Document Automation and Assessment Tools

AnalysisPlace provides the Excel-to-Word Document Automation Add-in and builds custom assessment tools.

  •  Proposal Generation
  •  Financial Reports
  •  Diagnostic/Assessment Tools
  •  Business Reporting
  •  Contract Automation
  •  ROI & TCO Calculators

Excel-to-Word Document Automation Add-in

Empower your company with our Excel-to-Word Document Automation Add-in that updates Word & PowerPoint content (text, tables, and charts) based on Excel data and calculations

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.

Released in 2017, this add-in has rapidly become a leading Microsoft Office-based document automation solution.  Hundreds of businesses rely on it to improve document quality and personal productivity.

Common Usage Scenarios

  • Document automation scenarios where Word or PowerPoint are updated from Excel.
  • Update recurring reports and documents that need to be customized/personalized multiple times.
  • Information-intensive applications where Excel is used to capture, consolidate, calculate, analyze, or summarize data.
  • Multi-user environments where Excel workbooks are utilized by multiple users (see Team and Enterprise Versions)

Read More

Excel to Word or PowerPoint

Solutions

Excel-to-Word Document Automation
(for Individual Professionals)
Update your Word & PowerPoint documents based on Excel logic, analysis, data, tables, and charts
  • Innovative and secure add-in for Office 365 / Office 2019
  • Automate your customer proposals, recurring business/financial reports, custom datasheets, contracts, and more
  • Update text, paragraphs, lists, tables, charts, and images
  • Easy to use, yet supports simple to complex updates
Document Generation
(for Teams and Businesses)
Template-based document generation from within Excel
  • Empower your team to easily create Word and PowerPoint documents from within their Excel assessment tools -- simply select one of your templates from a drop-down list and click "Create Document"
  • Ensure your team is using on-brand, approved, up-to-date templates
  • Our add-in makes it easy to create/update and manage document templates and associated Excel-based tools
APIs
(for Developers and System Integrators)
RESTful API services that provides a calculation service and template-based document generation
  • Document automation API that returns updated Word/PowerPoint/PDF template-based documents based on submitted data
  • Cloud-based calculator that returns data and charts based on submitted inputs and your Excel-based logic, calculations, and data lookups
  • Submit JSON-based data and receive calculated results and/or updated documents
  • Templates, data structure, and Excel logic are easily created and tested via our Office Add-In
Customized Tool Development Services
Expert assessment tool development & consulting services
  • TCO & ROI Calculators and Assessment Tools
  • Value-Based Selling Tools
  • Quote & Proposal Generators
  • Solution Configuration Tools
  • Diagnostic, Scientific & Technical Assessment Tools

Why AnalysisPlace

  • Extensive experience and expertise developing analysis tools and business productivity solutions
  • Strong focus on security and privacy
  • Microsoft Office-based solutions - use the tools you're already familiar with
  • Powerful and customizable document generation
  • Features to support individuals and enterprises
  • Easy to get started - try for free
  • Document templates to get started fast

What Users Say about the Excel-to-Word Document Automation Add-in

“Fantastic Add-In. I'm having a great experience with it, I did some research and it's by far the easiest method for transferring data from Excel to Word. My company has some quite complicated Excel documents and I was able to name 141 cells of varying content and have them transfer over into a word template report.”

    Brian O.

“Fantastic is all I can say - this automation has changed my life. If you create content in Excel and then reports, letters in Word .... then just give it a try.... it will make you smile. Well done to the team at AnalysisPlace. The first time software made me smile... ever.”

  George B.

“This app is great for transferring Excel data into Word documents, which makes it easier to update monthly reports and financial reports when the numbers change.”

  Ian S.

“Great time saver. Easy to use. This was a life saver. After a little time investment, I'm banging out great looking customized proposals with ease.”

  Scott B.

 

What Clients Say about AnalysisPlace

“The solution that AnalysisPlace has created for us dramatically reduces the time and effort it takes for Cisco sales teams to generate customized business proposals for their customers. Their platform and expertise has allowed us to accelerate our sales cycles, grow our pipeline and improve sales efficiency. Over the past two years, the AnalysisPlace team has continued to impress us with their professionalism, responsiveness and dedication to our success.”

  Mark Miller, Senior Manager, Cisco World Wide Collaboration Sales

“AnalysisPlace’s innovative and quality ROI modeling services were instrumental in justifying highly complex customer projects at Microsoft. Deep understanding of business, finance, and technology enabled Andrew Hall and his team to do magnificent work and develop high quality solutions that are still being used today.”

  Daniel Yu, Senior Product Manager, Microsoft

“AnalysisPlace has tools to better help us give prospects quantified insights into how we can contribute to their bottom line. The AnalysisPlace team was professional to work with, offered advice on best practices, and delivered a comprehensive business case tool in a short amount of time.”

  Cyndi Tackett, VP Sales Engineering, Flexera

“AnalysisPlace’s expertise in combining domain knowledge in finance with technical capabilities helped us build a sophisticated model for presenting complex IT financial analyses to our customers. The team's attention to detail and ‘get it done’ attitude allowed us to deliver our product to our customers on time and with great satisfaction.”

  David Tijerina, Director of Engineering

“Andrew Hall (AnalysisPlace) effectively collaborated with our team to develop a world-class Business Impact Analysis toolset. The toolset seamlessly integrates a web-based tool that can be leveraged by prospective clients and a sales organization in a collaborative environment. I highly recommend AnalysisPlace due to Andrew’s professionalism, excellent tool development capabilities, and great service.”

  Scott Yelton, Director of Product Development, EarthLink Business

“AnalysisPlace’s tool-development methodology has been validated and certified to be in compliance with International Institute of IT Economics (IIIE) standards. IIIE standards compliance and certification can contribute to the credibility and effectiveness of TCO/ROI-focused vendor sales tools.”

  Bill Kirwin, Founder of the International Institute of IT Economics and original creator of Gartner's IT TCO methodology

Some of Our Clients