# DynamicDocs Excel to PDF Add-in Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about DynamicDocs Excel to PDF Add-in Software - reviews, pricing plans, popular comparisons to other Reporting products and more. Source: https://www.capterra.com/p/10035627/DynamicDocs-Excel-to-PDF-Add-in --- # DynamicDocs Excel to PDF Add-in Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 7, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) DynamicDocs Excel to PDF Add-in ## What is DynamicDocs Excel to PDF Add-in? DynamicDocs Excel to PDF Add-in converts Excel data into high-quality PDF documents, integrating with the DynamicDocs API for custom JSON payloads and direct API calls within Excel. It features a template library with pre-designed options and supports custom LaTeX templates for personalized designs. The add-in automates Excel-to-PDF conversion, simplifying workflows and transforming charts, tables, and calculations into clear PDFs. Its user-friendly interface ensures a straightforward process. Key features include asynchronous calls for simultaneous PDF creation and automatic saving to specified folders. Users can work with existing templates or develop custom ones, with customer support available for technical and template-related assistance. This tool bridges Excel data management with professional PDF production. ## What is DynamicDocs Excel to PDF Add-in used for? [Reporting](https://www.capterra.com/reporting-software/)[Document Generation](https://www.capterra.com/document-generation-software/)[Financial Services](https://www.capterra.com/financial-services-software/) Overall rating Based on 10 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $500 Flat Rate, Per Month Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for DynamicDocs Excel to PDF Add-in?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://advicement.io&name=DynamicDocs Excel to PDF Add-in) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Ad hoc Reporting 4.8 (6) 50.00% of 6 reviewers that rated this feature as important or highly important Generate one-off reports that meet information requirements Customizable Reports 4.5 (6) 100.00% of 6 reviewers that rated this feature as important or highly important Alter the layout and content of reports Reporting/Analytics 4.8 (6) 100.00% of 6 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data API 4.5 (4) 100.00% of 4 reviewers that rated this feature as important or highly important Application programming interface that allows for integration with other systems/databases Data Visualization 4.8 (4) 75.00% of 4 reviewers that rated this feature as important or highly important Graphical representation of data Real-Time Reporting 5.0 (4) 100.00% of 4 reviewers that rated this feature as important or highly important Active reporting of data and metrics DynamicDocs Excel to PDF Add-in 21 features Generate one-off reports that meet information requirements Application programming interface that allows for integration with other systems/databases Add customized logos and colors to align with company branding Customize data fields to support various needs and use cases Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Automatically retrieve and pull information from documents, websites, images, data sets, and other sources Graphical representation of data Automated or logic-based workflows that assist in the creation of electronic documents Store, manage, and track all electronic documents in a centralized location Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Generate reports to assess the financial performance of an organization Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies. Perform various mathematical calculations using the data A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Active reporting of data and metrics View and track pertinent metrics to find patterns and gain insights from data Create, save, and re-purpose templates for emails, forms, etc. Sample files or documents that could be customized as needed or used as is Interact with data visualization elements, such as charts and graphs, to drill down into data Get Advice We can help you find the software with the features you need. Features 4.8 (10) 4.8 Based on 10 reviews ## Pricing Value for money 4.7 (10) Free Version Bespoke Plan $500.00 Flat Rate,Per Month It includes: - PDF Generation via Excel - Your Branding Guidelines - Dynamic Tables - Custom Fonts - Dynamic Charts - Dedicated Support Value for money 4.7 (10) 4.7 Based on 10 reviews ## Integrations [ Microsoft Excel](https://www.capterra.com/p/176574/Excel/)[ DynamicDocs API](https://www.capterra.com/p/230937/DynamicDocs-API/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (10) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (10) 5.0 Based on 10 reviews ## User reviews Overall rating 5.0 Based on 10 reviews Filter by rating 5(10) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent WG Wariner G. Director Financial Services ### "Great add on for excel! " 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 16, 2026 DynamicDocs has materially improved the speed and reliability of our monthly reporting cycle. It reduces manual formatting, helps maintain brand consistency, and allows us to produce updates with new data. The support team is responsive and practical. Overall it has improved our reporting. Pros DynamicDocs makes it easy to generate professional PDFs directly from Excel with consistent formatting every time. The output quality is excellent, and it handles charts, tables, and layout requirements with ease. Cons There is a learning curve when setting up templates as they are written in LaTeX, however the ADVICEment team handles their creation and maintenance. Once it’s set up properly it runs smoothly, but initial template creation can take some time. