SmartWrap

SmartWrap

SmartWrap is a document automation and reporting software that allows users to easily merge data into templates to generate standardized documents. It has features for data mapping, conditional logic, formulas, and more to automate document creation.
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reporting templates data-mapping conditional-logic formulas

SmartWrap: Document Automation and Reporting Software

SmartWrap is a document automation and reporting software that allows users to easily merge data into templates to generate standardized documents. It has features for data mapping, conditional logic, formulas, and more to automate document creation.

What is SmartWrap?

SmartWrap is a powerful document automation and reporting platform designed to help teams streamline document-centric processes. With SmartWrap, users can:

  • Create templates for proposals, contracts, reports, and more using an intuitive drag-and-drop editor
  • Import data from various sources including spreadsheets, databases, and web APIs to automatically populate templates
  • Implement conditional logic, formulas, scripts, and other features to fully customize document output
  • Automate document production and assembly to generate hundreds of personalized documents with just a few clicks

Some key benefits of SmartWrap include increased efficiency and productivity, reduced human errors, shortened document turnaround times, strict version control and audit trails, data privacy and security features, user-friendly workflows across departments, and substantial cost savings. The software integrates easily with popular applications like Salesforce, Marketo, and Office 365 through APIs and addons.

With its flexible API-first architecture and robust feature set for document generation and reporting, SmartWrap provides immense value for sales teams, legal departments, finance teams, healthcare organizations, and more. The software aims to save users significant time on repetitive administrative tasks to focus on their core expertise.

SmartWrap Features

Features

  1. Data mapping and merging
  2. Conditional logic
  3. Formulas and calculations
  4. Template library
  5. Batch processing
  6. Version control
  7. Collaboration tools
  8. API integration
  9. Cloud-based or self-hosted options

Pricing

  • Subscription-Based
  • Freemium

Pros

Saves time by automating repetitive tasks

Improves accuracy by removing manual work

Enables customization and personalization

Centralizes templates and brand assets

Integrates with data sources and other software

Scalable to handle high document volumes

Cons

Can have a steep learning curve

Limited free version with fewer features

Must clean data before importing for best results

May require IT involvement for setup and integration

Ongoing costs for subscription model


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