams switch

Three reasons your documents just work.

From data to document, with less typing at every step.

From data to document

Pull customer and job data into your files instead of retyping it.

A template for every job

Proposals, budgets, pitch decks and NPS surveys start ready-made.

Share-ready, always

Export, share a link, present or publish live, straight from the editor.

Questions

What teams ask first.

Documents, spreadsheets, presentations and surveys, each with its own editor and a library of starter templates.

Yes. Insert donefy data into a sheet and link the range, so it can be refreshed instead of retyped.

Use the share controls to create a link, or export the file. Surveys publish on a live link that anyone can answer.

Spreadsheets export to CSV, XLSX and PDF. Documents and presentations can be exported from their editors too.

Stop copy-pasting. Start generating.

Every document your business sends, built from the data you already have.