Excel-to-Word Document Automation

Update Word and PowerPoint documents from Excel data, calculations, text, tables, and charts.

About

Easily link/update Word/PowerPoint content (text, tables and charts) based on Excel data and calculations with this Office 365 add-on.

Access Controls/Permissions

Activity Dashboard

Ad Hoc Query

Archiving & Retention

Batch Processing

Catalog Management

Collaboration Tools

Compliance Tracking

Contact Management

Content Library

Contract/License Management

CRM Integration

Customizable Dashboard

Data Import and Export

Document Classification

Document Generation

Drag and Drop

Electronic Signature

Email Management

Engagement Tracking

File Conversion

File Sharing

Forecasting

Guided Selling

Lead Scoring

Multiple Data Sources

Multiple Editing Formats

Offer Generation

Online Analytical Processing

Performance Management

Performance Measurement

Price/Margin Management

Process & Workflow Automation

Rebate Management

Renewal Management

Sales Planning

Scheduled/Automated Reports

Search/Filter

Templates

Third-Party Integrations

Versioning

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