Excel-to-Word Document Automation 2026: Benefits, Features & Pricing

Wondering if Excel-to-Word Document Automation is right for your organization?

Our Reporting Software selection experts can help you in 15 minutes or less.

On this page

Overview
Pricing and Plans
Features
User Reviews

Overview

Excel-to-Word Document Automation

4.7

(38)

Pricing

Starting at $9.95 per month

About Excel-to-Word Document Automation

Transform Your Business Documents with Excel-to-Word Document Automation**

Excel-to-Word Document Automation is your go-to solution for creating and updating texts, tables, images, and charts across Microsoft Word and PowerPoint. Designed for businesses of all sizes, this platform makes it easy for managers to craft custom sales and marketing materials like proposals and quotes—all from a single, unified interface.

Key Benefits:

Dynamic Document Creation - Administrators can generate documents that automatically update whenever the underlying Excel data changes, ensuring your information is always current.

Seamless Content Linking - Teams can effortlessly copy and paste linked content across multiple documents, saving time and reducing errors.

Customizable Reports - Supervisors can use personal templates to automatically generate reports, all managed from a centralized dashboard.

Easy Integration - Stakeholders can easily update and link Excel worksheets to Word documents, streamlining the workflow.

Microsoft 365 Certified. Microsoft has reviewed the app and confirmed that it has passed industry standards for security, compliance, and data handling practic...

Excel-to-Word Document Automation Screenshots

Excel-to-Word Document Automation Pricing and Plans

Starting price: $9.95 per month

Free Trial

Free Version

Basic

$9.95

flat rate, per month

No plan information available

Confused about pricing? We've got you covered.

Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates.

Excel-to-Word Document Automation Features

Popular features found in Reporting
Ad hoc Query
Customizable Dashboard
Dashboard Creation
Data Import/Export
Drag & Drop
Forecasting
Multiple Data Sources
OLAP
Performance Metrics
Scheduled/Automated Reports
Search/Filter
More features of Excel-to-Word Document Automation
Ad hoc Reporting
Collaboration Tools
Content Management
Customizable Reports
Document Automation
Document Capture
Document Classification
Document Generation
Document Management
File Conversion
Financial Reporting
Marketing Reports
Process/Workflow Automation
Sales Reports
Templates
Version Control

Excel-to-Word Document Automation User Reviews

Overall Rating

4.7

Ratings Breakdown

82%

13%

Secondary Ratings

Ease of Use

4.5

Value for money

4.8

Customer support

4.6

Functionality

4.7

Have you used Excel-to-Word Document Automation and would like to share your experience with others?

Jason B.

Verified reviewer

Real Estate

2-10 employees

Used daily for less than 2 years

Review source

Reviewed August 2025

Great Software, Very Helpful

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for switching to Excel-to-Word Document Automation

It was too expensive and not easy to customize. They went up on their price from $1,000 per year to $20,000.

Rahul D.

Verified reviewer

Pharmaceuticals

51-200 employees

Used daily for less than 12 months

Review source

Reviewed January 2025

Most suitable software to move data between excel to word

The most suitable 3rd party software i have used so far across all the 3rd party software i have used

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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

Reasons for switching to Excel-to-Word Document Automation

Copy paste function does not work as well as this one

tracy b.

Verified reviewer

Automotive

2-10 employees

Used weekly for less than 2 years

Review source

Reviewed February 2021

complicated

adequate at best, I need to use it to get the value of my money, but when I use this product it takes a long time and you must really pay attention to what your doing or you lose what you have compiled. I thought it would flow easier and be user friendly

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

the idea of generating any and all paperwork that I might need on a weekly basis and have it saved at my fingertips was a great idea and beneficial to me.

Cons:

to hard to use, to hard to find what I need overall just to hard. Once you save a document it is difficult to find it again. I was hoping it would be more user friendly

Vendor Response

Hello Tracy, I'm sorry that you are having trouble with our add-in. I would be happy to set up a virtual meeting to help you.

Replied February 2021

Rolf Z.

Verified reviewer

Real Estate

2-10 employees

Used daily for less than 12 months

Review source

Reviewed December 2025

Dutch application

I'm very happy with the app and also with the service. They really helped me to start up in the Netherlands

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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

Dominic K.

Verified reviewer

Computer & Network Security

201-500 employees

Used daily for less than 2 years

Review source

Reviewed August 2022

Excel Document sustainability & ease

There is so much ease and accessibility is very easy

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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

Reasons for switching to Excel-to-Word Document Automation

I was referred that this software provides lots of services

Vendor Response

Thank you, Dominic. We are glad our add-in is working out well for you.

Replied October 2022

James F J.

Verified reviewer

Capital Markets

2-10 employees

Used weekly for less than 2 years

Review source

Reviewed January 2024

Excellent and the Best is Yet to Come

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for switching to Excel-to-Word Document Automation

Native links in Word and Excel are totally unreliable for large documents.

Vendor Response

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.

Replied January 2024

Tom P.

Verified reviewer

Health, Wellness and Fitness

2-10 employees

Used weekly for less than 2 years

Review source

Reviewed August 2025

Analysis place did exactly what I needed

Very good - solved a massive issue for us and allows close to data automation. particularly impressed with support.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.....

Bojan M.

Verified reviewer

Pharmaceuticals

51-200 employees

Used weekly for less than 12 months

Review source

Reviewed December 2018

A real time saver!

It saves me at least half an hour per week on writing sales reports as it transforms all the tables and numbers propperly.

Ratings Breakdown

Ease of use

Value for money

Functionality

Pros:

Before finding this software I had to create all tables in Word by hand. That was realy frustrating since the tables I worked with were complex and realy long. After a few clicks the software converted all of my tables to word and I was realy impressed with the outcome, so I decided to try to use it for work. Needless to say, it helped me to save a lot of time so I could focus more on working with my customers.

Cons:

I have experienced only 2 problems until now: 1. Sometimes the program crashes without any apparent reason. It might be due to the lack of power of my laptop. 2. If the table is too big/long it needs to be adjusted first.

SUNDAY E. A.

Verified reviewer

Education Management

1001-5000 employees

Used other for less than 12 months

Review source

Reviewed March 2019

Quickly link your Excel files to your Word document.

Ratings Breakdown

Ease of use

Functionality

Pros:

The software allows easy linking up documents on excel to word of PowerPoint. It is easy to use. It safes time since linked documents are automatically updated. It can be used to keep good records of customers activities. It has a lot of features and functionalities.

Cons:

The software is difficult to surf through.

IFITUMI BARNABAS S.

Verified reviewer

Higher Education

1001-5000 employees

Used other for less than 12 months

Review source

Reviewed April 2019

Excellent Way to Convert Excel to Word Documents

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The software is easy to use. It allows users to convert excel spreadsheet to word documents at a very fast rate. It has different features and functionalities. It allows automation of the process.

Cons:

The software works fine to my expectations. Just that one will need a little enlightenment to use it with ease.

Showing 1 - 10 of 38 Reviews

Load More Reviews