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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
TackleBox offers a seamless way to create automated PowerPoint presentations, dynamic dashboards, and insightful data analysis. Effortlessly embed Excel content into your PowerPoint slides and receive notifications when new information is available. With just a simple click, you can refresh your presentations, viewing the most recent updates from multiple Excel files simultaneously, all without needing to open them. It feels as though you possess x-ray vision for your Excel data. TackleBox integrates smoothly with your existing Office 365 folders and documents, requiring no downloads or installations, and eliminating the need for complex user manuals—simply log in and start using it. Focus on what you excel at: analyzing data, constructing models, and designing charts and tables. You can link files from any OneDrive folder directly into TackleBox, allowing you to continue your work seamlessly. TackleBox monitors file updates so you can stay focused on your tasks. Easily create PowerPoint slides and real-time dashboards by selecting the desired charts, tables, and cells, while your presentations automatically refresh in the background. This innovative approach not only saves you time but also enhances your productivity.
API Access
Has API
No
API Access
Has API
No
Integrations
Microsoft Excel
Yes
Microsoft PowerPoint
Yes
Microsoft Word
Yes
Integrations
Microsoft Excel
Yes
Microsoft PowerPoint
Yes
Microsoft Word
No
Pricing Details
No price information available.
Free Trial
No
Free Version
Yes
Pricing Details
$39 per user, per month
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
Insiten
Founded
2016
Country
United States
Website
www.insiten.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
Business Intelligence
Ad Hoc Reports
Yes
Benchmarking
Yes
Budgeting & Forecasting
Yes
Dashboard
Yes
Data Analysis
Yes
Key Performance Indicators
Yes
Natural Language Generation (NLG)
Yes
Performance Metrics
Yes
Predictive Analytics
No
Profitability Analysis
Yes
Strategic Planning
Yes
Trend / Problem Indicators
Yes
Visual Analytics
Yes
Dashboard
Annotations
No
Data Source Integrations
Yes
Functions / Calculations
No
Interactive
No
KPIs
Yes
OLAP
No
Private Dashboards
Yes
Public Dashboards
Yes
Scorecards
Yes
Themes
No
Visual Analytics
No
Widgets
Yes
Presentation
3D Objects
No
Animations & Transitions
No
Audio Content
No
Collaboration Tools
Yes
Content Library
No
Customizable Templates
Yes
Media Library
No
Offline Editing
Yes
Offline Presenting
Yes
Screen Sharing
No
Search/Filter
Yes
Templates
No
Video Content
No
Reporting
Customizable Dashboard
Yes
Data Source Connectors
Yes
Drag & Drop
Yes
Drill Down
No
Email Reports
No
Financial Reports
Yes
Forecasting
Yes
Marketing Reports
Yes
OLAP
Yes
Report Export
Yes
Sales Reports
Yes
Scheduled / Automated Reports
Yes
