We offer individual and business (multi-user) subscriptions. Business subscriptions can be Usage-Based (pay-as-you-go) or Per-User. 

Individual Subscription Pricing 

Subscriptions have 3 usage levels (Standard, Pro, and Elite). 

Usage Tier 

Price (Monthly) 

Usage Limits Summary

Usage Examples 



50 basic document updates per month 

  • Sales rep updates several types of 10-page proposals and presentations for customers once per week 
  • Accountant updates several financial reports monthly containing several dynamic lists, tables, and charts. 
  • Executive updates several monthly PowerPoint business status presentations containing dozens of tables and charts
Pro $29.95 400 large/complex updates per month
  • Researcher updates weekly research reports containing ~50 tables and 12 graphs
  • Paralegal updates finance-intensive contracts with dozens of text and tables and several graphs for clients (~20 per month)
  • Real estate assessor updates several 40-page valuation reports every day
  • Marketing consultant updates 100-slide PowerPoint documents containing ~115 large charts several times per month
Elite $79.95 2,000 large/complex document updates per month
  • Sales support specialist produces approx. 12 data-intensive 60-page Word proposals and several 30-slide PowerPoint presentations every day for his sales team
  • Analyst updates extensive 100-page client assessment reports for her team of consultants. Each report contains hundreds of text updates, 25 large tables, and 20 chart images.
  • Marketing manager conducts 100+ CRM-sourced mail-merge-type operations every week creating highly customized professional-looking 20-page proposals

Usage limits the first month are significantly higher to allow for experimentation and testing. The add-in shows your usage levels (as a % of your limit) as you make updates and indicates when you approach your monthly limit. 

Usage Limit Details:

Purchase Subscription

You can cancel at any time.

Business (Multi-User) Pricing  

We offer 2 simple/flexible subscription options: Usage-Based (pay-as-you-go) and Per-User (fixed)

They can be cancelled/modified at any time. 

Most organizations start with the "Usage-Based" option due to its flexibility. 

Both subscription types include optional Business features, such as template-based document generation, workbook version control, and API access

Separate from the purchase, a Microsoft 365 admin can control user access to the add-in via Centralized Deployment. See Centralized Deployment and Deploy add-ins in the admin center | Microsoft Docs

Purchase Subscription

A Free Business Trial with unlimited access to and usage of the add-in for 30 to 90 days is available to anyone with a business email who expects to have one or more other coworkers use the add-in.

Usage-Based Subscription (pay-as-you-go) 

Fees are based on actual usage levels (by user). This option can be significantly less expensive if user usage levels fluctuate or if users use it sporadically.  

Authorized users within your organization can automatically and instantly be added simply by signing into the add-in (using Microsoft SSO or a registered account). There is no need to provide or maintain a named-user list (unless desired).  

There is no fee for users who don’t use the service during a month. 

Usage can be monitored via the admin portal. Payment is via Microsoft AppSource or traditional invoices. 

Usage Tier Price per User per Month Credits
Inactive $0 0
Standard $15.00 1
Pro $45.00 3
Elite $120.00 8
  • Pay at the end of the month based on actual usage
  • Supports 1 or thousands of users.
  • There is a minimum of 1 credit per month.
  • *Volume discount (up to 45%) is automatically applied based on credits consummed per month: 15% discount (20+ credits), 30% discount (100+ credits), 45% discount (1000+ credits)
  • Authorize user access/usage based on email, email domain, and/or Active Directory Tenant ID. For example, you could authorize all users with email address to access the add-in.
  • The "Usage-Based" subscription is the lowest cost option for most organizations (unless user usage is consistent/predictable).

To purchase on AppSource, select "Business - Usage-Based - 1 credit" with a quantity of 1.

Example Usage Report and Costs

Below is an example summary usage report. Admins have access to an admin portal where they can view detailed usage reports, including Item Points and Data by update for each user.

User Document Updates Item Points Total Data (KB) Usage Tier Credits Consumed 0 0 0 None 0 2 300 170 Standard 1 40 5,000 2,500 Standard 1 100 12,000 6,000 Pro 3 300 50,000 10,000 Pro 3 1,200 100,000 200,000 Elite 8
Total Credits Consumed 16
Volume Discount (see above*) 0%
Cost per Credit $15.00
Total Cost $240.00


Fixed "Per-User" Subscription 

Fixed price per user per month (e.g. 4 'Pro' Subscriptions at $29.95 each). 

