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About

The Excel-to-Word Document Automation Add-in automates updating of Excel-based content into Word and PowerPoint documents. Updatable content includes text, lists, tables, images, and charts. It also makes it easy to link/map the “dynamic” content to be updated. Update any new or existing Word or PowerPoint document with content from any new or existing Excel workbook. Update recurring reports and documents that need to be customized/personalized multiple times. Use your workbooks and your documents as templates -- any Word or PowerPoint document "linked" to the workbook using the core add-in can be used as a template The add-in makes it easy to link, test, upload, and manage document templates and associated Excel-based tools.

About

Cut your Salesforce work in half. Take it for a spin, it’s free and you’ll be up and running in seconds. Interact with your pipeline in a snappy spreadsheet with instant two-way editing, filters, groups, notes, etc. Mouse slowing you down? Get your gamification on and learn our myriad of keyboard shortcuts to find and update what you need in a fraction of the time. Customize and keep tabs on your most important metrics on your Hero home screen. We’ll also let you know how much time you’re saving. We will never see your CRM data. Hero works client-side (on your device only), so it’s just your computer communicating directly with Salesforce. You know the rules, shouldn’t your software? Set up Hero to make automatic updates based on your own custom triggers. Stop updating one record at a time. Filter, check, and bulk update with just a few clicks. Collaborate in real-time with other users, even if they don’t have a Salesforce account.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies looking for a Document Management system

Audience

Sales reps that use Salesforce and want to drastically reduce time spent updating records and other tasks

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

AnalysisPlace
Founded: 2010
United States
Analysisplace.com

Company Information

Hero.app
Founded: 2020
United States
hero.app

Alternatives

think-cell

think-cell

think-cell Sales

Alternatives

Pine BI

Pine BI

Pinexl
SpamHero

SpamHero

iSparks

Categories

Categories

Sales Enablement Features

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

CPQ Features

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

Document Management Features

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 Features

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

Integrations

Microsoft Excel
Microsoft PowerPoint
Microsoft Word
Plecto
Salesforce

Integrations

Microsoft Excel
Microsoft PowerPoint
Microsoft Word
Plecto
Salesforce
Claim Excel-to-Word Document Automation and update features and information
Claim Excel-to-Word Document Automation and update features and information
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Claim Hero.app and update features and information