Document Generation

Template-Based Report Generation

Instantly create personalized Word and PowerPoint documents based on content in your Excel workbook

Empower your team to easily create data-rich documents from within their Excel workbooks -- simply select one of your templates from a list and click "Create Document"

Excel to Word Logo

  • Ensure your team is using on-brand, approved, and up-to-date templates

  • Improve productivity and document quality -- put a stop to manual copy/paste from Excel

  • 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

Document Generation enables authorized users to create personalized Word and PowerPoint reports from templates that are securely stored in the cloud. Users select the reports from a drop-down list in the Excel add-in. The templates are simply Word or PowerPoint documents uploaded and linked through the core add-in.

 

Document Generation Examples

Document Generation Use Cases

If your users update documents based on content in Excel, they could save time and improve document quality using our solution. Here are a few common use cases:

  • Generate great-looking data-rich business proposals directly from the information entered in Excel. You can even update the proposal during the sales call.

  • Automatically generate presentations that are specific to a prospect and their needs.

  • Instantly generate highly personalized marketing collateral

  • Customize data sheets from engineering and scientific calculations

  • Automate form generation

  • Create frequently used data-intensive contracts and other legal documents

  • Easily create assessment results reports from templates

 

Document Generation Overview

Key Features and Benefits

More businesses are adopting AnalysisPlace Document Generation because it is flexible, powerful, easy to use, and cost-effective.

  • Flexible
    • Each Excel workbook can create documents from dozens of templates
    • Supports small documents (such as forms) or very large and complex documents (with hundreds of updated text items, tables, and charts).
  • Powerful document updating features
    • Like the core add-in, you can update text, tables, lists, charts, and images
    • Includes advanced features, such as conditional sections (like document assembly) and HTML formatting
  • Very easy to use
    • Users simply open the Excel workbook, make changes, then create reports from your list of templates
    • Users can continue to update linked content after creating a document using the core add-in
  • Very easy to administer
    • The add-in makes it easy for designated administrators to link, test, upload, and update templates
    • Can be combined with other features, such as version control, access control, and workbook protection
    • Get started fast -- uses your existing workbooks and documents
  • Cost-effective
    • AnalysisPlace offers fixed and usage-based pricing
    • With usage-based pricing, there is no fee for users that don’t use it
    • No commitment – cancel at any time

Businesses are telling us that with AnalysisPlace, it is no longer necessary to purchase expensive, inflexible, complicated document automation or proposal management solutions.

Start your free trial today

Free Trial

Try a free unlimited organization-wide 30-day trial -- see how easy it is for you (and your users) to create documents from a template you upload.

Simply list your company’s business domain (like company.com) and an administrator contact. Any user that registers at AnalysisPlace.com with that domain will be able to generate documents. The administrator(s) will have access to the “admin” tab and will be able to upload and manage templates. Document Generation is available through our Enterprise features


“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 have 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


Common Document Generation and Updating Scenario

Our add-in enables users to continue to update documents as content changes (in Excel or the document). Here is a common document generation and updating scenario:

Document Generation Steps

  1. User conducts a preliminary customer assessment by entering inputs into the excel workbook
  2. User creates a personalized document from the “Create Document” button within the add-in
  3. User learns more about the customer and modifies inputs in the workbook. The user also modifies content in the created document, such as adding and deleting content.
  4. The user can then update linked content in the document by using the core add-in to both “Submit Content” in Excel, and then “Update Document” in the document
  5. The user can continue to automatically update linked content in the document from Excel while leaving modified non-linked content as-is.

 


Get started

User View:  How to Generate Documents

It is very quick and easy for users to create documents. Most are created within a couple of seconds.

 

Make any desired changes to your Excel workbook
  1. Choose the “Adv” tab (User must be signed into the add-in with an account that is part of an Enterprise subscription. If you don’t have one, request a free trial – it’s easy)
  2. Choose the desired report from the drop-down list
  3. Click “Create Report”
  4. Once the document has been created, “Download Report” opens the updated document

Administrator View:  How to Create and Upload Templates

How an administrator uploads a template

Get Started Document Generation Administrator View

Any Word or PowerPoint document that is linked to a workbook using the core AnalysisPlace Excel-to-Word Add-in can be used as a template.

Before uploading templates, first link and test your Word or PowerPoint documents to Excel using the core add-in

  1. Select the “Admin” tab (The “administrator” must be signed into the add-in for the “Admin” tab to appear. When you start an Enterprise subscription (including a trial), one or more administrators will be designated.)
  2. Expand the “Cloud Reports (from Templates)” section
  3. Check “Enable users to create reports from these templates”
  4. Click “Add New Report” (The new report will appear as “Report Title” after the currently selected report in the drop-down list)
  5. Name the report and give it a description
  6. Browse to the Word or PowerPoint document file that you want to use as a template, then “Upload Report Template” (Your users will now have access to the template on the “Adv” tab in the drop-down list the next time they open the add-in. The administrator can update a template at any time: select it in the list, then upload the new version)

Workbook Management (Optional)

Document Generation Workbook Management

Control which templates are available to your users in the “Workbook Management” section under the “Admin” tab

By default, all uploaded templates will be available from the add-in in all workbooks. This helps you get started, but the add-in allows you to have certain templates that only work with specific workbooks. (You can have multiple templates associated with each workbook.)

  1. If you want users to be able to use specific templates from specific workbooks check this box. “Manage specific or multiple workbooks” (recommended) If you want users to be able to access all templates from all workbooks - Uncheck “Manage specific or multiple workbooks”
  2. Manage a new workbook or set the current workbook as the default for the workbook settings
  3. Name the workbook and give it a description
  4. Choose “ApplyID” to identify the workbook as the workbook selected above
  5. Check to disable features for workbooks without an ID. (Unchecked means default setting will apply.)