Excel-to-Word Updating

Update your Word documents based on Excel logic, analysis, data, tables, and charts

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• Automate your customer proposals, assessment/valuation reports, recurring business/financial reports, contracts, and more
• Update text, paragraphs, lists, tables, charts, shapes, images, and other content types
• Excel content is linked to Content Controls in Word
• Word documents are typically updated on your device; however you optionally can also perform updates in the cloud

Excel-to-PowerPoint Updating

Update your PowerPoint documents based on Excel logic, analysis, data, tables, and charts

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• Automate your customer proposal presentations, recurring business/financial report PPTs, dashboards, personalized datasheets, and much more
• Update text, lists (e.g. bullet lists), tables, charts, shapes, and images
• Excel content is linked to shapes in PowerPoint
• PowerPoint documents are updated in the cloud, you then download/open the updated copy

Excel-to-Excel Updating

Update data in destination workbooks based on data in source workbooks

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• Excel-to-Excel Updates” enables you to: 1) submit values from named ranges and tables in a source workbook, then, 2) update data in matching named ranges and tables in a destination workbook.
• Reliably update hundreds of ranges and tables in seconds
• Summarize results of a detailed workbook; update multiple output workbooks; or consolidate workbook data

Document Generation

Boost productivity of your team with template-based document generation from within Excel

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• 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
• Any Word/PowerPoint document "linked" using the core add-in can be used as a template
• The add-in makes it easy to upload and manage document templates and associated Excel-based tools
• Document Generation is a feature included in all Business Subscriptions

Business Subscription Features

Protect and manage your Excel-based assessment tools that are used by multiple users

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• Manage assessment tools (Excel workbooks) that are used by multiple users
• Key Features: version control, access control, protection, restore defaults, usage analytics, and more
• Common "managed" assessment tools: product configurators, sales tools, and valuation calculators
• Can be combined with Document Generation

APIs (for Developers)

Add Word or PowerPoint document generation to your app, website, or service via our REST service

for developers and system integrators

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• Submit JSON-based data from your app and receive updated documents
• Returns updated Word/PowerPoint template-based documents based on submitted data
• Templates, JSON data structure, and Excel logic are easily created and tested via our Office Add-In
• Any Word/PowerPoint document "linked" using the core add-in can be used as a template<