All Excel-to-Word Document Automation Reviews

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User Profile

Bojan

Verified reviewer

Pharmaceuticals, 51-200 employees

Used weekly for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

FUNCTIONALITY

5

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.

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.

James F

Capital Markets, 2-10 employees

Used weekly for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

3

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

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.

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

tracy

Automotive, 2-10 employees

Used weekly for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

2

EASE OF USE

2

VALUE FOR MONEY

3

CUSTOMER SUPPORT

1

FUNCTIONALITY

3

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

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

Dominic

Computer & Network Security, 201-500 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed August 2022

Excel Document sustainability & ease

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

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

Anonymous

2-10 employees

Used weekly for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2022

Head and Shoulders above Power Automate and all others

It works the way that it would work if you designed it. It works right. It is easy, You can rename and move your files without worry.

PROS

This just works. It works right. It works the first time. It makes sense. --I spent months on Power Automate. Getting it set up, learning, you have to buy lots of integrations, and then it just doesn't work. For example, do you have macros? If you do, Power Automate does not work. -- Don't try this with any other software: Move or rename your excel file and try to make it work... It does not matter with this product. Moving to a new computer in the next 5 years and your files may move to a directory - No problem. This product still works.

CONS

It does not get enough press. It kind of makes me angry because I spent months looking at and trying other products.

Reasons for switching to Excel-to-Word Document Automation

It is literally the only one that works.

Rahul

Computer Software, 10,000+ employees

Used weekly for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed July 2020

Best in class experience in Document Automation

Awesome product and i just can not do without this product now. Used to use excel to word 'Linked Paste' function which was so cumbersome and this is a huge upgrade. I had one time issue where the azure server which was running the data connections went down so i found the email of the admin of Analysis Place from my billing subscription email. Then [SENSITIVE CONTENT HIDDEN] was able to respond on a Sunday afternoon my time and get it fixed in 1 hr. this was really critical for me as otherwise my document automation would not have worked and i needed to submit a customer offer. Thus support has been great.

PROS

The features i like most about this product are :- 1. Very easy to learn and start using...does not require any training 2. Ability to have excel become a database which is then used to populate different word docs in manner where i want data to be placed. 3. cloud update of large files 4. flexible with multiple worksheets 5. can save files in different names and repopulate the databases. 6. ability to save and share as it works with saving on share-point also

CONS

1. A field once named may not be easy to change and only option to change is to delete the field and redo again..doable but is an extra step 2. Same Field name in two worksheets can be tricky 3. the customer service page on the website has a form but no email or call center no to call. the form when populated also does not generate and email as a ticket requested.

Vendor Response

Thank you so much for the great review, Rahul!

Replied July 2020

CAMILLE

Health, Wellness and Fitness, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed September 2019

Document variety option

The variety of document scenarios and how it work all the benefits is Great to my experience.

PROS

Is a wide variety of scenarios to use with the excel to word documentation to make your job easy and simple.

CONS

Is significantly improvement on this program you dont need to worried about anything this software provide assistance.

Anonymous

51-200 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

3

FUNCTIONALITY

4

Reviewed May 2022

try to use

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

Sherry

Government Administration, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

FUNCTIONALITY

5

Reviewed April 2022

Excel-to-Word Document works for out jobs great!

Works for us!

PROS

It is relatively easy to use! I use it for processing our on-line payments to accounts.

CONS

The software was already being used when I started my job, so it is all I have used.

Anonymous

2-10 employees

Used daily for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed December 2019

Great product

Very easy to use and does what it says on the tin. Top

PROS

Ease of use and price. This is a great product with potential to help you save time and gain a better view when transferring docunemtarion.

CONS

Customer support is not the best but I know they are understaffed in this area. Goood Job though guys keep it up.

Vendor Response

Thank you for your kind review, we are glad to hear that our add-in is saving you time. If there is anything we can help you with, please let us know. We are happy to help.

Replied December 2019

Stephanie

Insurance, 501-1,000 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2019

Very impressive combined program

I'm able to set up meeting and phone calls in one program now. Instead of having to use several just to keep up with 10 or more different projects. I save so much more time using Excel-to-word .

PROS

I love that is combines word and Excel together. You can use documents from word and put them in files on Excel. The spreadsheets are amazing. It is just all around easy to use. Very time saving.

CONS

I don't think there are any. None that i have seen yet. I love the software.

Ashley

Education Management, 51-200 employees

Used weekly for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

FUNCTIONALITY

5

Reviewed October 2019

Great Product, Simplifies and saves time

I have used this product for grade reports for more than 5 years.

PROS

I like how I am to export student data from Excel to Word for an easy report or grading report. This software saves me a lot of time.

CONS

Nothing. The product does what it is intended to do and I have no complaints about the product. Easy and simple.

