Excel-to-Word Document Automation

RATING:

4.8

(33)

About Excel-to-Word Document Automation

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 Microsof...

Excel-to-Word Document Automation Pricing

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.

Starting price: 

$9.95 per month

Free trial: 

Not Available

Free version: 

Available

No screenshot available

Excel-to-Word Document Automation Reviews

Overall Rating

4.8

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

4.5

Value for money

5

Functionality

4.5

Most Helpful Reviews for Excel-to-Word Document Automation

1 - 5 of 33 Reviews

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.