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Excel-to-Word Document Automation Verified Profile

Update Word & PPT content based on Excel data

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Excel-to-Word Document Automation Overview

The Excel-to-Word Document Automation add-in is a powerful Microsoft 365 Certified add-in that streamlines the creation of Word and PowerPoint documents from structured Excel data. Users can build custom templates and automatically link Excel cells to placeholders in their documents—eliminating manual copy-paste and ensuring accurate data transfer. The add-in generates polished reports, letters, contracts, invoices, and presentations with minimal effort. Advanced formatting tools ensure consistency across outputs, while seamless integration with Microsoft 365 enhances document workflows. Ideal for teams handling repetitive reporting tasks, this solution boosts productivity, reduces errors, and saves time—making it essential for businesses seeking efficient, data-driven document automation.

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Excel-to-Word Document Automation Screenshot & Video

Contact Details

  • Vendor Name AnalysisPlace
  • Founded 2010
  • Location United States
  • Employees 1-10

Support

  • Email Email
  • Phone Phone
  • FAQs/Forum FAQs/Forum

Training

  • Live Online Live Online
  • Documentation Documentation
  • Videos Videos

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based
  • Windows Windows
  • Mac Mac

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business
  • Large-Enterprise-Business Large-Enterprise-Business

Languages Supported

English

Industries

Capital Markets, Commercial Real Estate, Computer & Network Security, Contracting, Education Management, Electrical & Electronic Manufacturing, Financial Services, Government Administration, Industrial Automation, Legal Services

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Excel-to-Word Document Automation Features

  • Arrow Icon Version Control
  • Arrow Icon File Sharing
  • Arrow Icon Compliance Tracking
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Activity Tracking
  • Arrow Icon Document Generation
  • Arrow Icon Content Management
  • Arrow Icon Forms Management
  • Arrow Icon Price and Cost Calculations
  • Arrow Icon Order Management
  • Arrow Icon Customizable Branding
  • Arrow Icon Multi-Currency
  • Arrow Icon Approval Workflow
  • Arrow Icon Proposal Generation
  • Arrow Icon Contact Management
  • Arrow Icon Cataloging/Categorization
  • Arrow Icon Renewal Management
  • Arrow Icon Discount Management
  • Arrow Icon Product Configurator
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Price/Margin Management
  • Arrow Icon Bills of Material
  • Arrow Icon Guided Selling
  • Arrow Icon Activity Dashboard
  • Arrow Icon Contract/License Management
  • Arrow Icon Multiple Output Formats
  • Arrow Icon Batch Processing
  • Arrow Icon Collaboration Tools
  • Arrow Icon Digital Signature
  • Arrow Icon Templates
  • Arrow Icon Customizable Dashboard
  • Arrow Icon Visual Analytics
  • Arrow Icon Multiple Data Sources
  • Arrow Icon Performance Metrics
  • Arrow Icon Data Import/Export
  • Arrow Icon Financial Reporting
  • Arrow Icon Real-Time Reporting
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Ad hoc Query
  • Arrow Icon Scheduled/Automated Reports
  • Arrow Icon Search/Filter
  • Arrow Icon Sales Reports
  • Arrow Icon Marketing Reports
  • Arrow Icon Data Connectors
  • Arrow Icon Collaboration Tools
  • Arrow Icon Goal Management
  • Arrow Icon Contact Management
  • Arrow Icon Workflow Management
  • Arrow Icon Lead Qualification
  • Arrow Icon Lead Management
  • Arrow Icon Engagement Tracking
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Meeting Management
  • Arrow Icon Collaboration Tools
  • Arrow Icon Sales Onboarding & Training
  • Arrow Icon Performance Management
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Customizable Branding
  • Arrow Icon Campaign Management
  • Arrow Icon Document Management

Excel-to-Word Document Automation Pricing

Pricing Type

  • Pricing Type Flat Rate

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial Available

Free Version

  • Yes Yes

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Standard

$9.95 Per Month

Pro

$29.95 Per Month

Elite

$79.95 Per Month

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Excel-to-Word Document Automation FAQs

The Excel-to-Word Document Automation add-in is a powerful Microsoft 365 Certified add-in that streamlines the creation of Word and PowerPoint documents from structured Excel data. Users can build custom templates and automatically link Excel cells to placeholders in their documents—eliminating manual copy-paste and ensuring accurate data transfer. The add-in generates polished reports, letters, contracts, invoices, and presentations with minimal effort. Advanced formatting tools ensure consistency across outputs, while seamless integration with Microsoft 365 enhances document workflows. Ideal for teams handling repetitive reporting tasks, this solution boosts productivity, reduces errors, and saves time—making it essential for businesses seeking efficient, data-driven document automation.

  • Yes, Excel-to-Word Document Automation offers a free version.

  • Yes, Excel-to-Word Document Automation offers a free trial.

  • No, Credit Card details are not required for the Excel-to-Word Document Automation trial.

  • Excel-to-Word Document Automation offers the following pricing plans & packages:

    Standard

    $9.95 Per Month

    Pro

    $29.95 Per Month

    Elite

    $79.95 Per Month

  • Excel-to-Word Document Automation supports the following payment frequencies:

    • Monthly Subscription

  • No, Excel-to-Word Document Automation does not offer an API.

  • Excel-to-Word Document Automation offers support with the following options:
    • Email , Phone , FAQs/Forum

  • Excel-to-Word Document Automation offers training with the following options:
    • Live Online , Documentation , Videos

  • Excel-to-Word Document Automation supports the following languages:
    • English

  • Following are the typical users of the Excel-to-Word Document Automation:
    • Self-Employed , Small-Business , Midsize-Business , Large-Enterprise-Business

  • Excel-to-Word Document Automation supports the following deployment:
    • Cloud Hosted

  • Excel-to-Word Document Automation supports the following devices and operating systems:
    • Web-Based , Windows , Mac

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