Excel-to-Word Document Automation 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.
Excel-to-Word Document Automation Alternatives
Expedience Software
EXPEDIENCE AUTOMATES MICROSOFT WORD PROPOSALS
Use Microsoft Word to craft business proposals, RFP responses, or Statements of Work (SOWs)? Expedience delivers unmatched efficiency, flawless branding consistency, and 100% document accuracy – without ever leaving Microsoft Word!
THE MICROSOFT ADVANTAGE
Native to Microsoft Word, Expedience leverages the best of Microsoft 365:
• Use Rich Content (tables, charts, videos, PowerPoint slides, etc)
• Consistent Corporate Branding
• Copilot Generative AI
• Excel Data Integration
• Realtime Collaboration
AUTOMATED SALES PROPOSALS & SOWs
Create complete Microsoft Word document proposals, sales documents, and SOWs in just a few clicks - even from Excel spreadsheets! Consistent, accurate, and perfectly formatted every time.
TRUSTED CONTENT
Expedience stores your curated, branded, approved content in a library for quick reuse. This means that your team will have trusted content at their fingertips directly within Microsoft Word.
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Docmosis
Docmosis is a self-hosted or SaaS template-based document generation solution. Integrate with custom-built software applications or popular third-party apps using the API.
Create templates using MS Word or LibreOffice. Add plain-text placeholders to control: the insertion of text/images/tables; conditionally add/remove any content; perform calculations; loop over repeating data; format data/numbers and much more.
Integrate with: Custom software built using Java, C#, Python, PHP, Ruby and more via a REST API; Low-code and no-code platforms like Appian, Bubble, Mendix, Outsystems; Third-party form builders or apps that can perform a webhook such as FormAssembly or Salesforce.
Used by customers in Finance, Health, Legal, Education, Government, HR, Insurance, Logistics, and Manufacturing to generate customized letters invoices, proposals, contracts, statements, reports and more.
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PBRS Power BI Reports Distribution
PBRS is a third-party tool that enhances the functionality of Power BI reports by providing advanced features for scheduling, automation, and distribution. With PBRS, you can:
- Schedule Power BI reports to run at specific dates and times, or set up recurring schedules based on custom frequencies. For example, you can schedule a report to run every hour, every other day, or on the third Monday of the month.
- Automate Power BI reports to run based on specific events or conditions. For example, you can trigger a report to run when a database record is changed, when data is received on a port, when an unread email exists in a folder, or if a file exists.
- Distribute Power BI reports in various formats and to multiple destinations. You can specify different filters, formats (such as Excel, PDF, or CSV), destinations (such as email, SharePoint, or network folders), and recipients for each scheduled report. This flexibility enables you to tailor the distribution of reports to meet the specific needs of your organization.
PBRS works seamlessly with various Power BI environments, including Power BI Service (Pro and PPU), Power BI Report Server (On-Premises), Power BI Premium, and all editions of SQL Server Reporting Services
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PandaDoc
PandaDoc document management software allows you to create and manage all types of business documents. PandaDoc document management software is powerful, secure, and integrated. It allows business users to create, track, track, and sign documents quickly and easily. PandaDoc is a powerful tool that can help you manage organizational documents like proposals, quotes and contracts, HR documents, and many more.
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Pricing
Free Version:
Yes
Integrations
Company Details
Company:
AnalysisPlace
Year Founded:
2010
Headquarters:
United States
Website:
Analysisplace.com
Media
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Product Details
Platforms
Web-Based
Windows
Mac
Types of Training
Training Docs
Customer Support
Business Hours
Online Support
Excel-to-Word Document Automation Features and Options
Reporting Software
Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports
Document Management Software
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
CPQ Software
2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce
Sales Enablement Software
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 Lists
Excel-to-Word Document Automation User Reviews
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