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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

Craft high-quality business and marketing documents using expertly designed template software for Microsoft® Word, Excel, and PowerPoint. Effortlessly create professional documents and marketing materials, including sales reports and newsletters, with just a few clicks. You can also produce stunning PowerPoint presentations and design business cards and letterhead within minutes! By starting with top-notch templates, you can save time while achieving polished outcomes. A wide selection of studio-quality templates is available for Microsoft Word, Excel, and PowerPoint, featuring over 700 options for flyers, brochures, collateral materials, and more. Generate precise sales receipts and invoices with Excel templates that come pre-filled with essential calculations. The integrated Photo Editor enhances your workflow by allowing you to crop, resize, and seamlessly integrate images into your templates. Additionally, the Color Theme Manager simplifies the process of creating and saving custom colors and themes, enabling you to personalize your business documents and presentations to reflect your unique style. With these tools at your disposal, you can elevate your professional image and make a lasting impression.

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 
Act! No 
Microsoft Outlook No 
QuickBooks Online No 

Integrations

Microsoft Excel Yes 
Microsoft PowerPoint Yes 
Microsoft Word Yes 
Act! Yes 
Microsoft Outlook Yes 
QuickBooks Online Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version Yes 

Pricing Details

$59.99 one-time payment
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 No 
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) 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 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

Individual Software

Founded

1981

Country

United States

Website

www.individualsoftware.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

Desktop Publishing

For Newspapers / Magazines No 
For Printing No 
For eBooks No 
HTML Import / Export No 
Handles Database Formats No 
Image Editing No 
Multiple Editing Layers No 
Object Snapping / Grouping No 
PDF Export / Import No 
Templates No 

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