Connector for Microsoft Excel

Generate Engaging, Brand-approved, and Regulatory-compliant Sets of Documents and Forms with a Single Click

Products  >  Connector for Microsoft Excel

The Xpertdoc Connector for Microsoft Excel allows for the direct mapping, connection and execution of an Xpertdoc template from Excel resulting in documents that can be indexed, stored, and retrieved for modification or renewal.

With a single click from Excel, your client facing teams can generate engaging, brand-approved, and regulatory-compliant sets of documents and forms that will deliver a compelling product to your clients.