Quickly link your Excel  files to your Word document.

Sometimes the program crashes without any apparent reason. It might be due to the lack of power of my laptop.

Very easy to learn and start using...does not require any training. 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.

I like how easy the software is to use and if you get in a jam they have great customer support.

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

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.

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

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.

My overall experience is very good about that software.

Great because i always have my  spread sheets even on my phone.

I liked that these were softwares I’ve been familiar with for many years. They’re easy to navigate and understand.

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.

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

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

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.

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

It is one of the most outstanding ideas to convert excel file into word and the dynamic features are just what any professional would be looking for.

Doable but is an extra step. Same Field name in two worksheets can be tricky.

I thought it would flow easier and be user friendly.

It's a user friendly software, implementation and user adaptation have been quick, easy and seamless. Post sale customer service has been outstanding.

The reports functionality is also excellent in managing the quote/proposals in the system. The system is really user friendly and has been well worth it.

A little complicated to add vendors and specific partner logos. Limited times we need this but it does happen.

Daily use of IQX is very easy and user friendly. It has changed our quoting completely.

Used the free trial to see how it would possibly integrate with Zoho.

Great and simple to use to have all info organized.

There are other products that may have a prettier user interface but overall no real complaints.

Easy to integrate complex equipment costs that can have several options depending on final users necessity.

Simple and easy to create quotes and follow up.

The app is powerful and our requirements were fulfilled. The use of app has led to high quality professional quotes, and also time to prepare quotes has reduced.

Daily use of IQX is very easy and user friendly.

Intuitive, simple for use, delivery a very clear and powerful proposal to our customers.

Importing our initial items from quoter and zoho was very easy. Tech support walk me thru the process and it went very smoothly.

Easy to use configuration software to help our sales team product accurate proposals. We love the guided selling assistance especially for our new sales reps.

IQuote Xpress has been a fantastic addition to our organisation.

Outstanding the quality of the quotes generated. Great impact in our organization.

We strongly recommend using this tool to differentiate yourselves and create competitive advantages.

We selected iQuote after reviewing several options and found the integration with SF.com and the overall UI and logical ease of use was excellent.

That's a big problem with one of our manufacturers.

We can quote faster and more accurately. We can follow each dealers progress more easily than before.

We are not able to create our own configuration tools. Need to use the iQUoteXpress team for this.

Excel-to-Word Document Automation is a sales enablement software designed to help businesses of all sizes create and update texts, tables, images and charts across Microsoft Word and Microsoft PowerPoint documents. The platform enables managers to create custom sales and marketing collaterals such as proposals and quotes on a unified interface.

Administrators can produce dynamic documents that automatically update when underlying data changes. Excel-to-Word Document Automation allows teams to copy and paste linked content across multiple documents. Additionally, supervisors can utilize personal templates to automatically generate customizable reports on a centralized dashboard. 

Excel-to-Word Document Automation lets stakeholders update and link worksheets to Microsoft Word documents. Pricing is based on monthly subscriptions and support is extended via an online contact form.


LongDescription

Content Delivery

Presentation Tools

Ad hoc Reporting

Guided Selling

Document Capture

Scheduled/Automated Reports

Collaboration Tools

File Conversion

Document Classification

Version Control

Content Management

Price and Cost Calculations

Sales Reports

Marketing Reports

Proposal Management

Quotes/Estimates

Financial Reporting

Document Generation

BASIC: This plan is available for free of cost.
STANDARD: $9.95 PER USER PER MONTH
PRO: $29.95 PER USER PER MONTH
BUSINESS: Please contact AnalysisPlace for pricing details.

Email/Help Desk

FAQs/Forum

Phone Support

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

Excel-to-Word Document Automation

Live Online

Documentation

Videos

US Dollar

iQuoteXpress (IQX) is a sales proposal automation solution that reduces the time and costs it takes to make sales quotes by more than half. Used across almost every vertical—tech, real estate, manufacturing, education, and more—IQX benefits any organization with a sales team that builds, sends, and tracks sales quotes.


With a dynamic product and pricing configuration engine and professionally designed templates, it enables salespeople with little or even no experience in creating proposals to make professional, accurate, and engaging sales quotes in just a few minutes.


IQX integrates with Zoho CRM and Books, Dynamics CE and F&O, Salesforce, Oracle, and other solutions with ease, and may also be used as a standalone solution.


And it’s a fully supported cloud-based solution: IQX developers can create your product/pricing configurations, upload templates, and assist you before, during, and after implementation.


IQX offers per-user, per-month pricing, enabling easy scalability for businesses across all major vertical markets.



Cataloging/Categorization

Product Catalog

Proposal Generation

Activity Tracking

Electronic Signature

Product Configurator

Automatic Formatting

Approval Process Control

Pipeline Management

Calendar Management

Content Library

Sales Trend Analysis

Data Import/Export

Self Service Portal

Contact Management

Audit Trail

Client Portal

Pricing Management

Workflow Management

Reporting & Statistics

Sales Automation

Estimating

Customizable Templates

Accounting Integration

Discount Management

Real Time Reporting

Customizable Branding

Monitoring

Third-Party Integrations

Document Management

Online Catalog

Status Tracking

Requirements Management

Document Templates

Electronic Payments

Price/Margin Management

Customizable Reports

Document Storage

Access Controls/Permissions

Templates

Progress Tracking

Digital Signature

Order Management

Project Management

Sales Orders

Customizable Fields

eCommerce Management

Automated Quoting

Template Management

Pricing and Cost Calculations

Configurable Workflow

Multi-Currency

Real Time Data

Configuration Management

Real Time Notifications

Email Management

Activity Dashboard

Alerts/Notifications

Knowledge Base Management

Reminders

Billing & Invoicing

Document Review

Rule-based Configuration

Document Automation

Multi-Language

Audit Management

Approval Workflow

Drag & Drop

Customer History

Task Management

RFP Management

RFP Creation

Mac OS

Linux

Web browser (OS agnostic)

Windows 10

Standard: $39/user/month
Professional: $59/user/month

Excel-to-Word Document Automation vs iQuoteXpress

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

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