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Excel-to-Word Document Automation Reviews

About Excel-to-Word Document Automation

Easily link/update Word/PowerPoint/Excel content (text, tables, & charts) based on Excel data/calculations w/our Office 365 add-in.

Learn more about Excel-to-Word Document Automation

Pros:

I like how easy the software is to use and if you get in a jam they have great customer support.

Cons:

It does not get enough press. It kind of makes me angry because I spent months looking at and trying other products.

Excel-to-Word Document Automation ratings

Average score

Ease of Use
4.5
Customer Service
4.5
Features
4.6
Value for Money
4.8

Likelihood to recommend

9.1/ 10

Excel-to-Word Document Automation has an overall rating of <span class="">4.7</span> out 5 stars based on <span class="">34</span> user reviews on Capterra.

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Filter reviews (34)

Bojan
Bojan
Country Sales Manager in Slovenia
Verified LinkedIn User
Pharmaceuticals, 51–200 Employees
Used the Software for: 6-12 months
Reviewer Source

A real time saver!

5.0 6 years ago

Comments: It saves me at least half an hour per week on writing sales reports as it transforms all the tables and numbers propperly.

Pros:

Before finding this software I had to create all tables in Word by hand. That was realy frustrating since the tables I worked with were complex and realy long. After a few clicks the software converted all of my tables to word and I was realy impressed with the outcome, so I decided to try to use it for work. Needless to say, it helped me to save a lot of time so I could focus more on working with my customers.

Cons:

I have experienced only 2 problems until now: 1. Sometimes the program crashes without any apparent reason. It might be due to the lack of power of my laptop. 2. If the table is too big/long it needs to be adjusted first.

James F
Owner in US
Capital Markets, 2–10 Employees
Used the Software for: 1+ year
Reviewer Source

Excellent and the Best is Yet to Come

5.0 last year

Comments: I explored this app because the links in Word and Excel and totally unreliable for large documents. The developer gave me 1 hour of coaching and that was enough to get a good launch. I love the app. It si reliable, flexible, and getting better all the time.

Pros:

Excellent, reliable, efficient. My reports are over 200 pages in length including many tables, figures, and variable text.

Cons:

Needs some training videos and the explanations need to be less dense. They are precise and helpful but require serious concentration to follow.

AnalysisPlace Response

last year

Thank you for your excellent review, James. We are glad that the add-in is working well for you and will continue to work to improve it.

tracy
co owner in US
Automotive, 2–10 Employees
Used the Software for: 1+ year
Reviewer Source

complicated

2.0 4 years ago

Comments: adequate at best, I need to use it to get the value of my money, but when I use this product it takes a long time and you must really pay attention to what your doing or you lose what you have compiled. I thought it would flow easier and be user friendly

Pros:

the idea of generating any and all paperwork that I might need on a weekly basis and have it saved at my fingertips was a great idea and beneficial to me.

Cons:

to hard to use, to hard to find what I need overall just to hard. Once you save a document it is difficult to find it again. I was hoping it would be more user friendly

AnalysisPlace Response

4 years ago

Hello Tracy, I'm sorry that you are having trouble with our add-in. I would be happy to set up a virtual meeting to help you.

Kimberly
Personal Trainer in US
Health, Wellness & Fitness, Self Employed
Used the Software for: Free Trial
Reviewer Source

Excel is Excellent!

4.0 4 months ago

Comments: Excel is fabulous, even for me, which i remind you, i am not tech-savvy! Excel worked me through everything and i was able to use Excel quite easily and efficiently!

Pros:

Excel makes it easy to understand how to use it, even if, like me, your are not tech savvy!

Cons:

When i first started trying to figure it all out, i couldn't understand implementation, but quickly, Excel worked me through it!

Dominic
It expert in Kenya
Computer & Network Security, 201–500 Employees
Used the Software for: 1+ year
Reviewer Source

Excel Document sustainability & ease

5.0 2 years ago

Comments: There is so much ease and accessibility is very easy

Pros:

The software as a very ease to be used, no ads using the software

Cons:

Nothing much, it's pretty good to be used by preferably everyone

AnalysisPlace Response

2 years ago

Thank you, Dominic. We are glad our add-in is working out well for you.

Verified Reviewer
Verified LinkedIn User
Commercial Real Estate Software, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

Head and Shoulders above Power Automate and all others

5.0 3 years ago

Comments: It works the way that it would work if you designed it. It works right. It is easy, You can rename and move your files without worry.

Pros:

This just works. It works right. It works the first time. It makes sense. --I spent months on Power Automate. Getting it set up, learning, you have to buy lots of integrations, and then it just doesn't work. For example, do you have macros? If you do, Power Automate does not work. -- Don't try this with any other software: Move or rename your excel file and try to make it work... It does not matter with this product. Moving to a new computer in the next 5 years and your files may move to a directory - No problem. This product still works.

Cons:

It does not get enough press. It kind of makes me angry because I spent months looking at and trying other products.

