--- description: Discover the benefits and disadvantages of DynamicDocs Excel to PDF Add-in. Learn the software price, see the description, and read the most helpful reviews for UK business users. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: DynamicDocs Excel to PDF Add-in Pricing, Cost & Reviews - Capterra UK 2026 --- Breadcrumb: [Home](/) > [Reporting Tools](/directory/30053/reporting/software) > [DynamicDocs Excel to PDF Add-in](/software/1084369/DynamicDocs-Excel-to-PDF-Add-in) # DynamicDocs Excel to PDF Add-in Canonical: https://www.capterra.co.uk/software/1084369/DynamicDocs-Excel-to-PDF-Add-in Page: 1 / 2\ Next: [Next page](https://www.capterra.co.uk/software/1084369/DynamicDocs-Excel-to-PDF-Add-in?page=2) > DynamicDocs Excel to PDF Add-in is a conversion tool that transforms Excel data into professional PDF documents with minimal steps. > > Verdict: Rated **5.0/5** by 10 users. Top-rated for **Likelihood to recommend**. ----- ## Overview ### Who Uses DynamicDocs Excel to PDF Add-in? DynamicDocs Excel to PDF Add-in is used by investment firms, financial advisors, marketing departments, e-commerce businesses, and report creators. ## 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 - Data Visualisation - Financial Analysis - For Financial Institutions - Performance Metrics - Real-Time Reporting - Reporting/Analytics - Templates ## Integrations (2 total) - DynamicDocs API - Microsoft Excel ## Support Options - Email/Help Desk - FAQs/Forum ## Category - [Reporting Tools](https://www.capterra.co.uk/directory/30053/reporting/software) ## Related Categories - [Reporting Tools](https://www.capterra.co.uk/directory/30053/reporting/software) - [Document Generation Software](https://www.capterra.co.uk/directory/31576/document-generation/software) - [Spreadsheet Software](https://www.capterra.co.uk/directory/31061/spreadsheet/software) - [Investment Management Software](https://www.capterra.co.uk/directory/20010/investment-management/software) - [Financial Services Software](https://www.capterra.co.uk/directory/31123/financial-services/software) ## Alternatives 1. 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It saved us a lot of time. > > **Cons**: Would be helpful to have more out-of-the-box templates for additional document types. However their team did help me when I reached out. > > DynamicDocs Excel Add-in has streamlined our PDF document workflow. We can generate clean, brand-consistent PDFs straight from Excel. It saves time, reduces manual errors, and improves the consistency and quality of client-ready documents. They also offer great support in case of template changes. ----- ### "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. ----- ### "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. ----- ### "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 ----- ### "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. ----- Page: 1 / 2\ Next: [Next page](https://www.capterra.co.uk/software/1084369/DynamicDocs-Excel-to-PDF-Add-in?page=2) ## Links - [View on Capterra](https://www.capterra.co.uk/software/1084369/DynamicDocs-Excel-to-PDF-Add-in) ## This page is available in the following languages | Locale | URL | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | ----- ## Structured Data