Document Automation

Excel-to-Word Document Automation

Update/create Word and PowerPoint content (text, tables, and charts) based on Excel data and calculations.

Automate your customer proposals, recurring business/financial reports, custom engineering datasheets, and more! Quick/secure install via the Microsoft Office Store.

Office for Windows and Office for Mac

Requires Microsoft Office 2016 / Office 365

Excel to Word Logo
Excel to Word. Text, tables, and charts.

What It Does

The Excel-to-Word Content Automation Add-in automates updating of Excel-based content into Word and PowerPoint documents. Updatable content includes text, tables, and charts. It also makes it easy to link the “dynamic” content to be updated. Update any new or existing Word/PowerPoint document with content from any new or existing Excel workbook. It is easy to link existing spreadsheets and documents. The add-in includes sample documents (an Excel ROI calculator and a Word business case) to get you started.

Common Usage Scenarios


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 reports (from Excel analysis) 
  • Custom datasheets (from engineering/scientific calculations in Excel)

The free "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 and require an account. 

Overview and Getting Started



Free Forever

no registration or login required
  • Evaluation & Light Usage
  • 50 documents 1st month;
    10 per month thereafter
Get Started
Easy to get started: Update your 1st document in 10 min.



per User per Month
  • Standard business usage & light authoring
  • 50 documents per month



per User per Month
  • Extensive usage and authoring
  • 400 documents per month


Contact Us

To Learn More
  • Multi-user subscription
  • Flexible usage allowances
Contact Us
or Call 412-344-5103

See subscription details


This add-in requires Office 2016 (Office 365 subscription version). It must be added to Excel and either Word or PowerPoint.

Microsoft Excel

This add-in requires one of the following versions: 

  • Excel 2016 for Windows Version 1608 (Build 7369.2055) or later 
  • Excel 2016 for Mac 15.27 or later 
  • Excel Online (supports document updates only, not authoring/linking)

Microsoft Word

This add-in requires one of the following versions: 

  • Word 2016 for Windows Version 1612 (Build 7668.1000) or later 
  • Word 2016 for Mac 15.32 or later 
  • Word Online (supports document updates only, not authoring/linking)

Microsoft PowerPoint

This add-in requires one of the following versions: 

  • PowerPoint 2016 for Windows
  • PowerPoint 2016 for Mac
  • PowerPoint Online

Enterprise Features and Capabilities

  • Save/Load assessment data to the cloud
  • Collaborate (securely share assessment data with colleagues/partners)
  • Usage reporting and analytics
  • Restore Workbook values/formulas
  • Document version control
  • Document management (easy access to corporate-approved workbooks and documents)
  • Integration with AnalysisPlace web-based sales/marketing tools
  • Enterprise single sign-on
  • Add-in customization (e.g. branding)
  • Expert tool/report design, development, and support
  • Localization
  • Integration (CRM, ERP, SFA)
  • Training (improve user adoption and usage effectiveness)