Excel-to-Word Document Automation Add-in Sample Workbook

Description
The downloadable templates demonstrate how our Excel-to-Word Document Automation Add-in automates updating of Excel-based content into Word and PowerPoint documents. Updatable content includes text, tables, charts, lists, shapes, pivot tables and html formatting. It also makes it easy to link/map the “dynamic” content to be updated. Update any new or existing Word or PowerPoint document with content from any new or existing Excel workbook.

The add-in can significantly improve productivity for scenarios requiring updating of recurring reports and documents that need to be customized/personalized multiple times. It is often used for information-intensive applications where Excel is used to capture, consolidate, calculate, analyze, or summarize data. The add-in is successfully used by many individuals and small to very large organizations.

The business features enable you to create, deploy, manage, and monitor Excel-based tools that are used by multiple users.
Our Cloud Reports create Word and PowerPoint reports from template drop downs directly from Excel. Other features include;
Version Control, Workbook Management, Data Protection, Usage Reports, Restore Defaults and much more

This add-in can be used in a wide variety of document automation scenarios. Here are a few:

Customer business cases (from an Excel-based ROI/TCO Tool)
Personalized sales and marketing collateral, including proposals and quotes
Custom product documentation (from Excel sizing/capacity/configurator)
Recurring financial and business reports (from Excel analysis)
Custom datasheets (from engineering/scientific calculations in Excel

The free-forever "Basic" version does not require registration or login and is a great option to evaluate the add-in and for users with basic content automation needs. Fee-based versions are also available to enable premium and enterprise features.

This add-in requires Microsoft Office (primarily Office 365 subscription version) or Microsoft Online via OneDrive. It must be added to Excel and either Word or PowerPoint.