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor February 23, 2026 Thank you for the detailed review and for sharing how DynamicDocs is working in your reporting process. We are glad to hear the Excel driven workflow is producing consistently professional PDFs for you, and that the output quality is meeting your requirements for charts, tables, and layout. We also appreciate the honest feedback about the learning curve around LaTeX based templates and the time required for initial template creation. We are pleased our team’s support and ongoing maintenance have helped make the process smooth once implemented. It is great to know DynamicDocs has improved the speed and reliability of your monthly reporting cycle, reduced manual formatting, and strengthened brand consistency while making it easy to publish updates as new data comes in. Thank you again for your support. We value the partnership and look forward to continuing to help you improve your reporting workflow. AU Anonymous User Operations Analyst Financial Services ### "Best of The Best" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 February 16, 2026 I would definitely recommend the DynamicDocs to anyone producing Factsheets. Love the fast service and helpfulness Pros The quick response, attention to detail of reporting and friendly service. Love how it assists with the Factsheets function and the person assigned to assist Cons Apart from my IT allowing access, I have not had any challenges thus far. If there are any issues, I will highlight Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor February 23, 2026 We are really pleased to hear you have appreciated the quick response times, attention to detail and the friendly support. It is also great to know DynamicDocs is helping your team run the factsheet process smoothly. We understand access and approvals on the IT side can sometimes take time, and we appreciate your effort in getting everything set up. If anything does come up, please let us know and we will jump in quickly to help. Thanks again for the recommendation. We truly value your support and look forward to continuing to assist with your factsheets. Lisa S. Manager Hospitality ### "Value for Money" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 13, 2026 DynamicDocs has streamlined our billing process and helped us get invoices and statements out faster, with fewer errors and a more professional look. We’ve reduced manual work significantly, improved consistency in what clients receive, and made it easier to resend or update documents instantly when something changes. Overall, it’s saved time and reduced admin pressure. Pros As a small hospitality business owner, DynamicDocs Excel Add-in has been a game-changer for invoicing and monthly statements. The Excel Add-in is simple to use and produces clean, professional PDFs that look consistent every time. I like that I can update figures in Excel and regenerate an invoice or statement in seconds without fiddling with formatting. Cons The initial setup of a custom template took a bit of guidance to get exactly right, and I would love a few more ready-made invoice/statement templates tailored for small businesses. Once everything is set up, though, it runs smoothly. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor February 19, 2026 Thank you for the thoughtful review and for sharing your experience as a small hospitality business owner. We are really glad to hear DynamicDocs Excel Add in has made invoicing and monthly statements faster and more consistent for you. We also appreciate the honest feedback on the initial custom template setup and the request for more ready made invoice and statement templates tailored to small businesses. That is valuable input for our roadmap, and we will keep expanding our template library to reduce setup time even further. Thanks again for choosing DynamicDocs. We are grateful for your support and always here if you need help with template updates or new document types. TN Thabo N. Manager Investment Management ### "Operations Manager" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 February 13, 2026 Pros The system empowers users to generate client documents efficiently using Excel-based data, delivering a highly time-effective and value-for-money solution. It is easy to update, amend, and manage, allowing for seamless ongoing maintenance. This capability has enabled us to automate our fund factsheet process across 50 clients and produce approximately 120 fund factsheets in under an hour, representing a significant improvement in productivity and operational efficiency. Cons The system empowers users to generate client documents efficiently using Excel-based data, delivering a highly time-effective and value-for-money solution. It is easy to update, amend, and manage, allowing for seamless ongoing maintenance. The system is a great tool for my process and i have no adverse or improvements to suggest since i helped me to automate and empower me and team thus far. We are from the old way of doing things manually and this system really empowered and opened our eyes to the new world of automation. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor February 19, 2026 Thanks so much for the detailed feedback. We really appreciate you taking the time to share it. We are thrilled DynamicDocs has helped you move from a manual process to an automated workflow that is faster, easier to maintain, and delivers strong value for money. Automating fund factsheets across 50 clients and producing around 120 factsheets in under an hour is a huge operational win, and it is exactly the kind of productivity lift we built the system for. It is also great to hear the ongoing maintenance side is working well. Being able to update, amend, and manage templates and data without friction is critical when factsheets need to stay current. Thank you again for your support and for trusting us with such a core part of your reporting process. If you ever want to explore additional templates, new document types, or further automation opportunities, we are always happy to help. HB Hershil B. Associate Lecturer Writing and Editing ### "Experience with DynamicDocs Excel Add-in" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 February 12, 2026 This has significantly improved our academic reporting process. We can produce large batches of student mark reports efficiently, with a consistent look and clear presentation. It reduces admin time, improves accuracy, and makes it easier to re-run reports when marks are updated. Support has been excellent and responsive, which helped us get the templates right and keep the process smooth during busy assessment periods. Pros DynamicDocs Excel Add-in makes it simple to turn Excel mark schedules into professional, consistent PDF reports for students. Once the template is set up, generating reports is quick and repeatable, with no manual formatting and fewer errors. The ability to maintain a standard layout across faculties/modules is a big plus, and it handles tables and structured data very well. Cons The initial setup requires some care, especially when aligning the Excel data structure to the template fields and when managing multiple report formats for different departments. It’s not difficult, but it takes a bit of upfront attention to get everything running smoothly. