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About

The Excel-to-Word Document Automation Add-in automates updating of Excel-based content into Word and PowerPoint documents. Updatable content includes text, lists, tables, images, and charts. 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. Update recurring reports and documents that need to be customized/personalized multiple times. Use your workbooks and your documents as templates -- any Word or PowerPoint document "linked" to the workbook using the core add-in can be used as a template The add-in makes it easy to link, test, upload, and manage document templates and associated Excel-based tools.

About

Don’t let the manual creation of critical documents like contracts, work orders, and invoices slow down your business. Equip teams with Nintex DocGen® to instantly build and share documents with just a few clicks from directly within Salesforce or Office 365. No more cutting and pasting, no more errors. Deliver precise and compliant documents the first time, every time. Unleash the power of your data wherever it resides to enhance efficiency and eliminate human errors. Improve compliance with pre-approved templates and language to create any combination of Word, Excel, PowerPoint, and PDF documents. Automate document routing to streamline reviews, simplify signing processes, and securely store documents. Getting started is a breeze. Nintex DocGen makes it easy to associate data from any source with document templates. Simply configure and tag the fields to be updated to insert dynamic data such details about the customer, product details, pricing information, and more.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies looking for a Document Management system

Audience

Organizations that use Salesforce and want to simplify document creation

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

AnalysisPlace
Founded: 2010
United States
Analysisplace.com

Company Information

Nintex
Founded: 2006
United States
www.nintex.com/process-automation/document-generation/

Alternatives

think-cell

think-cell

think-cell Sales

Alternatives

Pine BI

Pine BI

Pinexl
primedocs

primedocs

PrimeSoft
empower

empower

empower GmbH

Categories

Categories

CPQ Features

2D Drawing
3D Modeling
Approval Workflow
eCommerce
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal

Document Management Features

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Reporting Features

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

Sales Enablement Features

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Document Generation Features

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Integrations

Microsoft Excel
Microsoft PowerPoint
Microsoft Word
Integry
Microsoft 365
Nintex Process Platform
Salesforce

Integrations

Microsoft Excel
Microsoft PowerPoint
Microsoft Word
Integry
Microsoft 365
Nintex Process Platform
Salesforce
Claim Excel-to-Word Document Automation and update features and information
Claim Excel-to-Word Document Automation and update features and information
Claim Nintex DocGen and update features and information
Claim Nintex DocGen and update features and information