Excel-to-Word Document Automation

This powerful add-in merges Excel content into any Word or PowerPoint document using reliable links. Eliminate manual updates, reduce errors, and boost productivity. Automate proposals, reports, valuations, and more—no coding required.

Key Benefits

• Boost productivity - eliminate repeated copy/paste.
• Use reliable, flexible links - rename, copy, and share files; reorganize content.
• Microsoft 365 Certified – independently reviewed for security and compliance.
• Free to try – free version with no registration; signing in unlocks more usage.

Common Use Cases

• Sales & marketing – proposals, quotes, presentations
• Business reporting – financial documents, real estate valuations, analytical reports
• Technical documentation – engineering reports, assessments, complex contracts
• Data-intensive updates – mail merges, datasheets, dashboards, infographics

How it Works

Initially, you "Link" your Word or PowerPoint document to your Excel workbook once, then you can Update the document many times.

Link Content Once:

1. In Excel, name source items (cells, ranges, tables, shapes, and charts).
2. Then link (associate) those source content items to destination (Word or PowerPoint) content using the add-in.

Update Many Times:

1. "Submit" content from Excel. This saves the content to storage (usually browser storage on your device). No one else can access your content.
2. Then "Update" content in Word or PowerPoint. "Update" imports/loads the Excel-submitted content from your storage and updates the content.

The add-in can update many items (text, tables, images) in one update in seconds.

Key Features

• Formatting flexibility – easily control how your Excel content appears in Word and PowerPoint. Supports source or destination formatting, conditional formatting, HTML formatting, images, and more.
• Powerful table updating capabilities – great for financial reporting.
• Conditional Content – control what content is included in your reports based on Excel logic.
• Personal Templates – quickly create documents from your templates for frequently-updated documents. Any linked document can be a template.
• Business Templates (Document Generation) - Allows users to create and update documents from administrator-approved templates. Helps to ensure your team is using on-brand, approved, and up-to-date templates.
• Flexible update options – update multiple documents from one workbook; update one document from multiple workbooks; update copies; update partial documents.
• Excel-to-Excel updates - update destination workbooks from source workbooks
• Supports document sharing – multiple users can collaborate on the same documents. Supports change tracking.
• Highly scalable - Ideal for individuals and large organizations; simple and complex, large-scale documents

Thousands of professionals and businesses rely on this highly rated add-in to streamline data-intensive documentation. It is free and quite easy to try.

Flexible Subscription Options

Individual users

• Free limited usage for individual users. Usage limits increase with sign in.
• Three individual subscription tiers based on usage volume (Standard, Pro, Elite)

Business subscriptions

• Fixed per-user plans
• Pay-as-you-go, based on total usage across your organization.

Business subscriptions include advanced features for deploying and managing Excel-based tools across teams—such as one-click document generation, version control, and usage analytics.

Business subscriptions also include a document generation API for developers. The add-in makes it easy to manage templates and to configure and test the API.

The add-in requires Microsoft Office 365 or Office 2019+. Works with Office for Windows and Office for Mac.