Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Global Software's Spreadsheet Server is a robust reporting solution that integrates seamlessly with Excel, enabling businesses to enhance their accounting and reporting processes by directly linking their ERP data within the application. This innovative approach eliminates the need for manual data entry or the cumbersome task of extracting data back into Excel, allowing users to effortlessly access real-time ERP information, create reports instantly, and automatically distribute reports and other documents to their teams. With a client base exceeding 4,500 organizations globally, Spreadsheet Server is compatible with major ERP systems, including Oracle, Infor, Netsuite ERP, and SAP, making it a versatile tool for various business needs. As companies continue to seek efficiency in reporting, the ability to leverage live data directly in Excel becomes increasingly invaluable.
API Access
Has API
No
API Access
Has API
No
Integrations
Microsoft Excel
Yes
Acumatica Cloud ERP
No
Epicor Kinetic
No
JD Edwards EnterpriseOne
No
M1
No
MYOB Acumatica
No
Microsoft Dynamics SL
No
Microsoft PowerPoint
Yes
Microsoft Word
Yes
NetSuite
No
Integrations
Microsoft Excel
Yes
Acumatica Cloud ERP
Yes
Epicor Kinetic
Yes
JD Edwards EnterpriseOne
Yes
M1
Yes
MYOB Acumatica
Yes
Microsoft Dynamics SL
Yes
Microsoft PowerPoint
No
Microsoft Word
No
NetSuite
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
Yes
Pricing Details
No price information available.
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
No
Live Rep (24/7)
Yes
Online Support
No
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
Yes
Vendor Details
Company Name
AnalysisPlace
Founded
2010
Country
United States
Website
Analysisplace.com
Vendor Details
Company Name
Global Software
Founded
1973
Country
United States
Website
www.globalsoftwareinc.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
Accounting
Accounts Payable
Yes
Accounts Receivable
Yes
Bank Reconciliation
Yes
Billing & Invoicing
Yes
CPA Firms
Yes
Cash Management
Yes
Cryptocurrency Support
No
Expense Tracking
Yes
Fixed Asset Management
Yes
Fund Accounting
Yes
General Ledger
Yes
Government
Yes
Multi-Currency
No
Nonprofits
Yes
Payroll Management
No
Project Accounting
Yes
Purchase Orders
Yes
Tax Management
Yes
Business Performance Management
Ad Hoc Reports
Yes
Ad hoc Analysis
Yes
Budgeting & Forecasting
Yes
Consolidation / Roll-Up
Yes
Dashboard
Yes
Key Performance Indicators
No
Predictive Analytics
No
Qualitative Analysis
No
Quantitative Analysis
No
Scorecarding
No
Strategic Planning
No
Financial Reporting
"What If" Scenarios
No
Audit Trail
Yes
Balance Sheet
Yes
Cash Management
Yes
Consolidation / Roll-Up
Yes
Forecasting
Yes
General Ledger
Yes
Income Statements
Yes
Multi-Company
Yes
Multi-Department / Project
Yes
Profit / Loss Statement
Yes
Procurement
Asset Management
Yes
Auction Management
No
Bid Management
No
Budget Management
Yes
Catalog Management
No
Contract Management
No
Inventory Management
Yes
Invoice Processing
No
PunchOut
No
Purchase Order Management
Yes
Receiving
No
Requisitions & Approvals
No
Sourcing Management
Yes
Spend Management
Yes
Supplier Management
Yes
Reporting
Customizable Dashboard
Yes
Data Source Connectors
Yes
Drag & Drop
No
Drill Down
Yes
Email Reports
No
Financial Reports
Yes
Forecasting
Yes
Marketing Reports
Yes
OLAP
No
Report Export
Yes
Sales Reports
Yes
Scheduled / Automated Reports
Yes