AnalysisPlace

Excel-to-Word Document Automation


5 / 5
6 reviews

Who Uses This Software?

Creators of business cases (from an Excel-based ROI/TCO Tools), personalized sales and marketing collateral, custom product documentation, recurring financial reports, and/or custom datasheets.


Average Ratings

6 Reviews

  • 5 / 5
    Overall

  • 4.5 / 5
    Ease of Use

  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $9.95/month/user
  • Pricing Details
    The free "Basic" version is a great way to evaluate the add-in.
  • Free Version
    Yes
  • Deployment
    Cloud, SaaS, Web
    Installed - Mac
    Installed - Windows
  • Training
    Documentation
  • Support
    Online
    Business Hours

Vendor Details

  • AnalysisPlace
  • Analysisplace.com
  • Founded 2010
  • United States

About Excel-to-Word Document Automation

Easily link/update Word/PowerPoint content (text, tables, and charts) based on Excel data and calculations with our Office 365 and Windows Online add-in. Automate your customer proposals, recurring business/financial reports, custom engineering datasheets, and more! Quick/secure install via the Microsoft Office Store. No registration required. Free Forever Version. Free templates to get you started. Works with Office for Windows, Office for Mac, and Office Online


Excel-to-Word Document Automation Features

  • Collaboration Tools
  • Compliance Tracking
  • Document Archiving
  • Document Assembly
  • Document Indexing
  • Document Retention
  • Electronic Signature
  • File Recovery
  • File Type Conversion
  • Offline Access
  • Optical Character Recognition
  • Version Control
  • 2D Drawing
  • 3D Modeling
  • Approval Workflow
  • eCommerce
  • Guided Selling
  • Product Configurator
  • Proposal Generation
  • Quotes / Estimates
  • Renewal Management
  • Self Service Portal
  • Customizable Dashboard
  • Data Source Connectors
  • Drag & Drop
  • Drill Down
  • Financial Reports
  • Forecasting
  • Marketing Reports
  • OLAP
  • Report Export
  • Sales Reports
  • Scheduled / Automated Reports
  • Collaboration
  • Contact Management
  • Content Management
  • Document Management
  • Goals / Quota Management
  • Lead Management
  • Meeting Management
  • Performance Management
  • Presentation Management
  • Proposal Management
  • Territory Management
  • Training Management

Excel-to-Word Document Automation Reviews Recently Reviewed!


Love it !

Jul 09, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Absolutely professional and easy. It converts easily and fast the tables from Excel format into the Word document layout, so you can design and arrange a new page on Word format by getting accurate data from Excel. I use it for creating invoices for my clients and for other personal projects.

Cons: The length and size of an Excel table needs further adjustment sometimes, so it can fit accurately to the new Word page. Apart from this I am very happy overall and everything seems to work fine!

Overall: To generate and customize Word documents by reading and converting data from Excel.

Easy to use for anyone

Sep 17, 2018
4/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Pros: I liked that these were softwares I've been familiar with for many years. They're easy to navigate and understand. You can look up questions on google easily too.

Cons: No cons about this software. Everything was straight forward and easy to use.

Great time saver. Easy to use.

May 08, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: After spending an eternity trying to get help from Microsoft (to no end) this was a life saver. After a little time investment, I'm banging out great looking customized proposals with ease.

Cons: There's a bit of a learing curve for some like me without a deep understanding of properly formatting table and templates in word, But masterable with a little effort. Certainly much easier than trying to work with standard Microsoft link functionality. All said a big plus!

Overall: Great Time Saver!

Capterra loader

Excellent software, it helps me save time!

Jul 23, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It is software that has helped me save a lot of time in my work. It is very easy to use. Convert tables with images and data without problems

Cons: The truth is, I have no negative comments or problems to mention in the use of this software. It is excellent fulfilling the function for which it was designed

Overall: Excellent software, it helps me save time

Capterra loader

This product is amazing as it is the first true excel to word linking tool that works well

Aug 02, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The ability to create links from a spreadsheet to a word document and update numbers as the numbers change.

Cons: When transferring tables from excel to word you have to spend a bit of time formatting the tables. It would be good if you could copy the formatting from one similar table to another.

Overall: Automation of report updates

Capterra loader

Decent

Aug 28, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Pros: Very easy to use, very helpful and convenient

Cons: Crashes, bugs need to be worked out, slow sometimes