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"
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 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:
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Generate great-looking data-rich business proposals directly from the information entered in Excel. You can even update the proposal during the sales call.
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Automatically generate presentations that are specific to a prospect and their needs.
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Instantly generate highly personalized marketing collateral
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Customize data sheets from engineering and scientific calculations
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Automate form generation
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Create frequently used data-intensive contracts and other legal documents
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Easily create assessment results reports from templates
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Individual users should consider our Personal Templates option