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  • Merge SharePoint list data into MS Word documents
  • Generate quotes, proposals and project reports from list data
  • Generate batches of client letters at the touch of a button
  • Create customer specific emails with generated documents
  • Save data entry time in sales, project management and HR
  • Set up once and distribute run time to users 
  • Easy to set up and use. Designed for business users
  • Supports SharePoint on Office 365 and On-premise

SP DataDoc brings Microsoft SharePoint and Microsoft Word together to provide a powerful data driven document generation tool. Now you can use Microsoft Word and SharePoint together like never before. SharePoint DataDoc makes it easy to work with SharePoint list data from within MS Word. Query your data on SharePoint with the custom query builder and input it directly into your active document. Merge tables of data from SharePoint directly to your active MS Word document. Save documents with SharePoint DataDoc bookmarks and then re-use them to make your document processing a breeze. Utilize the batch functionality to automate the generation of your documents from your SharePoint data and save yourself a lot of time and money.

SharePoint DataDoc uses Windows SharePoint Services to return the data you need from your SharePoint Online or server at top speed. By specifying named data sets you can add field identification bookmarks to your active document. SharePoint DataDoc then uses these identification bookmarks to position the data that is returned by the user into the active document at the correct location. You can add the SharePoint DataDoc bookmarks over existing text in your current documents to turn them into live data documents; all your text formatting such as font, size and style will be preserved when the data is added to the bookmarks.

It is incredibly quick and easy to set up and requires no input from an administrator, just the user login details you already have for logging onto your server in a browser. You can start adding live SharePoint data to your MS Word documents within minutes.

SP DataDoc – Save time and money across all departments

With SP DataDoc, increase productivity across your entire organization. Here a few examples:

  • Sales – email proposals, quotes and personalized letters to prospects 
  • Customer Service – generate customer bulletins filtered for specific customers based on queries
  • Project Management and Services – generate project status reports specific to customers and management
  • Human Resources – generate policies and distribute new employee documents

SP DataDoc is an add-in to SP Business Suite and has been used with our applications for the examples above and many more uses.  It is a powerful tool that is a must-have for your business productivity arsenal.

Supported Platforms
SharePoint 2010
SharePoint 2013
SharePoint 2016
SharePoint Online
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Benefit #1

Batch Generate Documents based on your SharePoint data

Benefit #2

Batch Generate emails based on SharePoint data

Benefit #3

Create custom documents using SP data quickly, sourcing the SP data directly into MS Word.

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