Vendor Response

Thank you for your kind review, Ashley. We are glad to hear that our add-in helps you with your grading reports and saves you time.

Replied December 2019

Gergo

Facilities Services, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2022

Makes work very easy

PROS

Easy handling, bug-free, best automation software

CONS

No negative parts. I never ran into any issue.

Vendor Response

Thank you Gergo. We are glad our add-in is working well for you.

Replied October 2022

elson

Retail, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2019

Better option

I use it for my work in my online store and this Exel made me easier the work , the features of the word too are better than ever I get more inspired to write pages of My book

PROS

I liked the most the new features of this software

CONS

I did not have any inconvenience I liked all

Rayhan

Writing and Editing, 1 employee

Used weekly for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed September 2019

MS word

My overall experience is very good about that software.

PROS

Conversion is transformed easily without any kind of problem regarding data missing, chart or table broken.

CONS

Customer service or quick response to their problems. Trouble with connectivity specially in the sign in process.

ANTONIS

Photography, 1 employee

Used weekly for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed July 2018

Love it !

To generate and customize Word documents by reading and converting data from Excel.

PROS

Absolutely professional and easy. It converts easily and fast the tables from Excel format into the Word document layout, so you can design and arrange a new page on Word format by getting accurate data from Excel. I use it for creating invoices for my clients and for other personal projects.

CONS

The length and size of an Excel table needs further adjustment sometimes, so it can fit accurately to the new Word page. Apart from this I am very happy overall and everything seems to work fine!

Anonymous

501-1,000 employees

Used weekly for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

5

FUNCTIONALITY

5

Reviewed September 2018

Easy to use for anyone

PROS

I liked that these were softwares I’ve been familiar with for many years. They’re easy to navigate and understand. You can look up questions on google easily too.

CONS

No cons about this software. Everything was straight forward and easy to use.

Scott

Renewables & Environment, 2-10 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed May 2018

Great time saver. Easy to use.

Great Time Saver!

PROS

After spending an eternity trying to get help from Microsoft (to no end) this was a life saver. After a little time investment, I'm banging out great looking customized proposals with ease.

CONS

There's a bit of a learing curve for some like me without a deep understanding of properly formatting table and templates in word, But masterable with a little effort. Certainly much easier than trying to work with standard Microsoft link functionality. All said a big plus!

Marc Joseph

Consumer Services, 10,000+ employees

Used weekly for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

FUNCTIONALITY

5

Reviewed May 2022

What a Great Tool!

10/10. Really an impressive tool

PROS

I love that it updates all excel based documents to word.

CONS

I love all things about it because it makes my work easier.

Vendor Response

Thank you, Marc Joseph. We are glad that you've found our ad-in to be helpful.

Replied October 2022

Adele

Marketing and Advertising, 1 employee

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

FUNCTIONALITY

5

Reviewed June 2022

A Very Useful Add-On

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.

Vendor Response

Thank you, Adele. We so glad that you find our add-in useful.

Replied October 2022

User Profile

SUNDAY E.

Verified reviewer

Education Management, 1,001-5,000 employees

Used less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

FUNCTIONALITY

5

Reviewed March 2019

Quickly link your Excel files to your Word document.

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.

User Profile

IFITUMI BARNABAS

Verified reviewer

Higher Education, 1,001-5,000 employees

Used less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed April 2019

Excellent Way to Convert Excel to Word Documents

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.

Anonymous

11-50 employees

Used weekly for less than 6 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

3

FUNCTIONALITY

4

Reviewed February 2022

Affordable option - formatting issues

It is an inexpensive option to turn spreadsheet data into a useable narrative document. It sped up the time it took to compile monthly reports

PROS

This product made transferring data from existing spreadsheets to a narrative style more efficient. It allowed me to only open one program, which benefits older computer models.

CONS

The data transferred was not free from significant formatting changes. This made it more difficult to make sure we were using the correct line entry of the data.

Vendor Response

Thank you for reviewing our add-in. I would be happy to help you with the updating process, it should not cause significant formatting changes.

Replied March 2022

Christi

Arts and Crafts, 1 employee

Used daily for less than 6 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2019

Christi’s Review

So far it has helped with the office part of my business.

PROS

It is easy to use. I thought it was going to be hard to learn but it wasn’t. I would recommend it to anyone.

CONS

Nothing at all.

Vendor Response

Thanks for the review Christi. We are glad to hear that the add-in has helped you.

Replied December 2019

Hannah

Entertainment, 1 employee

Used weekly for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2019

Excel-to-Word Document Atomation

PROS

I liked how easy it was to use. I'd never used anything like this so I was afraid at first I would have no idea what was going on but I did catch on quickly.

CONS

Nothing. It did what it claimed it would and I had no problems.

Showing 1 - 25 of 33 Reviews