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor February 23, 2026 Thank you for the detailed review and for sharing how you’re using DynamicDocs for student mark reporting. We’re really pleased to hear the Excel Add-in is helping you generate professional, consistent PDF reports at scale, with less manual formatting and fewer errors. We also appreciate your honest feedback on the initial setup. Aligning the Excel data structure to template fields and accommodating multiple report formats can require a bit of upfront attention. We’re glad our support team could help you get the templates right and keep everything running smoothly during peak assessment periods. Thanks again for the recommendation and for trusting us with an important part of your academic reporting process. MZ Michael Z. Founder Financial Services ### "Great product, great customer service" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 6, 2026 DynamicDocs Excel Add-in has streamlined our PDF document workflow. We can generate clean, brand-consistent PDFs straight from Excel. It saves time, reduces manual errors, and improves the consistency and quality of client-ready documents. They also offer great support in case of template changes. Pros DynamicDocs Excel Add-in is very easy to use, produces polished professional PDFs directly from Excel, and makes it simple to keep documents consistently on-brand. I also like how fast and reliable it is with minimal manual formatting effort. It saved us a lot of time. Cons Would be helpful to have more out-of-the-box templates for additional document types. However their team did help me when I reached out. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor February 12, 2026 Thank you for the great review. We really appreciate it. We’re glad to hear our Add-in is saving you time and producing polished, brand-consistent PDFs straight from Excel with minimal manual effort. It’s also helpful feedback on expanding the library of out-of-the-box templates, and we’ll keep that in mind as we grow our template catalogue. Thanks again for highlighting the support experience too. We’re happy to assist when templates evolve or new document types come up. KS Kenosi S. Senior Product Development Specialist Financial Services ### "Increased effeciency and Great support" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 3, 2026 Overall, our experience has been very positive. The add-in is user-friendly, and the support provided is excellent, particularly when we need assistance with new requirements or changes. Pros The functionality is reliable and easy to use, and it integrates well with our existing processes. It has helped improve efficiency by streamlining our document conversion process. It also offers good cost value relative to the benefits it provides. The ability to feed data in real time is a major advantage, as it allows us to quickly generate and update factsheets instantly when information changes. Cons Possibly on our side we could explore ways to further integrate our data feeds directly into the tool. However, at this stage, there is nothing significant to highlight. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor February 11, 2026 Thank you so much for this thoughtful review. We really appreciate it. It’s great to hear the add-in is fitting smoothly into your existing process and helping you generate and update factsheets quickly with real-time data. We’re also glad the value-for-money and reliability are coming through in day-to-day use. And thank you for the kind words about our support team. We’re happy to help as your requirements evolve. AP Andrew P. Operation Manager Investment Banking ### "Review of DynamicDocs Excel to PDF Add-in" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 26, 2026 Overall, the DynamicDocs add-in is a pleasure to work on, and I cannot think of any other method when producing the factsheets. Pros It makes the process of creating our factsheets seamless and uncomplicated. when updates are required, the process by Advicement is quick and efficient. Cons When you have multiple templates, the key code needs to be updated as well as the save to option. It would be nice if each template ran independently. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor February 6, 2026 Thanks so much for your thoughtful review. We really appreciate you taking the time to share this feedback. We’re delighted to hear the add in has made your factsheet process seamless and uncomplicated, and that you’ve experienced our update turnaround as quick and efficient. Thank you as well for the constructive note on working with multiple templates. We understand how having to update the security key and “save to” options can be inconvenient. We will log this as a new feature into the new release. Thanks again for your support. It’s fantastic to hear DynamicDocs has become your preferred method for producing investment reports. TN Tanya N. ETF and Portfolio Analyst Financial Services ### "Review of DynamicDocs Excel to PDF Add-in" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 26, 2026 Great product and easy to use. \_ Pros Ease of use and the ability to make changes that do not structurally affect the API. \_ Cons Nothing to add. \_ Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor January 30, 2026 Thank you for the great feedback. We’re really pleased to hear that you find our product easy to use and that the flexibility to make changes without impacting the core API has been valuable. We appreciate you taking the time to share this. GN Glenda N. admin assistant Financial Services ### "Happy with the service" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 January 22, 2026 What i love most about this is the support we get from the team. They are very helpful at all the time Pros Easy to work with. what I love mostly about is the fact that you can choose what you want to generate at that time or generate everything at once. Cons At times the docs don't come out. Not able to change headings. It will be better if you can change headings and spaces. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor January 23, 2026 Thank you for the thoughtful feedback. We really appreciate you taking the time to share your experience. We’re glad to hear that you find DynamicDocs Add-in easy to work with and that the flexibility to generate selected documents or complete packs is adding value to your workflow. We’re also especially pleased that our support team has been helpful. We acknowledge your comments around documents not generating at times and the current limitations around changing headings and spacing. These are important points, and we’re actively working on improving robustness and expanding template flexibility to give users more control where it’s needed. Thank you again for your feedback and for working with us. It helps us continue to improve the product for all users. Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. 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