Verified Reviewer
Verified LinkedIn User
Banking, 51–200 Employees
Used the Software for: 2+ years
Reviewer Source

try to use

5.0 3 years ago

Comments: In general, the experience and use of this software is magnific

Pros:

I really like the way you can convert all your files from one format to another.

Cons:

I wish that this software could have more options for converting

Verified Reviewer
Verified LinkedIn User
Education Management, 2–10 Employees
Used the Software for: 6-12 months
Reviewer Source

Great product

5.0 5 years ago

Comments: Very easy to use and does what it says on the tin. Top

Pros:

Ease of use and price. This is a great product with potential to help you save time and gain a better view when transferring docunemtarion.

Cons:

Customer support is not the best but I know they are understaffed in this area. Goood Job though guys keep it up.

AnalysisPlace Response

5 years ago

Thank you for your kind review, we are glad to hear that our add-in is saving you time. If there is anything we can help you with, please let us know. We are happy to help.

Verified Reviewer
Verified LinkedIn User
Architecture & Planning, 501–1,000 Employees
Used the Software for: 2+ years
Reviewer Source

Easy to use for anyone

4.0 6 years ago

Pros:

I liked that these were softwares I’ve been familiar with for many years. They’re easy to navigate and understand. You can look up questions on google easily too.

Cons:

No cons about this software. Everything was straight forward and easy to use.

SUNDAY E.
SUNDAY E.
Graduate Assistant in Nigeria
Verified LinkedIn User
Education Management, 1,001–5,000 Employees
Used the Software for: 6-12 months
Reviewer Source

Quickly link your Excel files to your Word document.

5.0 6 years ago

Pros:

The software allows easy linking up documents on excel to word of PowerPoint. It is easy to use. It safes time since linked documents are automatically updated. It can be used to keep good records of customers activities. It has a lot of features and functionalities.

Cons:

The software is difficult to surf through.

CAMILLE
CAMILLE
Human Resources Supervisor in US
Health, Wellness & Fitness, 11–50 Employees
Used the Software for: 2+ years
Reviewer Source

Document variety option

5.0 5 years ago

Comments: The variety of document scenarios and how it work all the benefits is Great to my experience.

Pros:

Is a wide variety of scenarios to use with the excel to word documentation to make your job easy and simple.

Cons:

Is significantly improvement on this program you dont need to worried about anything this software provide assistance.

Gergo
Assistant in Hungary
Facilities Services, 2–10 Employees
Used the Software for: 1+ year
Reviewer Source

Makes work very easy

5.0 2 years ago

Pros:

Easy handling, bug-free, best automation software

Cons:

No negative parts. I never ran into any issue.

AnalysisPlace Response

2 years ago

Thank you Gergo. We are glad our add-in is working well for you.

Rahul
Group Manager in United Arab Emirates
Computer Software, 10,000+ Employees
Used the Software for: 1-5 months
Reviewer Source

Best in class experience in Document Automation

5.0 4 years ago

Comments: Awesome product and i just can not do without this product now. Used to use excel to word 'Linked Paste' function which was so cumbersome and this is a huge upgrade.
I had one time issue where the azure server which was running the data connections went down so i found the email of the admin of Analysis Place from my billing subscription email. Then [SENSITIVE CONTENT HIDDEN] was able to respond on a Sunday afternoon my time and get it fixed in 1 hr. this was really critical for me as otherwise my document automation would not have worked and i needed to submit a customer offer. Thus support has been great.

Pros:

The features i like most about this product are :- 1. Very easy to learn and start using...does not require any training 2. Ability to have excel become a database which is then used to populate different word docs in manner where i want data to be placed. 3. cloud update of large files 4. flexible with multiple worksheets 5. can save files in different names and repopulate the databases. 6. ability to save and share as it works with saving on share-point also

Cons:

1. A field once named may not be easy to change and only option to change is to delete the field and redo again..doable but is an extra step 2. Same Field name in two worksheets can be tricky 3. the customer service page on the website has a form but no email or call center no to call. the form when populated also does not generate and email as a ticket requested.

AnalysisPlace Response

4 years ago

Thank you so much for the great review, Rahul!

Sherry
Utility Clerk/Administrative Assistant in US
Government Administration, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

Excel-to-Word Document works for out jobs great!

5.0 3 years ago

Comments: Works for us!

Pros:

It is relatively easy to use! I use it for processing our on-line payments to accounts.

Cons:

The software was already being used when I started my job, so it is all I have used.

Stephanie
Customer service representative in US
Insurance Software, 501–1,000 Employees
Used the Software for: 6-12 months
Reviewer Source

Very impressive combined program

5.0 5 years ago

Comments: I'm able to set up meeting and phone calls in one program now. Instead of having to use several just to keep up with 10 or more different projects. I save so much more time using Excel-to-word .

Pros:

I love that is combines word and Excel together. You can use documents from word and put them in files on Excel. The spreadsheets are amazing. It is just all around easy to use. Very time saving.

Cons:

I don't think there are any. None that i have seen yet. I love the software.

