--- description: Review of DynamicDocs Excel to PDF Add-in Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: DynamicDocs Excel to PDF Add-in | Reviews, Pricing & Demos - SoftwareAdvice GB --- Breadcrumb: [Home](/) > [Reporting Tools](/directory/4284/reporting-tools/software) > [DynamicDocs Excel to PDF Add-in](/software/536546/DynamicDocs-Excel-to-PDF-Add-in) # DynamicDocs Excel to PDF Add-in Canonical: https://www.softwareadvice.co.uk/software/536546/DynamicDocs-Excel-to-PDF-Add-in Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.uk/software/536546/DynamicDocs-Excel-to-PDF-Add-in?page=2) > DynamicDocs Excel to PDF Add-in is a tool designed to convert MS Excel data into PDF documents. It allows users to create professional-quality reports directly within the MS Excel environment. The add-in supports features such as dynamic charts, tables, and logical structures, including if-statements and for-loops. Generated PDFs are automatically saved to a designated folder on the computer. The add-in includes access to an online template library with pre-designed options and supports custom templates created using LaTeX for advanced customization. It enables users to generate multiple PDFs simultaneously through asynchronous calls. Users can also use DynamicDocs Excel to PDF Add-in to create JSON payloads from spreadsheet data to streamline the document creation process. The interface is designed to be user-friendly for basic tasks while offering advanced functionality for more complex operations. > > Verdict: Rated **5.0/5** by 10 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **5.0/5** | 10 Reviews | | Ease of Use | 4.7/5 | Based on overall reviews | | Customer Support | 5.0/5 | Based on overall reviews | | Value for Money | 4.7/5 | Based on overall reviews | | Features | 4.8/5 | Based on overall reviews | | Recommendation percentage | 100% | (10/10 Likelihood to recommend) | ## About the vendor - **Company**: Advicement Investment Services ## Commercial Context - **Starting Price**: US$500.00 - **Pricing model**: Flat Rate (Free version available) - **Pricing Details**: Under the Bespoke Pricing Plan, our team works closely with you to capture your PDF reporting requirements and business objectives. We design and develop the required PDF templates and Excel spreadsheets in line with your branding guidelines and reporting standards. Each implementation includes rigorous testing to ensure accuracy, consistency, and reliability before deployment. The plan also includes dedicated support to assist with onboarding, refinements, and ongoing production, ensuring a smooth and dependable reporting workflow. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Windows (Desktop) - **Supported Languages**: English - **Available Countries**: Australia, Canada, France, Germany, India, Ireland, Italy, Mexico, Netherlands, New Zealand, Philippines, Singapore, South Africa, United Arab Emirates, United Kingdom, United States ## Features - API - Ad hoc Reporting - Customisable Branding - Customisable Reports - Customisable Templates - Customizable Fields - Data Extraction - Data Visualisation - Document Automation - Document Management - Document Templates - Financial Analysis - Financial Reporting - For Financial Institutions - Functions/Calculations - Performance Metrics - Real-Time Reporting - Reporting/Analytics - Template Management - Templates ## Integrations (2 total) - DynamicDocs API - Microsoft Excel ## Support Options - Email/Help Desk - FAQs/Forum ## Category - [Reporting Tools](https://www.softwareadvice.co.uk/directory/4284/reporting-tools/software) ## Related Categories - [Reporting Tools](https://www.softwareadvice.co.uk/directory/4284/reporting-tools/software) - [Spreadsheet Software](https://www.softwareadvice.co.uk/directory/4331/spreadsheet/software) - [Document Generation Software](https://www.softwareadvice.co.uk/directory/4300/document-generation/software) - [Investment Management Software](https://www.softwareadvice.co.uk/directory/4566/investment-management/software) - [Financial Services Software](https://www.softwareadvice.co.uk/directory/4356/financial-services/software) ## Reviews ### "Value for Money" — 5.0/5 > **Lisa** | *13 February 2026* | Hospitality | Recommendation rating: 10.0/10 > > **Pros**: As a small hospitality business owner, DynamicDocs Excel Add-in has been a game-changer for invoicing and monthly statements. The Excel Add-in is simple to use and produces clean, professional PDFs that look consistent every time. I like that I can