What is ExForms?

Excel is no longer a data dead end.

Data flows into Excel from everywhere—Power Query, VBA, ODBC, APIs, CSV files, databases—but then what? It gets stuck. Copied and pasted. Manually re-entered into other systems.

ExForms changes that. It transforms Excel into a universal data hub where data flows in and flows out. Your workbook becomes the central turning point: data arrives from any source and leaves for any destination—PDF forms, Word documents, HTML templates with conditional rules, PowerPoint presentations, QuickBooks, databases, and more.

How ExForms moves data

Data into Excel

ExForms Data Transfer add-in

Data out of Excel

Power Query
VBA / Macros
ODBC / OLEDB
CSV / Text
REST APIs
Databases

Excel + ExForms Add-in

The data turning table

Map Excel tables, named ranges, and fields once
Send the same workbook data to multiple destinations
Automate document generation and connector workflows
Use the dedicated HTML forms AI assistant to build faster

Documents and forms

HTML Forms with AI-assisted builder
PDF Forms
Word Documents
PowerPoint

Connectors and systems

QuickBooks
Toggl Track
MySQL / SQL and many more

Dynamic HTML Forms support conditional rules for sections, making them the most flexible output for complex workflows.

Map once. Send anywhere. Automate everything.

Key Capabilities

📄 Document Generation

PDF Forms – Fill AcroForms and complex XFA forms (LiveCycle Designer). Map Excel columns to PDF fields, generate thousands of filled forms in minutes.

HTML Forms – Most flexible way to generate dynamic filled forms, in both HTML and PDF formats, with conditional rules adjusting specific sections, HTML AI assistant dedicated to help you build HTML forms in natural language, no HTML skills needed!

Word Documents – Use Content Controls as placeholders. Insert text, tables, and Excel charts as images.

PowerPoint Presentations – Use {{placeholder}} tokens. Automate reports, proposals, and presentations with live Excel data.

🔌 Data Connectors

Push Excel data directly to external systems:

QuickBooks Online – Sync customers, invoices, and items

Toggl Track – Create projects and time entries

Databases – MySQL, PostgreSQL, SQL Server

Build Your Own – ExForms Developer SDK lets you create custom connectors

🔐 Enterprise-Grade Security

Your data protection is our top priority. ExForms uses a Zero Trust Architecture with multiple layers of security:

Template & Data Encryption

AES-256 Encryption – Every uploaded template is encrypted with a unique Data Encryption Key (DEK)

Envelope Encryption – DEKs are wrapped with a Key Encryption Key (KEK) stored in Azure Key Vault HSM

Protection for Accidental Uploads – If you accidentally upload a template containing sensitive test data, it's encrypted at rest

In-Memory Processing – Decrypted data is processed in RAM only, never written to disk

Credential Security (Connectors)

Azure Key Vault Storage – Database passwords, OAuth tokens, and API keys are stored in HSM-backed Azure Key Vault

Runtime Injection – Connectors never store credentials. We inject secrets at runtime and discard after use

Team Sharing – One admin configures a connector; all authorized team members can use it without seeing credentials

Just-In-Time Access – Credentials retrieved fresh for each operation, never cached

Data Lifecycle

Immediate Deletion – Generated files are deleted the moment your download completes

No Data Persistence – Your Excel data is processed and discarded, never stored on our servers

Audit Logging – All credential access is logged and auditable

Infrastructure

TLS 1.2+ Everywhere – All data encrypted in transit

Isolated Docker Containers – Network isolation, no external database exposure

Azure Key Vault – independently certified to SOC 2, ISO 27001, HIPAA, and PCI DSS standards (these certifications are held by Microsoft Azure, not by ExForms)

💳 Plans and pricing

ExForms offers Anonymous, Free, Basic, Pro, and Business options. You can start with no sign-in or a Free account, then upgrade as your needs grow for higher form volume, more users, more data connections, REST API access, and stronger support coverage.

Anonymous and Free are designed for evaluation and lightweight use
Basic and Pro unlock higher production limits, more connectors, team workflows, and advanced automation
Business is for high-volume organizations that need custom scale and commercial terms

For current pricing, limits, and billing details, use the single source of truth: exceltoforms.com/pricing.

Add-on Packs

Free or paid plans can be extended with Add-on Packs. Packs let you grow a specific usage area without changing your whole subscription.

Current add-on pack areas include document-generation capacity, connector slots, connector data transfer, and AI tokens for HTML form design, PDF mapping, and guidance.

Forms Count Packs extend document-generation capacity
Connector Slot Packs add more connector slots
Connector Data Transfer Packs extend connector transfer limits
AI Tokens add-ons add more AI tokens for HTML form design, PDF mapping, and guidance

API access is handled separately from those usage packs. It can come from an eligible plan or from a separate API access add-on entitlement when API access is not already active for the company.

If your current plan already includes API access, that add-on is not offered again. Add as many packs as you need to reach your expected usage levels. View the current pack catalog at exceltoforms.com/add-on-packs.

Getting Started

Install – Get ExForms from Microsoft AppSource

Try Free – Use Anonymous mode (no sign-in) or create a Free account

Upload Templates – Upload your PDF forms, Word documents, or PowerPoint files

Map Fields – Connect template placeholders to Excel Named Ranges or Tables

Generate – Click "Send Data" to create filled documents or sync to connectors

Upgrade – Subscribe to a paid plan for more forms, users, and features

Learn more: Documentation | Pricing | Website

ExForms Data Transfer

por Evaldo Apps SRL