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What is Excel-to-Word Document Automation?

The Excel-to-Word Document Automation Add-in enhances the efficiency of transferring content from Excel to Word and PowerPoint, facilitating seamless integration of diverse elements like text, lists, tables, images, and charts. It allows users to establish connections to this "dynamic" content for easy updates. This functionality supports both the modification of current documents and the creation of new ones, drawing data from any Excel workbook, whether freshly created or in active use. It proves especially beneficial for producing regular reports and customized documents that need ongoing revisions. In addition, users can leverage their workbooks and documents as templates, as any Word or PowerPoint file connected to the workbook via the core add-in can act as a template. The add-in streamlines the processes of linking, testing, uploading, and managing document templates alongside associated Excel resources, which ensures smooth document management and content updates across different platforms. Not only does this automation tool enhance productivity by minimizing manual effort and errors in document creation, but it also provides users with the flexibility to quickly adapt their materials as needed, further optimizing their workflow.

What is DocLink?

DocLink transforms the way you handle manual tasks by streamlining and automating transactions across multiple departments, not limited to accounts payable. This advanced document management and process automation platform supports a versatile workforce, whether they are present in the office or working remotely, by facilitating a transition to a paperless and touchless operational environment. By utilizing automated workflows, DocLink empowers businesses to manage their data more effectively, significantly improving the handling of crucial document processes. With DocLink, organizations can undergo a digital transformation that enhances visibility and boosts productivity in various areas including accounts payable, accounts receivable, human resources, sales order processing, and legal departments. This cutting-edge solution not only provides exceptional visibility for managing documents, data, and processes but also ensures that you maintain control over your document lifecycle from any location. Among the myriad benefits, enhanced communication with clients, vendors, and employees stands out as a significant advantage. Let us partner with you to oversee your document lifecycle from beginning to end using DocLink, fostering smoother operations throughout your organization while paving the way for future innovations. With such capabilities, your organization will be better equipped to adapt to the evolving business landscape.

Media

Media

Integrations Supported

AXIO Advanced Projects
Acumatica Cloud ERP
Binary Stream Subscription Billing Suite
Epicor Kinetic
Epicor Prophet 21
Key2Act
Microsoft Dynamics 365
Microsoft Excel
Microsoft PowerPoint
Microsoft Word
SAP Business One
SAP ERP
Sage 100

Integrations Supported

AXIO Advanced Projects
Acumatica Cloud ERP
Binary Stream Subscription Billing Suite
Epicor Kinetic
Epicor Prophet 21
Key2Act
Microsoft Dynamics 365
Microsoft Excel
Microsoft PowerPoint
Microsoft Word
SAP Business One
SAP ERP
Sage 100

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

AnalysisPlace

Date Founded

2010

Company Location

United States

Company Website

Analysisplace.com

Company Facts

Organization Name

Altec

Date Founded

1985

Company Location

United States

Company Website

www.altec-inc.com/products/doclink/

Categories and Features

CPQ

2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Reporting

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Categories and Features

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

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