Verified Reviewer
Verified LinkedIn User
Hospital & Health Care, 11–50 Employees
Used the Software for: 1-5 months
Reviewer Source

Affordable option - formatting issues

4.0 3 years ago

Comments: It is an inexpensive option to turn spreadsheet data into a useable narrative document. It sped up the time it took to compile monthly reports

Pros:

This product made transferring data from existing spreadsheets to a narrative style more efficient. It allowed me to only open one program, which benefits older computer models.

Cons:

The data transferred was not free from significant formatting changes. This made it more difficult to make sure we were using the correct line entry of the data.

AnalysisPlace Response

3 years ago

Thank you for reviewing our add-in. I would be happy to help you with the updating process, it should not cause significant formatting changes.

Ashley
Educator in US
Education Management, 51–200 Employees
Used the Software for: 2+ years
Reviewer Source

Great Product, Simplifies and saves time

5.0 5 years ago

Comments: I have used this product for grade reports for more than 5 years.

Pros:

I like how I am to export student data from Excel to Word for an easy report or grading report. This software saves me a lot of time.

Cons:

Nothing. The product does what it is intended to do and I have no complaints about the product. Easy and simple.

AnalysisPlace Response

5 years ago

Thank you for your kind review, Ashley. We are glad to hear that our add-in helps you with your grading reports and saves you time.

IFITUMI BARNABAS
IFITUMI BARNABAS
Student in Nigeria
Verified LinkedIn User
Higher Education Software, 1,001–5,000 Employees
Used the Software for: 6-12 months
Reviewer Source

Excellent Way to Convert Excel to Word Documents

5.0 6 years ago

Pros:

The software is easy to use. It allows users to convert excel spreadsheet to word documents at a very fast rate. It has different features and functionalities. It allows automation of the process.

Cons:

The software works fine to my expectations. Just that one will need a little enlightenment to use it with ease.

Hannah
Hannah
Photographer in US
Entertainment, Self Employed
Used the Software for: 6-12 months
Reviewer Source

Excel-to-Word Document Atomation

5.0 6 years ago

Pros:

I liked how easy it was to use. I'd never used anything like this so I was afraid at first I would have no idea what was going on but I did catch on quickly.

Cons:

Nothing. It did what it claimed it would and I had no problems.

elson
Inventory Manager / French teacher in US
Retail, 2–10 Employees
Used the Software for: 6-12 months
Reviewer Source

Better option

5.0 6 years ago

Comments: I use it for my work in my online store and this Exel made me easier the work , the features of the word too are better than ever I get more inspired to write pages of
My book

Pros:

I liked the most the new features of this software

Cons:

I did not have any inconvenience I liked all

Rayhan
Individual in Bangladesh
Writing & Editing, Self Employed
Used the Software for: 2+ years
Reviewer Source

MS word

5.0 5 years ago

Comments: My overall experience is very good about that software.

Pros:

Conversion is transformed easily without any kind of problem regarding data missing, chart or table broken.

Cons:

Customer service or quick response to their problems. Trouble with connectivity specially in the sign in process.

Adele
Freelance Telemarketer in UK
Marketing & Advertising, Self Employed
Used the Software for: 1-5 months
Reviewer Source

A Very Useful Add-On

5.0 3 years ago

Pros:

This add-on is just the thing you need when you need to quickly update the personalisation of a word document, but don't want to go through the whole 'mail merge' thing for one recipient. It's easy to use and fairly easy to set up, but you do have to know what you're doing in Excel.

Cons:

Can't say that I have noticed any cons.

AnalysisPlace Response

2 years ago

Thank you, Adele. We so glad that you find our add-in useful.

Marc Joseph
Customer Service Representative in Philippines
Consumer Services, 10,000+ Employees
Used the Software for: 1+ year
Reviewer Source

What a Great Tool!

5.0 3 years ago

Comments: 10/10. Really an impressive tool

Pros:

I love that it updates all excel based documents to word.

Cons:

I love all things about it because it makes my work easier.

AnalysisPlace Response

2 years ago

Thank you, Marc Joseph. We are glad that you've found our ad-in to be helpful.

Lucía
Lucía
Teacher English Foreign Language in Venezuela
Verified LinkedIn User
Used the Software for: 1-5 months
Reviewer Source

Excellent software, it helps me save time!

5.0 6 years ago

Comments: Excellent software, it helps me save time

Pros:

It is software that has helped me save a lot of time in my work. It is very easy to use. Convert tables with images and data without problems

Cons:

The truth is, I have no negative comments or problems to mention in the use of this software. It is excellent fulfilling the function for which it was designed

ANTONIS
Photographer in UK
Photography, Self Employed
Used the Software for: 6-12 months
Reviewer Source

Love it !

5.0 7 years ago

Comments: To generate and customize Word documents by reading and converting data from Excel.

Pros:

Absolutely professional and easy. It converts easily and fast the tables from Excel format into the Word document layout, so you can design and arrange a new page on Word format by getting accurate data from Excel. I use it for creating invoices for my clients and for other personal projects.

Cons:

The length and size of an Excel table needs further adjustment sometimes, so it can fit accurately to the new Word page. Apart from this I am very happy overall and everything seems to work fine!