Excel-to-Word Document Automation vs. UpMail Comparison Chart

EASA has a unique approach to deploying existing, Excel spreadsheet-based tools as secure, custom web applications. These apps can be deployed within a web portal for use by internal or external staff, including partners, resellers, suppliers or customers as well as subscription based applications (SaaS). Unlike competing solutions, sophisticated spreadsheets with VBA, macros and add-ins can be deployed with EASA. Furthermore, EASA provides full database functionality, approvals and notifications and integration with CRM and ERP systems. Common use-cases include the deployment of spreadsheets used for CPQ (configure price quote), insurance raters, financial analytics, engineering calculations, and many more. Your existing spreadsheet becomes the “engine” for the web app, eliminating any need to extract the logic and reprogram in a separate solution. If your company has made a significant investment into critical spreadsheets, then learn why AIG, Voya, HP and others rely on EASA.

Docmosis is a self-hosted or SaaS template-based document generation solution.  Integrate with custom-built software applications or popular third-party apps using the API. Create templates using MS Word or LibreOffice. Add plain-text placeholders to control: the insertion of text/images/tables; conditionally add/remove any content; perform calculations; loop over repeating data; format data/numbers and much more. Used by customers in Finance, Health, Legal, Education, Government, HR, Insurance, Logistics, and Manufacturing to generate customized letters invoices, proposals, contracts, statements, reports and more. Integrate with: Custom software built using Java, C#, Python, PHP, Ruby and more via a REST API; Low-code and no-code platforms like Appian, Bubble, Mendix, Outsystems; Third-party form builders or apps that can perform a webhook such as FormAssembly or Salesforce.

PBRS is a powerful and versatile tool that enhances the scheduling, automation, and distribution capabilities of Power BI reports. It allows you to schedule Power BI reports to run at specific dates and times, or set up recurring schedules based on your business needs. You can also configure event-based triggers that run reports based on specific events or conditions, such as database changes, file updates, email notifications, or port activity. You can also customize the distribution of reports by specifying different filters, formats (such as Excel, PDF, or CSV), destinations (such as email, SharePoint, or network folders), and recipients for each scheduled report. This flexibility enables you to tailor the delivery of reports to meet your specific needs. PBRS operates as a Windows service, which means it can run in the background without requiring any user interaction, ensuring your reports are always generated and delivered on time.

Odoo is a fully integrated, customizable, open-source software packed with hundreds of expertly designed business applications. Odoo’s intuitive database is able to meet a majority of business needs, such as: CRM, Sales, Project, Manufacturing, Inventory, and Accounting, just to name a few. Odoo is an all-in-one software solution designed to meet the needs of companies, regardless of their size (or budget). The unbeatable, seamless nature of Odoo helps businesses become more efficient by reducing redundant manual processes, which helps companies save countless hours of labor. Every module is interconnected to provide a fully-integrated experience from app to app, and users can automate many processes that would’ve otherwise required manual inputs into multiple applications. Odoo keeps all business functions in one place, allowing teams to collaborate with other departments from one unified platform in the most efficient way possible.

Easily generate PDF documents like invoices, letters, contracts, agreements, certificates and more with our API and web app. Prepare your Word template with tags where you want to have dynamic text. Then provide the data as JSON or in an Excel file. For each data item, a document will be generated from the template by replacing the tags with the actual data. The advanced customization options can help your business generate PDF documents for any use case with minimal effort. After uploading the template, the merge tags are automatically detected based on the template content. Create personalized experiences for your business using our REST API. Generate in bulk thousands of PDF documents like invoices, letters, contracts, agreements, certificates, and more. Simply call the generate document API endpoint with your data and in a few seconds a document will be generated from the specified template, ready for use in your own application or workflow.

MobiPDF (formerly PDF Extra) is an intuitive and powerful PDF editor and reader designed for today’s modern user - the cost-efficient alternative to Adobe Acrobat Pro you’ve been looking for. FEATURES OVERVIEW: PDF Viewer and Reader: Switch between page views or use "Read Mode" for distraction-free reading. Create and Edit PDFs: Modify text and images or start with a blank PDF. Convert to Office Formats: Easily turn PDFs into Word, Excel, PowerPoint, and image files. Leverage OCR: Transform scanned documents into searchable PDFs. Organize PDFs: Combine, split, reorder, and compress documents. Markup and Comment: Highlight, annotate, and add bookmarks or stamps. Fill PDFs: Seamlessly fill forms or create ones from scratch. Sign PDFs: Sign your documents anywhere—no ink required! Secure Your Work: Protect files with passwords, digital signatures, and 256-bit encryption. Offline Mode: Full functionality without internet access. Translate PDFs

HubSpot brings your marketing, sales, and service teams together on the same AI-powered customer platform. HubSpot's Customer Platform is not just a tool; it's the heartbeat of your business. Designed with passion and precision, our CRM stands out as the ultimate solution for empowering your team to build deeper customer relationships. It transforms the way you engage with your clients by offering a seamlessly integrated, all-in-one platform for sales, marketing, and customer service. With HubSpot's CRM, you gain unparalleled insights into your customer interactions, all organized in an intuitive, easy-to-navigate dashboard that promises to skyrocket your team's efficiency. Our platform is engineered to grow with you, offering scalable solutions that adapt to your evolving business needs. What's more, HubSpot's Customer Platform includes a robust free version, packed with essential features, making it the perfect choice for ambitious businesses of all sizes.

Develop the automations that work for you. With ThinkAutomation, you get an open-ended studio to build any and every automated workflow you could ever need. All without volume limitations, and all without paying per process, license or ‘robot’.

Keep an eye on hours wherever work happens — all with the tap of a button! It's easy with Hubstaff, a time-tracking and workforce management platform that automates almost every aspect of running or growing a business. Teams can track time to projects and to-dos using Hubstaff's desktop, web, or mobile applications. You'll be able to see how much time your team spends on different tasks, plus productivity metrics like activity rates and app usage through Hubstaff's online dashboard. Most of the available features are customizable on a per-user basis, so you can create the team management tool you need. With Hubstaff, you'll get a clear picture of your team's performance based on actual data instead of guesses and rough estimates!

Guru is an Enterprise AI search and AI-powered knowledge platform that provides instant, trusted information from your company's scattered docs, apps, and chats when you need it without context switching. Guru's AI understands who you are and what's important to you. Forget about manually clicking around apps or asking people for answers. Even better, Guru's AI can turn those answers into an AI-powered knowledge platform to replace your legacy knowledge base/wiki and intranet too. Guru natively integrates with Slack, Google, Microsoft Sharepoint, OneDrive, and Teams, Salesforce, Zendesk, Atlassian Confluence, Atlassian Jira, Dropbox, Box, Google Drive, Asana, HubSpot, ClickUp, GitHub, GitLab, Intercom, ServiceNow, Linear, Front, and many many more SaaS apps, documents, #channels. Guru ensures you never have to leave the app you're in to get the answer you need