Data
🏷️ Product Metadata
Last Updated: September 7, 2025Product data models in SmartSaaS include specialised metadata to help you manage every aspect of your products efficiently. When you open a product record, extra tabs appear on the left side to organise detailed information, including an overview of key product details and attributes, inventory levels and locations, supplier information and contacts, pricing details such...
⚙️ Data Model Settings
Last Updated: September 7, 2025SmartSaaS lets you manage and customise your models, giving you full control over your data models and how they are shared or updated. You can edit the model to adjust fields, send group emails or WhatsApp messages, view and share QR codes, make your data public for crowdsourcing, or clear dataset content (⚠️ irreversible) when...
⚡ Data Model Actions
Last Updated: September 7, 2025SmartSaaS lets you automate and manage actions connected to your data models, giving your organisation powerful tools to streamline workflows and improve efficiency. Actions can be managed from both desktop and mobile devices using a simple drag-and-drop interface, making it easy to assign automated tasks to any submitted information. Common actions include duplicating data models,...
⭐ Favourite Data
Last Updated: September 6, 2025Favourite Data lets you quickly mark the data models you use most often, giving you fast access to the information that matters most. By flagging your favourites, you can streamline your workflow, reduce search time, and focus on the data that drives your daily tasks. To favourite a data model, simply click the star icon...
⬆️📂 Uploading Your Data
Last Updated: September 7, 2025Uploading data to SmartSaaS is simple, flexible, and designed to get you up and running quickly. You can upload contacts or files in CSV or Excel formats, either directly from your device or from connected accounts like Google Drive or OneDrive. Once your file is selected, SmartSaaS AI will automatically generate a data template, creating...
🌍 Sharing Public Data
Last Updated: September 7, 2025Public Data allows you to share your data models openly, enabling others to contribute and collaborate. This feature is ideal for collecting contributions for charities, collaborating on academic projects, or building community-driven data models for organisations. To share a model publicly, simply create your data model and enable the public sharing option in the settings....
🕸️ Visualising Data Model Links
Last Updated: September 7, 2025Data Model Links give you a clear overview of how your models connect with one another. The visual map highlights relationships and dependencies between models, showing how information flows across your organisation. With this connected view, you can easily trace how different models interact — for example, how customer records link with sales campaigns or...
🛠️ Utilities
Last Updated: September 6, 2025Utilities in SmartSaaS act like lightweight spreadsheet formulas, giving you a quick way to manipulate data, run repetitive functions, and perform calculations directly inside your models. They’re perfect for tasks like cleaning up entries, applying simple math, or standardising fields—without needing a full spreadsheet tool. With AI support, Utilities can also automate repetitive steps, guide...
🌐 Webpage Templates
Last Updated: September 6, 2025SmartSaaS makes it easy to build custom webpages using a flexible drag-and-drop interface. Start with a blank canvas or choose from ready-made templates designed for your business needs. You can add elements like text, images, videos, buttons, forms, maps, and flexible layout blocks. Simply drag them into place, adjust dimensions, styling, and positioning, and watch...
🎨 Creative Templates
Last Updated: September 7, 2025SmartSaaS allows you to design images and marketing assets quickly and efficiently. Use the drag-and-drop editor to create visuals for social media, advertisements, banners, or any marketing material. Customise layouts, add text, images, icons, and other design elements to match your brand’s style. Once created, these assets can be saved and reused in future marketing...
📄 Document Templates
Last Updated: September 6, 2025SmartSaaS makes it easy to create professional and fully customisable documents for your business. Document templates save time, ensure consistency across your team, and make it simple to produce high-quality materials for internal use, client communications, or marketing purposes. To start a new document template, click the ➕ icon at the top-right of the Document...
🧾 Invoice Templates
Last Updated: September 6, 2025SmartSaaS makes it simple to create, edit, and manage invoice templates tailored to your business needs. Invoice templates ensure accuracy, maintain consistency across clients, and save time by automating repetitive billing tasks. They are essential for keeping financial processes organised and professional. To create a new invoice template, click the + icon at the top-right....
📧 Email Templates
Last Updated: September 7, 2025SmartSaaS makes it simple to create, edit, and manage email templates for your campaigns. You can start fresh by creating a new template or upload an existing one to adapt for your needs. On the top-right of the Email Templates page, the + icon lets you create a new template, while the upload icon allows...
🔖 Tagging Data Models
Last Updated: September 7, 2025Tags are a powerful way to organise and enhance your data models in SmartSaaS. When creating a form, you can enter tags separated by spaces to categorise your data and help the AI understand relationships between models. Tags make it easier to search for specific models, connect related data models, and improve AI-generated suggestions. You...
📈 Visualise Your Data Performance
Last Updated: September 7, 2025Your data tells a story, but interpreting it and sharing insights from spreadsheets can be challenging. SmartSaaS makes it simple to visualise your data and unlock its full potential using AI. Import your data—whether from a spreadsheet or CSV—and SmartSaaS automatically creates a shareable, visual representation. This lets you quickly understand trends, spot opportunities, and...
🧩 Creating Data Models
Last Updated: September 7, 2025Every business is unique, and SmartSaaS lets you build data models tailored to your needs. You can drag and drop elements, add or remove fields, and fine-tune forms to reduce errors and eliminate redundant data. Our AI suggestions provide helpful guidance along the way, ensuring best practices are followed and making data modeling easier for...
🗄️ Exporting Your Data Models
Last Updated: September 7, 2025We are confident that our application is the best solution for your business but appreciate that things may not always work out. That’s why we have made it simple for your to be able to export your data. SmartSaaS gives you full control over your data models, making it easy to export them whenever needed....
➕ Adding Data to Your Model
Last Updated: September 7, 2025Adding data to your models is simple and seamless across all devices. On mobile, just tap the + icon at the bottom of your screen, and the latest schema will appear along with any validations you’ve set for your model. On web or desktop, the Context Panel provides a variety of tools to efficiently manage...
📤 Sharing Data Models
Last Updated: September 7, 2025SmartSaaS makes it easy to share data models across devices using all available tools, whether AirDrop for iOS or Bluetooth for Android. Models can be shared with anyone, including users who do not have a SmartSaaS account. In these cases, recipients receive view-only permissions, giving stakeholders or clients insight into the data along with access...
✏️ Editing Data Models
Last Updated: September 7, 2025Business requirements are constantly evolving, and SmartSaaS ensures your data models evolve alongside your business. You can edit your models at any time, leveraging the power of our AI to adapt forms to today’s needs. As the AI continuously improves, it provides updates and suggestions, including trending models that have proven successful in your industry,...
🗂️ What are Templates?
Last Updated: September 7, 2025Templates in SmartSaaS are pre-built structures that help you create consistent, professional, and reusable designs for your business needs. Instead of starting from scratch each time, templates give you a foundation—whether for emails, invoices, documents, webpages, or creative assets—that you can customise to match your brand and purpose. Templates streamline your workflow, reduce errors, and...