Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
The Excel-to-Word Document Automation Add-in streamlines the process of transferring Excel content into Word and PowerPoint files, allowing for the effortless integration of various types of content such as text, lists, tables, images, and charts. Users can easily establish connections to this "dynamic" content for updating purposes. This enables the modification of both new and existing Word or PowerPoint documents with data sourced from any Excel workbook, regardless of whether it is newly created or already in use. It is particularly useful for generating recurring reports and personalized documents that require frequent updates. Moreover, users can utilize their workbooks and documents as templates, as any Word or PowerPoint file linked to the workbook through the core add-in can serve as a template. The add-in simplifies the processes of linking, testing, uploading, and managing document templates alongside related Excel-based resources, ensuring efficient document management and content updates across various platforms. This automation tool significantly enhances productivity by reducing manual effort and error in document creation and updates.
Description
INSYNCR serves as a Microsoft PowerPoint add-in for Windows, establishing connections between slide content, such as text, charts, and tables, and various data sources like files, databases, and business applications. This tool enables users to easily refresh presentations from their data sources, implement conditional formatting to control slide visibility, and create tailored reports in PowerPoint, PDF, or MP4 formats using customizable templates. It supports a variety of connectors, including Excel, Excel Online, SharePoint, Google Sheets, SQL Server, Salesforce, MySQL, PostgreSQL, Oracle, Access, Outlook, and Dynamics, though availability may differ based on the chosen plan. The software operates directly within desktop PowerPoint, utilizing the user's credentials to access the linked data sources securely. It is particularly useful for teams engaged in regular reporting for clients, portfolios, boards, research, operations, education, and compliance, catering to those who require personalized reports or seek to maintain data within their own infrastructure. Additionally, INSYNCR provides a trial period lasting seven days without necessitating a credit card for signup, allowing potential users to explore its features risk-free. This opportunity for trial encourages users to fully assess how well the tool aligns with their reporting needs.
API Access
Has API
No
API Access
Has API
No
Integrations
Microsoft Excel
Yes
Devart ODBC Drivers
No
Google Calendar
No
Google Sheets
No
Matrikon OPC
No
Microsoft Access
No
Microsoft Dynamics 365
No
Microsoft Outlook
No
Microsoft PowerPoint
Yes
Microsoft SharePoint
No
Integrations
Microsoft Excel
Yes
Devart ODBC Drivers
Yes
Google Calendar
Yes
Google Sheets
Yes
Matrikon OPC
Yes
Microsoft Access
Yes
Microsoft Dynamics 365
Yes
Microsoft Outlook
Yes
Microsoft PowerPoint
No
Microsoft SharePoint
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
Yes
Pricing Details
$ 113.53/user/month
Starter: $169.19 per user/month, or $1,362.49 per user/year.
Business: $316.80 per user/month, or $2,611.54 per user/year.
Professional: $566.61 per user/month, or $4,541.89 per user/year.
Viewer: $44.28 per user/month, or $367.90 per user/year (needs one Starter, Business or Professional license).
Free 7 day trial with full access, no credit card.
Business: $316.80 per user/month, or $2,611.54 per user/year.
Professional: $566.61 per user/month, or $4,541.89 per user/year.
Viewer: $44.28 per user/month, or $367.90 per user/year (needs one Starter, Business or Professional license).
Free 7 day trial with full access, no credit card.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Deployment
Web-Based
No
On-Premises
Yes
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
AnalysisPlace
Founded
2010
Country
United States
Website
Analysisplace.com
Vendor Details
Company Name
INSYNCR
Founded
2024
Country
Belgium
Website
insyncr.com
Product Features
CPQ
2D Drawing
No
3D Modeling
No
Approval Workflow
No
Guided Selling
Yes
Product Configurator
No
Proposal Generation
Yes
Quotes / Estimates
Yes
Renewal Management
No
Self Service Portal
No
eCommerce
No
Document Management
Access Controls
No
Archiving & Retention
No
Collaboration Tools
No
Compliance Tracking
No
Document Archiving
No
Document Assembly
Yes
Document Capture
No
Document Conversion
No
Document Delivery
No
Document Indexing
Yes
Document Retention
No
Electronic Signature
No
Email Management
No
File Recovery
No
File Type Conversion
No
Forms Management
No
Full Text Search
No
Offline Access
No
Optical Character Recognition
No
Print Management
No
Version Control
Yes
Reporting
Customizable Dashboard
No
Data Source Connectors
No
Drag & Drop
No
Drill Down
No
Email Reports
No
Financial Reports
Yes
Forecasting
No
Marketing Reports
Yes
OLAP
No
Report Export
No
Sales Reports
Yes
Scheduled / Automated Reports
Yes
Sales Enablement
Collaboration
No
Contact Management
No
Content Management
No
Document Management
Yes
Goals / Quota Management
No
Lead Management
No
Meeting Management
No
Performance Management
No
Presentation Management
Yes
Proposal Management
Yes
Territory Management
No
Training Management
No
Product Features
Financial Reporting
"What If" Scenarios
No
Audit Trail
No
Balance Sheet
No
Cash Management
No
Consolidation / Roll-Up
No
Forecasting
No
General Ledger
No
Income Statements
No
Multi-Company
No
Multi-Department / Project
No
Profit / Loss Statement
No