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DynamicDocs Excel to PDF Add-in

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Overview

DynamicDocs Excel to PDF Add-in 2026: Benefits, Features & Pricing

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On this page
  • Overview
  • Pricing and Plans
  • Features
  • Integrations
  • User Reviews

Overview

DynamicDocs Excel to PDF Add-in
DynamicDocs Excel to PDF Add-in
5.0
(10)

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

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DynamicDocs Excel to PDF Add-in Pricing and Plans

Starting price: $500.00 per month
Free Trial
Free Version

Bespoke Plan

$500.00

flat rate, per month

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 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 DynamicDocs Excel to PDF Add-in
    Ad hoc Reporting
    API
    Customizable Branding
    Customizable Fields
    Customizable Reports
    Customizable Templates
    Data Visualization
    Document Management
    Document Templates
    Financial Analysis
    Financial Reporting
    For Financial Institutions
    Functions/Calculations
    Real-Time Reporting
    Reporting/Analytics
    Template Management
    Templates
    Visual Analytics

DynamicDocs Excel to PDF Add-in Integrations

Microsoft Excel
Microsoft Excel

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?

KS

Kenosi S.

Verified reviewer

Financial Services

201-500 employees

Used monthly for more than 2 years

Review source

Reviewed 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

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
The functionality is reliable and easy to use, and it integrates well with our existing processes. It has helped improve efficiency by streamlining our document conversion process. It also offers good cost value relative to the benefits it provides. The ability to feed data in real time is a major advantage, as it allows us to quickly generate and update factsheets instantly when information changes.
Cons:
Possibly on our side we could explore ways to further integrate our data feeds directly into the tool. However, at this stage, there is nothing significant to highlight.

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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AP

Andrew P.

Verified reviewer

Investment Banking

51-200 employees

Used monthly for more than 2 years

Review source

Reviewed 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

5
Ease of use
5
Value for money
5
Customer support
4
Functionality
icon
Pros:
It makes the process of creating our factsheets seamless and uncomplicated. when updates are required, the process by Advicement is quick and efficient.
Cons:
When you have multiple templates, the key code needs to be updated as well as the save to option. It would be nice if each template ran independently.

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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GN

Glenda N.

Verified reviewer

Financial Services

501-1000 employees

Used monthly for more than 2 years

Review source

Reviewed 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

4
Ease of use
4
Value for money
5
Customer support
5
Functionality
icon
Pros:
Easy to work with. what I love mostly about is the fact that you can choose what you want to generate at that time or generate everything at once.
Cons:
At times the docs don't come out. Not able to change headings. It will be better if you can change headings and spaces.

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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MZ

Michael Z.

Verified reviewer

Financial Services

2-10 employees

Used daily for less than 12 months

Review source

Reviewed 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

4
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
DynamicDocs Excel Add-in is very easy to use, produces polished professional PDFs directly from Excel, and makes it simple to keep documents consistently on-brand. I also like how fast and reliable it is with minimal manual formatting effort. It saved us a lot of time.
Cons:
Would be helpful to have more out-of-the-box templates for additional document types. However their team did help me when I reached out.

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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TN

Thabo N.

Verified reviewer

Investment Management

201-500 employees

Used monthly for less than 2 years

Review source

Reviewed February 2026

Operations Manager

5

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
The system empowers users to generate client documents efficiently using Excel-based data, delivering a highly time-effective and value-for-money solution. It is easy to update, amend, and manage, allowing for seamless ongoing maintenance. This capability has enabled us to automate our fund factsheet process across 50 clients and produce approximately 120 fund factsheets in under an hour, representing a significant improvement in productivity and operational efficiency.
Cons:
The system empowers users to generate client documents efficiently using Excel-based data, delivering a highly time-effective and value-for-money solution. It is easy to update, amend, and manage, allowing for seamless ongoing maintenance. The system is a great tool for my process and i have no adverse or improvements to suggest since i helped me to automate and empower me and team thus far. We are from the old way of doing things manually and this system really empowered and opened our eyes to the new world of automation.

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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TN

Tanya N.

Verified reviewer

Financial Services

2-10 employees

Used monthly for more than 2 years

Review source

Reviewed January 2026

Review of DynamicDocs Excel to PDF Add-in

5

Great product and easy to use. _

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
Ease of use and the ability to make changes that do not structurally affect the API. _
Cons:
Nothing to add. _

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 profile

Lisa S.

Verified reviewer

Hospitality

2-10 employees

Used daily for less than 12 months

Review source

Reviewed 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

5
Ease of use
4
Value for money
5
Customer support
5
Functionality
icon
Pros:
As a small hospitality business owner, DynamicDocs Excel Add-in has been a game-changer for invoicing and monthly statements. The Excel Add-in is simple to use and produces clean, professional PDFs that look consistent every time. I like that I can update figures in Excel and regenerate an invoice or statement in seconds without fiddling with formatting.
Cons:
The initial setup of a custom template took a bit of guidance to get exactly right, and I would love a few more ready-made invoice/statement templates tailored for small businesses. Once everything is set up, though, it runs smoothly.

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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WG

Wariner G.

Verified reviewer

Financial Services

11-50 employees

Used weekly for less than 12 months

Review source

Reviewed 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

4
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
DynamicDocs makes it easy to generate professional PDFs directly from Excel with consistent formatting every time. The output quality is excellent, and it handles charts, tables, and layout requirements with ease.
Cons:
There is a learning curve when setting up templates as they are written in LaTeX, however the ADVICEment team handles their creation and maintenance. Once it’s set up properly it runs smoothly, but initial template creation can take some time.

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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HB

Hershil B.

Verified reviewer

Writing and Editing

51-200 employees

Used monthly for less than 2 years

Review source

Reviewed 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

5
Ease of use
4
Value for money
5
Customer support
4
Functionality
icon
Pros:
DynamicDocs Excel Add-in makes it simple to turn Excel mark schedules into professional, consistent PDF reports for students. Once the template is set up, generating reports is quick and repeatable, with no manual formatting and fewer errors. The ability to maintain a standard layout across faculties/modules is a big plus, and it handles tables and structured data very well.
Cons:
The initial setup requires some care, especially when aligning the Excel data structure to the template fields and when managing multiple report formats for different departments. It’s not difficult, but it takes a bit of upfront attention to get everything running smoothly.

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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VR

Verified
Reviewer

Financial Services

51-200 employees

Used monthly for free trial

Review source

Reviewed 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

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
The quick response, attention to detail of reporting and friendly service. Love how it assists with the Factsheets function and the person assigned to assist
Cons:
Apart from my IT allowing access, I have not had any challenges thus far. If there are any issues, I will highlight

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

Read More

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