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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

Renewtrak is an automation platform that connects the global tech industry to power the renewals and subscription economy. Our customers are able to take control of their recurring revenue streams and automate quoting through complex distribution channels to present their customers with personalized and relevant renewal options for all kinds of license, support, maintenance, and annuity contracts. Automated renewal notifications save your team time and touch every single account, improving renewal rates. Use the renewal event as an opportunity to grow existing customers. Let your customers browse, self-checkout, and close the deal effortlessly for quicker quote-to-cash. We’re bringing the B2C digital buying customer experience to B2B, where customers are not only encouraged to renew, but expand. Renewtrak automates repetitive tasks so your team can focus on what really matters. With AI-enabled likelihood to renew scores, our dashboard gives you real-time visibility.

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

Businesses searching for a solution to optimize their revenue retention and increase growth

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

Renewtrak
Founded: 2016
Australia
www.renewtrak.com

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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

Integrations

Microsoft Excel
Google Sheets
Microsoft Dynamics 365
Microsoft PowerPoint
Microsoft Word
Salesforce
Stripe

Integrations

Microsoft Excel
Google Sheets
Microsoft Dynamics 365
Microsoft PowerPoint
Microsoft Word
Salesforce
Stripe
Claim Excel-to-Word Document Automation and update features and information
Claim Excel-to-Word Document Automation and update features and information
Claim Renewtrak and update features and information
Claim Renewtrak and update features and information