DynamicDocs Excel to PDF Add-in 2026: Benefits, Features & Pricing
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- Overview
- Pricing and Plans
- Features
- Integrations
- User Reviews
Overview
Pricing
Starting at $500.00 per month
About DynamicDocs Excel to PDF Add-in
DynamicDocs Excel to PDF Add-in is a tool designed to convert MS Excel data into PDF documents. It allows users to create professional-quality reports directly within the MS Excel environment. The add-in supports features such as dynamic charts, tables, and logical structures, including if-statements and for-loops. Generated PDFs are automatically saved to a designated folder on the computer.
The add-in includes access to an online template library with pre-designed options and supports custom templates created using LaTeX for advanced customization. It enables users to generate multiple PDFs simultaneously through asynchronous calls. Users can also use DynamicDocs Excel to PDF Add-in to create JSON payloads from spreadsheet data to streamline the document creation process. The interface is designed to be user-friendly for basic tasks while offering advanced functionality for more complex operations.
DynamicDocs Excel to PDF Add-in Screenshots

DynamicDocs Excel to PDF Add-in Pricing and Plans
Bespoke Plan
$500.00
Plan includes:
- PDF Generation via Excel
- Your Branding Guidelines
- Dynamic Tables
- Custom Fonts
- Dynamic Charts
- Dedicated Support

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DynamicDocs Excel to PDF Add-in Features
- Popular features found in ReportingAd hoc QueryCustomizable DashboardDashboard CreationData Import/ExportDrag & DropForecastingMultiple Data SourcesOLAPPerformance MetricsScheduled/Automated ReportsSearch/Filter
- More features of DynamicDocs Excel to PDF Add-inAd hoc ReportingAPICustomizable BrandingCustomizable FieldsCustomizable ReportsCustomizable TemplatesData VisualizationDocument ManagementDocument TemplatesFinancial AnalysisFinancial ReportingFor Financial InstitutionsFunctions/CalculationsReal-Time ReportingReporting/AnalyticsTemplate ManagementTemplatesVisual Analytics
DynamicDocs Excel to PDF Add-in Integrations
DynamicDocs Excel to PDF Add-in User Reviews
Overall Rating
5.0
Ratings Breakdown
5
100%
4
0%
3
0%
2
0%
1
0%
Secondary Ratings
Ease of Use
4.7
Value for money
4.7
Customer support
5.0
Functionality
4.8
Have you used DynamicDocs Excel to PDF Add-in and would like to share your experience with others?
Kenosi S.
Verified reviewer
Financial Services
201-500 employees
Used monthly for more than 2 years
Review sourceReviewed February 2026
Increased effeciency and Great support
5
Overall, our experience has been very positive. The add-in is user-friendly, and the support provided is excellent, particularly when we need assistance with new requirements or changes.
Ratings Breakdown
Vendor Response
Thank you so much for this thoughtful review. We really appreciate it. It’s great to hear the add-in is fitting smoothly into your existing process and helping you generate and update factsheets quickly with real-time data. We’re also glad the value-for-money and reliability are coming through in day-to-day use. And thank you for the kind words about our support team. We’re happy to help as your requirements evolve.
Replied February 2026
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Andrew P.
Verified reviewer
Investment Banking
51-200 employees
Used monthly for more than 2 years
Review sourceReviewed January 2026
Review of DynamicDocs Excel to PDF Add-in
5
Overall, the DynamicDocs add-in is a pleasure to work on, and I cannot think of any other method when producing the factsheets.
Ratings Breakdown
Vendor Response
Thanks so much for your thoughtful review. We really appreciate you taking the time to share this feedback. We’re delighted to hear the add in has made your factsheet process seamless and uncomplicated, and that you’ve experienced our update turnaround as quick and efficient. Thank you as well for the constructive note on working with multiple templates. We understand how having to update the security key and “save to” options can be inconvenient. We will log this as a new feature into the new release. Thanks again for your support. It’s fantastic to hear DynamicDocs has become your preferred method for producing investment reports.
Replied February 2026
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Glenda N.
Verified reviewer
Financial Services
501-1000 employees
Used monthly for more than 2 years
Review sourceReviewed January 2026
Happy with the service
5
What i love most about this is the support we get from the team. They are very helpful at all the time
Ratings Breakdown
Vendor Response
Thank you for the thoughtful feedback. We really appreciate you taking the time to share your experience. We’re glad to hear that you find DynamicDocs Add-in easy to work with and that the flexibility to generate selected documents or complete packs is adding value to your workflow. We’re also especially pleased that our support team has been helpful. We acknowledge your comments around documents not generating at times and the current limitations around changing headings and spacing. These are important points, and we’re actively working on improving robustness and expanding template flexibility to give users more control where it’s needed. Thank you again for your feedback and for working with us. It helps us continue to improve the product for all users.
Replied January 2026
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Michael Z.
Verified reviewer
Financial Services
2-10 employees
Used daily for less than 12 months
Review sourceReviewed February 2026
Great product, great customer service
5
DynamicDocs Excel Add-in has streamlined our PDF document workflow. We can generate clean, brand-consistent PDFs straight from Excel. It saves time, reduces manual errors, and improves the consistency and quality of client-ready documents. They also offer great support in case of template changes.
Ratings Breakdown
Vendor Response
Thank you for the great review. We really appreciate it. We’re glad to hear our Add-in is saving you time and producing polished, brand-consistent PDFs straight from Excel with minimal manual effort. It’s also helpful feedback on expanding the library of out-of-the-box templates, and we’ll keep that in mind as we grow our template catalogue. Thanks again for highlighting the support experience too. We’re happy to assist when templates evolve or new document types come up.