This option is best if usage by user is consistent.  

It is rare to require more than a 'Pro' level subscription.

Includes optional features to automatically upgrade users, so they don't reach usage limits. 

Purchase a total number of credits, then assign credits (usage tiers) to users in the admin portal. Adjust the number of credits as needed. 

Usage Tier Price per User per Month Credits
Standard $9.95 1
Pro $29.95 3
Elite $79.95 8

To purchase on AppSource, select "Business - Per-User - 1 credit". Start with a low quantity, then increase as needed.

  • Pay at the start of the month
  • Commit to 3-month license per user (you can upgrade users at any time)
  • Best for organizations with consistent/predictable usage
  • Up to 45% discount on volume purchases
  • Optional features to make it easier to manage users: AutoUpgrade (if user reaches usage limit), AutoActivate (automatically license new authorized users), and administrator notifications

API (Application Programming Interface) Access 

We provide an innovative template-based document generation API service. Your app or system submits JSON data -- our service returns updated documents. Our add-in makes it very easy to design/configure your document templates. Any Word or PowerPoint document linked using the regular add-in can be used as an API template.

Access to our APIs can be included in either of the business purchase options above. 

API usage fees are based on number of usage credits consummed per month. The cost per credit is the same as the 2 purchase options above. 

Usage limits per API credit (per month): 125 updates, 20,000 ItemPoints, and 20,000 KB of data. For example, if your app completed 250 updates (that updated 40,000 ItemPoints and transferred 40,000 KB of data), then you would need to purchase 2 credits that month. Costs can be as low as $0.08 per update (before any volume discounts).

Learn more: 

Paid Support or Consulting Services 

We offer three paid support options available to help our customers: Basic Support, Advanced Support, and Consulting Services. For details, see  

Features by Subscription Type 

Individual Subscription: Includes all features individual users need to link and update documents 

Business Subscriptions: Includes optional additional features designed to empower teams who share one or more Excel-based tools and associated Word and PowerPoint reports (template-based document generation).  


Feature Description Individual Subscriptions Business Subscriptions
Word Updates
  • Update Word documents from Excel content
  • Word documents are updated on your computer using the add-in
  • Update text, lists, tables, chart images, and images of ranges
PowerPoint Updates
  • Update PowerPoint documents from Excel content
  • PowerPoint documents are securely updated in the cloud
  • Update text, lists, tables, images of ranges & charts, and native graphs/charts
Authoring and Linking Tools
  • The add-in contains easy-to-use features that enable you to select/name content in Excel that you want to have updated in Word or PowerPoint. It also has tools to link/map content in Word/PowerPoint
Basic and Advanced Features
  • In addition to the basic features, all users access advanced features, including: Advanced Graphs, Automatic Table Resizing, Inserting HTML Content, Conditional Sections (Document Assembly), Conditional Submit, Table Merged Cells, and Dynamic Lists and Paragraphs
Personal Templates
  • Rapid "Document Generation" from within your Excel workbooks
  • Any Word or PowerPoint document "Linked" using the add-in can be a template
Sample Templates
  • Download, modify, and use our templates to help you get started fast. Our templates demonstrate how use basic and advanced features, such as Mail Merge, currency and language switching, and professional-looking layouts/designs
  • Optionally enable the add-in to automatically open the add-in with specified workbooks

Business Templates

Template-based Document Generation

  • This very powerful capability allows users to create template-based Word and PowerPoint reports from a drop-down list within Excel
  • Templates are managed by a designated administrator
  • Ensures that users are using up-to-date approved documents
  • The templates are very easy to create and maintain (any document "linked" using the "Core" version can be a template)
Excel Assessment features
  • Restore Defaults - Restore modified values back to their original/default values and formulas
  • Data Migration – Easily transfer data from one workbook to another (e.g. for version upgrades)
Manage & Monitor Usage
  • Tools to secure, manage, and monitor Excel-based tools, including: Workbook Management, Workbook Protection, Version Control, Access Control, Data Capture & Analytics, Data Refresh, Data Protection, and Usage Reporting & Analytics
API Access and Tools
  • Template-based document generation service 
  • API and template management is conducted via the add-in
  • API usage pricing is included in (incremental to) either of the business subscription options