# Excel-to-Word Document Automation Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Excel-to-Word Document Automation Software - reviews, pricing plans, popular comparisons to other Reporting products and more. Source: https://www.capterra.com/p/167680/Excel-to-Word-Document-Automation/pricing --- # Excel-to-Word Document Automation Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. 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. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. 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[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Excel-to-Word Document Automation ## What is Excel-to-Word Document Automation? Easily link/update Word/PowerPoint/Excel 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! The Excel-to-Word Document Automation add-in is Microsoft 365 Certified. Microsoft has reviewed the app and confirmed that it has passed industry standards for security, compliance, and data handling practices. Quick/secure install via the Microsoft Office Store. Update sophisticated data-intensive business reports and presentations. Easily update your reports after you refresh your Excel data – with 100% accuracy. No registration required. Free Forever Version. Free templates to get you started. Works with Office for Windows, Office for Mac, and Office Online ## What is Excel-to-Word Document Automation used for? [Reporting](https://www.capterra.com/reporting-software/)[Document Management](https://www.capterra.com/document-management-software/)[Sales Enablement](https://www.capterra.com/sales-enablement-software/) Overall rating Based on 38 user reviews Reviews sentiment Positive 95% Neutral 3% Negative 3% Starting price $9.95 Flat Rate, Per Month Free trial 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 Excel-to-Word Document Automation?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://Analysisplace.com&name=Excel-to-Word Document Automation) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Excel-to-Word Document Automation 4.7 (38) VS. [4.7 (4,170)](https://www.capterra.com/p/251329/Adobe-Acrobat-DC/reviews/) Starting Price $9.95 Flat Rate, Per Month Starting Price $19.99 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.5 (38) Ease Of Use 4.6 (2,692) Value For Money 4.8 (27) Value For Money 4.3 (2,079) Customer Service 4.6 (26) Customer Service 4.3 (1,847) ## Excel-to-Word Document Automation alternatives [4.5 (1,243)](https://www.capterra.com/p/131735/PandaDoc/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [4.2 (984)](https://www.capterra.com/p/113540/Bitrix24/reviews/) Starting price $61.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 82% of reviewers rated it above 4 stars [Microsoft Word](https://www.capterra.com/p/227146/Microsoft-Word/) [4.7 (2,783)](https://www.capterra.com/p/227146/Microsoft-Word/reviews/) Starting price $9.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/227146/Microsoft-Word/) Highest Rated [Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/) [4.7 (17,484)](https://www.capterra.com/p/247901/Google-Workspace/reviews/) Starting price $7.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/247901/Google-Workspace/) [View all alternatives](https://www.capterra.com/p/167680/Excel-to-Word-Document-Automation/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Document Generation 5.0 (4) 75.00% of 4 reviewers that rated this feature as important or highly important Custom forms to streamline repetitious aspects of a document Scheduled/Automated Reports 5.0 (4) 25.00% of 4 reviewers that rated this feature as important or highly important Set a time to generate routine reports automatically Collaboration Tools 4.3 (3) 0.00% of 3 reviewers that rated this feature as important or highly important Provides a channel for team members to share media files, communicate, and work together Content Management 3.3 (3) 33.33% of 3 reviewers that rated this feature as important or highly important Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Document Classification 3.3 (3) 33.33% of 3 reviewers that rated this feature as important or highly important Assign categories, labels, tags, or attributes to documents for organization, search and storage File Conversion 4.7 (3) 33.33% of 3 reviewers that rated this feature as important or highly important Convert files to a different format Excel-to-Word Document Automation 17 features Generate one-off reports that meet information requirements Provides a channel for team members to share media files, communicate, and work together Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Alter the layout and content of reports Automated or logic-based workflows that assist in the creation of electronic documents Scan, move or upload electronic files within the software's repository Assign categories, labels, tags, or attributes to documents for organization, search and storage Custom forms to streamline repetitious aspects of a document Store, manage, and track all electronic documents in a centralized location Convert files to a different format Generate reports to assess the financial performance of an organization Reports specific to marketing and associated campaigns Streamlining repetitive tasks and activities through automated and predefined workflows Reports specific to sales analysis for trends and strategies Set a time to generate routine reports automatically Sample files or documents that could be customized as needed or used as is Track revisions and updates made to files and navigate between different versions Get Advice We can help you find the software with the features you need. Features 4.7 (38) 4.7 Based on 38 reviews ## Pricing Value for money 4.8 (27) Free Trial Free Version Basic $9.95 Flat Rate,Per Month Value for money 4.8 (27) 4.8 Based on 27 reviews 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 4.6 (26) 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 4.6 (26) 4.6 Based on 26 reviews ## User reviews Overall rating 4.7 Based on 38 reviews Filter by rating 5(31) 4(5) 3(1) 2(1) 1(0) Mentioned topic Sorted by most recent Rolf Z. Senior Sustainability Consultant Projectmanager Real Estate ### "Dutch application" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 December 3, 2025 I'm very happy with the app and also with the service. They really helped me to start up in the Netherlands Pros It does what it has to do and it saves me time. I truelly think I can get even more out of it but the company doesn't stimulate team usage sadly. Wh Cons I miss a detailed video describing ALL the features and possibilities and demonstrating them with examples Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Jason B. Commercial Real Estate Appraiser Real Estate ### "Great Software, Very Helpful" 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 August 21, 2025 We love it and hope it's around for a long time. Would highly recommend it to anyone who regularly works with Excel and Word documents. Pros Amazing program. Replaced a much more expensive industry-specific solution. The functionality is great and easy to use. It does exactly what we need it to do. Cons My only feedback is that it would be great if the syncing between Word and Excel could be done in fewer clicks. Switched from [Lightbox](https://www.capterra.com/p/232178/Lightbox/) It was too expensive and not easy to customize. They went up on their price from $1,000 per year to $20,000. