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

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

DynamicDocs Excel to PDF Add-in

5.0

(5)

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

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

DynamicDocs Excel to PDF Add-in User Reviews

Overall Rating

5.0

Ratings Breakdown

100%

Secondary Ratings

Ease of Use

4.6

Value for money

4.8

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?

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

What i love most about this is the support we get from the team. They are very helpful at all the time

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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

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

Great product and easy to use. _

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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

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

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

Ease of use

Value for money

Customer support

Functionality

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

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

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

Ease of use

Value for money

Customer support

Functionality

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

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

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

Ease of use

Value for money

Customer support

Functionality

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

Showing 1 - 5 of 5 Reviews