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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

Avoid letting the tedious process of manually crafting essential documents such as contracts, work orders, and invoices hinder your business operations. Empower your teams with Nintex DocGen®, enabling them to swiftly generate and distribute documents with just a few clicks from within Salesforce or Office 365. Say goodbye to the hassle of cut-and-paste methods and the potential for errors. Ensure accurate and compliant documentation on the first attempt, every time. Harness the full potential of your data, regardless of its location, to boost productivity and reduce human mistakes. Enhance compliance by utilizing pre-approved templates and standardized language to effortlessly create a variety of documents, including Word, Excel, PowerPoint, and PDF formats. Streamline your processes by automating document routing for reviews, simplifying signing procedures, and securely archiving all documents. Getting started is straightforward; Nintex DocGen simplifies the connection of data from any source to your document templates. Just set up and label the fields for updates to automatically insert dynamic information like customer details, product specifics, pricing, and much more, ensuring a seamless workflow for your team. By adopting this innovative solution, your organization can not only save time but also improve accuracy and maintain a professional image across all documentation.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft Excel Yes 
Microsoft PowerPoint Yes 
Microsoft Word Yes 
Integry No 
Microsoft 365 No 
Nintex Process Platform No 
Salesforce No 

Integrations

Microsoft Excel Yes 
Microsoft PowerPoint Yes 
Microsoft Word Yes 
Integry Yes 
Microsoft 365 Yes 
Nintex Process Platform Yes 
Salesforce Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version Yes 

Pricing Details

No price information available.
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 Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
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) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

AnalysisPlace

Founded

2010

Country

United States

Website

Analysisplace.com

Vendor Details

Company Name

Nintex

Founded

2006

Country

United States

Website

www.nintex.com/process-automation/document-generation/

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

Document Generation

Batch Processing Yes 
Collaboration No 
Digital Signature Yes 
Interaction Tracking Yes 
Multiple Output Formats Yes 
Templates Yes 

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