Frequently Asked Questions

SmartDox™ makes it easy to sync your data across data sources, so that wherever you look it’s accurate and up-to-date. Even better, it allows your users to keep using familiar spreadsheets and documents.

Just because it’s easy to use doesn’t mean you might not have questions, though. Check out some of the most common, and email us if you’d like more information.

SmartDox is a Microsoft Office Add-in, which means that it works with your Excel spreadsheets and Word documents. Once you’ve keyed your information into it, a single click of your mouse sends that data to your data source (such as Salesforce or a database). Alternately, you can pull data from your data source straight into a document and use it for financial forecasting, reports, form letters, and more.
You will only lose the data that hasn’t been synced to the database before the file corruption occurred. Every time you sync your data, SmartDox takes a snapshot of your linked file, so you can always roll back to a previous version.
We’d love to show you the implementation and pricing options that best fit your needs. Contact us now for more information.
Yes, SmartDox is database-agnostic—it can work with the one you already have, or we can help you set one up.
To use SmartDox, you don’t need a database but you do need a data source (such as Salesforce).
SmartDox works with Microsoft Excel and Word documents.
SmartDox secures your data by syncing it across data sources—so it’s always accurate and up-to-date, in every location. This saves you hours of re-keying data into different documents, as well as time spent hunting down the latest version when you need it for decision-making or reports.
We don’t access your information at all—your data is secure and private, and completely in your control.
Yes, SmartDox works with Salesforce.