Audience

Companies looking for a Document Management system

About Excel-to-Word Document Automation

The Excel-to-Word Document Automation Add-in automates updating of Excel-based content into Word and PowerPoint documents. Updatable content includes text, lists, tables, images, and charts. It also makes it easy to link/map the “dynamic” content to be updated. Update any new or existing Word or PowerPoint document with content from any new or existing Excel workbook. Update recurring reports and documents that need to be customized/personalized multiple times. Use your workbooks and your documents as templates -- any Word or PowerPoint document "linked" to the workbook using the core add-in can be used as a template The add-in makes it easy to link, test, upload, and manage document templates and associated Excel-based tools.

Pricing

Free Version:
Free Version available.

Integrations

Ratings/Reviews

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Company Information

AnalysisPlace
Founded: 2010
United States
Analysisplace.com

Videos and Screen Captures

Excel-to-Word Document Automation Screenshot 1
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Product Details

Platforms Supported
Cloud
Windows
Mac
Training
Documentation
Support
Phone Support
Online

Excel-to-Word Document Automation Frequently Asked Questions

Q: What kinds of users and organization types does Excel-to-Word Document Automation work with?
Excel-to-Word Document Automation works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Excel-to-Word Document Automation support in their product?
Excel-to-Word Document Automation supports these languages: English.
Q: What kind of support options does Excel-to-Word Document Automation offer?
Excel-to-Word Document Automation offers support via phone support and online.
Q: What other applications or services does Excel-to-Word Document Automation integrate with?
Excel-to-Word Document Automation integrates with: Microsoft Excel, Microsoft Word, and Microsoft PowerPoint.
Q: What type of training does Excel-to-Word Document Automation provide?
Excel-to-Word Document Automation provides training in the form of documentation.

Excel-to-Word Document Automation Product Features

CPQ

Guided Selling Supported
Proposal Generation Supported
Quotes / Estimates Supported
2D Drawing Not Supported
3D Modeling Not Supported
Approval Workflow Not Supported
Product Configurator Not Supported
Renewal Management Not Supported
Self Service Portal Not Supported
eCommerce Not Supported

Document Management

Document Assembly Supported
Document Indexing Supported
Version Control Supported
Access Controls Not Supported
Archiving & Retention Not Supported
Collaboration Tools Not Supported
Compliance Tracking Not Supported
Document Archiving Not Supported
Document Capture Not Supported
Document Conversion Not Supported
Document Delivery Not Supported
Document Retention Not Supported
Electronic Signature Not Supported
Email Management Not Supported
File Recovery Not Supported
File Type Conversion Not Supported
Forms Management Not Supported
Full Text Search Not Supported
Offline Access Not Supported
Optical Character Recognition Not Supported
Print Management Not Supported

Reporting

Financial Reports Supported
Marketing Reports Supported
Sales Reports Supported
Scheduled / Automated Reports Supported
Customizable Dashboard Not Supported
Data Source Connectors Not Supported
Drag & Drop Not Supported
Drill Down Not Supported
Email Reports Not Supported
Forecasting Not Supported
OLAP Not Supported
Report Export Not Supported

Sales Enablement

Document Management Supported
Presentation Management Supported
Proposal Management Supported
Collaboration Not Supported
Contact Management Not Supported
Content Management Not Supported
Goals / Quota Management Not Supported
Lead Management Not Supported
Meeting Management Not Supported
Performance Management Not Supported
Territory Management Not Supported
Training Management Not Supported

Excel-to-Word Document Automation Additional Categories