Replied February 2026
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Thabo N.
Verified reviewer
Investment Management
201-500 employees
Used monthly for less than 2 years
Review sourceReviewed February 2026
Operations Manager
5
Ratings Breakdown
Vendor Response
Thanks so much for the detailed feedback. We really appreciate you taking the time to share it. We are thrilled DynamicDocs has helped you move from a manual process to an automated workflow that is faster, easier to maintain, and delivers strong value for money. Automating fund factsheets across 50 clients and producing around 120 factsheets in under an hour is a huge operational win, and it is exactly the kind of productivity lift we built the system for. It is also great to hear the ongoing maintenance side is working well. Being able to update, amend, and manage templates and data without friction is critical when factsheets need to stay current. Thank you again for your support and for trusting us with such a core part of your reporting process. If you ever want to explore additional templates, new document types, or further automation opportunities, we are always happy to help.
Replied February 2026
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Tanya N.
Verified reviewer
Financial Services
2-10 employees
Used monthly for more than 2 years
Review sourceReviewed January 2026
Review of DynamicDocs Excel to PDF Add-in
5
Great product and easy to use. _
Ratings Breakdown
Vendor Response
Thank you for the great feedback. We’re really pleased to hear that you find our product easy to use and that the flexibility to make changes without impacting the core API has been valuable. We appreciate you taking the time to share this.
Replied January 2026
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Lisa S.
Verified reviewer
Hospitality
2-10 employees
Used daily for less than 12 months
Review sourceReviewed February 2026
Value for Money
5
DynamicDocs has streamlined our billing process and helped us get invoices and statements out faster, with fewer errors and a more professional look. We’ve reduced manual work significantly, improved consistency in what clients receive, and made it easier to resend or update documents instantly when something changes. Overall, it’s saved time and reduced admin pressure.
Ratings Breakdown
Vendor Response
Thank you for the thoughtful review and for sharing your experience as a small hospitality business owner. We are really glad to hear DynamicDocs Excel Add in has made invoicing and monthly statements faster and more consistent for you. We also appreciate the honest feedback on the initial custom template setup and the request for more ready made invoice and statement templates tailored to small businesses. That is valuable input for our roadmap, and we will keep expanding our template library to reduce setup time even further. Thanks again for choosing DynamicDocs. We are grateful for your support and always here if you need help with template updates or new document types.
Replied February 2026
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Wariner G.
Verified reviewer
Financial Services
11-50 employees
Used weekly for less than 12 months
Review sourceReviewed February 2026
Great add on for excel!
5
DynamicDocs has materially improved the speed and reliability of our monthly reporting cycle. It reduces manual formatting, helps maintain brand consistency, and allows us to produce updates with new data. The support team is responsive and practical. Overall it has improved our reporting.
Ratings Breakdown
Vendor Response
Thank you for the detailed review and for sharing how DynamicDocs is working in your reporting process. We are glad to hear the Excel driven workflow is producing consistently professional PDFs for you, and that the output quality is meeting your requirements for charts, tables, and layout. We also appreciate the honest feedback about the learning curve around LaTeX based templates and the time required for initial template creation. We are pleased our team’s support and ongoing maintenance have helped make the process smooth once implemented. It is great to know DynamicDocs has improved the speed and reliability of your monthly reporting cycle, reduced manual formatting, and strengthened brand consistency while making it easy to publish updates as new data comes in. Thank you again for your support. We value the partnership and look forward to continuing to help you improve your reporting workflow.
Replied February 2026
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Hershil B.
Verified reviewer
Writing and Editing
51-200 employees
Used monthly for less than 2 years
Review sourceReviewed February 2026
Experience with DynamicDocs Excel Add-in
5
This has significantly improved our academic reporting process. We can produce large batches of student mark reports efficiently, with a consistent look and clear presentation. It reduces admin time, improves accuracy, and makes it easier to re-run reports when marks are updated. Support has been excellent and responsive, which helped us get the templates right and keep the process smooth during busy assessment periods.
Ratings Breakdown
Vendor Response
Thank you for the detailed review and for sharing how you’re using DynamicDocs for student mark reporting. We’re really pleased to hear the Excel Add-in is helping you generate professional, consistent PDF reports at scale, with less manual formatting and fewer errors. We also appreciate your honest feedback on the initial setup. Aligning the Excel data structure to template fields and accommodating multiple report formats can require a bit of upfront attention. We’re glad our support team could help you get the templates right and keep everything running smoothly during peak assessment periods. Thanks again for the recommendation and for trusting us with an important part of your academic reporting process.
Replied February 2026
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Financial Services
51-200 employees
Used monthly for free trial
Review sourceReviewed February 2026
Best of The Best
5
I would definitely recommend the DynamicDocs to anyone producing Factsheets. Love the fast service and helpfulness
Ratings Breakdown
Vendor Response
We are really pleased to hear you have appreciated the quick response times, attention to detail and the friendly support. It is also great to know DynamicDocs is helping your team run the factsheet process smoothly. We understand access and approvals on the IT side can sometimes take time, and we appreciate your effort in getting everything set up. If anything does come up, please let us know and we will jump in quickly to help. Thanks again for the recommendation. We truly value your support and look forward to continuing to assist with your factsheets.
Replied February 2026
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