update figures in Excel and regenerate an invoice or statement in seconds without fiddling with formatting. > > **Cons**: The initial setup of a custom template took a bit of guidance to get exactly right, and I would love a few more ready-made invoice/statement templates tailored for small businesses. Once everything is set up, though, it runs smoothly. > > DynamicDocs has streamlined our billing process and helped us get invoices and statements out faster, with fewer errors and a more professional look. We’ve reduced manual work significantly, improved consistency in what clients receive, and made it easier to resend or update documents instantly when something changes. Overall, it’s saved time and reduced admin pressure. ----- ### "Increased effeciency and Great support" — 5.0/5 > **Kenosi** | *3 February 2026* | Financial Services | Recommendation rating: 10.0/10 > > **Pros**: The functionality is reliable and easy to use, and it integrates well with our existing processes. It has helped improve efficiency by streamlining our document conversion process. It also offers good cost value relative to the benefits it provides. The ability to feed data in real time is a major advantage, as it allows us to quickly generate and update factsheets instantly when information changes. > > **Cons**: Possibly on our side we could explore ways to further integrate our data feeds directly into the tool. However, at this stage, there is nothing significant to highlight. > > Overall, our experience has been very positive. The add-in is user-friendly, and the support provided is excellent, particularly when we need assistance with new requirements or changes. ----- ### "Happy with the service" — 5.0/5 > **Glenda** | *22 January 2026* | Financial Services | Recommendation rating: 8.0/10 > > **Pros**: Easy to work with. what I love mostly about is the fact that you can choose what you want to generate at that time or generate everything at once. > > **Cons**: At times the docs don't come out. Not able to change headings. It will be better if you can change headings and spaces. > > What i love most about this is the support we get from the team. They are very helpful at all the time ----- ### "Operations Manager" — 5.0/5 > **Thabo** | *13 February 2026* | Investment Management | Recommendation rating: 9.0/10 > > **Pros**: The system empowers users to generate client documents efficiently using Excel-based data, delivering a highly time-effective and value-for-money solution. It is easy to update, amend, and manage, allowing for seamless ongoing maintenance. This capability has enabled us to automate our fund factsheet process across 50 clients and produce approximately 120 fund factsheets in under an hour, representing a significant improvement in productivity and operational efficiency. > > **Cons**: The system empowers users to generate client documents efficiently using Excel-based data, delivering a highly time-effective and value-for-money solution. It is easy to update, amend, and manage, allowing for seamless ongoing maintenance. The system is a great tool for my process and i have no adverse or improvements to suggest since i helped me to automate and empower me and team thus far. We are from the old way of doing things manually and this system really empowered and opened our eyes to the new world of automation. ----- ### "Great add on for excel\!" — 5.0/5 > **Wariner** | *16 February 2026* | Financial Services | Recommendation rating: 10.0/10 > > **Pros**: DynamicDocs makes it easy to generate professional PDFs directly from Excel with consistent formatting every time. The output quality is excellent, and it handles charts, tables, and layout requirements with ease. > > **Cons**: There is a learning curve when setting up templates as they are written in LaTeX, however the ADVICEment team handles their creation and maintenance. Once it’s set up properly it runs smoothly, but initial template creation can take some time. > > DynamicDocs has materially improved the speed and reliability of our monthly reporting cycle. It reduces manual formatting, helps maintain brand consistency, and allows us to produce updates with new data. The support team is responsive and practical. Overall it has improved our reporting. ----- Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.uk/software/536546/DynamicDocs-Excel-to-PDF-Add-in?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.uk/software/536546/DynamicDocs-Excel-to-PDF-Add-in) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data