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. TP Tom P. Director Health, Wellness and Fitness ### "Analysis place did exactly what I needed" 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 August 20, 2025 Very good - solved a massive issue for us and allows close to data automation. particularly impressed with support. Pros logical and simple to use bolt on to standard programs making solving a massive issue for us. good value for money and when i did have an issue a REAL HUMAN got back to me to address my personal issue! Cons It can be tough to track the various fields around and if you drop the link off the excel/word ribbon it seems like you have to go back and reinstall the program from windows store. bit of a bore..... Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RD Rahul D. Consultant Pharmaceuticals ### "Most suitable software to move data between excel to word" 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 16, 2025 The most suitable 3rd party software i have used so far across all the 3rd party software i have used Pros I have used this product in 2 companies already. Its simple to use and does not require any new training apart from an excel add-in . The data upload and paste to other word docs is seamless Cons The free version expires too quickly and the paid version does not have a 6 month light use paid licenses as it requires monthly payments Switched from [Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/) Copy paste function does not work as well as this one Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. KH Kimberly H. Personal Trainer Health, Wellness and Fitness ### "Excel is Excellent!" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 September 18, 2024 Excel is fabulous, even for me, which i remind you, i am not tech-savvy! Excel worked me through everything and i was able to use Excel quite easily and efficiently! Pros Excel makes it easy to understand how to use it, even if, like me, your are not tech savvy! Cons When i first started trying to figure it all out, i couldn't understand implementation, but quickly, Excel worked me through it! Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JF James F J. Owner Capital Markets ### "Excellent and the Best is Yet to Come" 5.0 Overall Rating 5.0 5.0 Ease of Use 3.0 3.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 January 2, 2024 I explored this app because the links in Word and Excel and totally unreliable for large documents. The developer gave me 1 hour of coaching and that was enough to get a good launch. I love the app. It si reliable, flexible, and getting better all the time. Pros Excellent, reliable, efficient. My reports are over 200 pages in length including many tables, figures, and variable text. Cons Needs some training videos and the explanations need to be less dense. They are precise and helpful but require serious concentration to follow. Switched from [Microsoft Word](https://www.capterra.com/p/227146/Microsoft-Word/) Native links in Word and Excel are totally unreliable for large documents. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor January 9, 2024 Thank you for your excellent review, James. We are glad that the add-in is working well for you and will continue to work to improve it. GK Gergo K. Assistant Facilities Services ### "Makes work very easy" 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 August 21, 2022 Pros Easy handling, bug-free, best automation software Cons No negative parts. I never ran into any issue. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor October 14, 2022 Thank you Gergo. We are glad our add-in is working well for you. DK Dominic K. It expert Computer & Network Security ### "Excel Document sustainability & ease" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 August 1, 2022 There is so much ease and accessibility is very easy Pros The software as a very ease to be used, no ads using the software Cons Nothing much, it's pretty good to be used by preferably everyone Switched from [Microsoft PowerPoint](https://www.capterra.com/p/141633/PowerPoint/) I was referred that this software provides lots of services Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor October 14, 2022 Thank you, Dominic. We are glad our add-in is working out well for you. AT Adele T. Freelance Telemarketer Marketing and Advertising ### "A Very Useful Add-On" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 June 22, 2022 Pros This add-on is just the thing you need when you need to quickly update the personalisation of a word document, but don't want to go through the whole 'mail merge' thing for one recipient. It's easy to use and fairly easy to set up, but you do have to know what you're doing in Excel. Cons Can't say that I have noticed any cons. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor October 14, 2022 Thank you, Adele. We so glad that you find our add-in useful. AU Anonymous User risk assistant Banking ### "try to use" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 10/10 May 16, 2022 In general, the experience and use of this software is magnific Pros I really like the way you can convert all your files from one format to another. Cons I wish that this software could have more options for converting 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. [View all Reviews](https://www.capterra.com/p/167680/Excel-to-Word-Document-Automation/reviews/) 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. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)