ExForms Documentation
Use Excel as your central data hub. Fill PDF forms, Word documents, and PowerPoint presentations with your spreadsheet data.
Need more capacity in one area? ExForms add-on packs can extend document generation, connector slots, connector data transfer, AI tokens, or API access without requiring a full plan change. They are useful for temporary spikes and for Free-plan accounts that need one specific extra capability.
� Getting Started
New to ExForms? Start here to install and set up the add-in.
📥 Installation Guide
Install the ExForms Data Transfer add-in from Microsoft Store or manually via XML manifest for enterprise deployment.
Get Started →🧭 Navigate the Add-in
See the current header, tabs, document screens, settings, and where each workflow starts.
View Guide →�📖 User Guides
Step-by-step guides for using the ExForms Excel Add-in.
📄 PDF Forms
Upload PDF form templates, map Excel fields, and generate filled forms in batches.
View Guide →📷 Scans & Images
Flat PDFs, scans, and photos of forms (PNG, JPG, TIFF) become fillable — place fields once, fill from Excel, and get images or PDFs back: your choice, per file.
View Guide →📚 Ready-Made Templates
Browse the built-in template library and copy a ready-made set into your own folder to customize.
View Guide →🔀 Conditional Rules
Make a document react to each row — skip it, hide a section, tick a box, set a value or lock a field.
View Guide →📝 Word Documents
Create Word templates with Content Controls and fill them with Excel data, charts, and images.
View Guide →🧩 HTML Forms
Build fully custom HTML templates with the visual editor and AI assistance.
View Guide →📊 PowerPoint
Design presentation templates with placeholders and generate customized decks.
View Guide →🔌 Connectors
Send Excel data to SQL databases, QuickBooks Online, Toggl Track, and other supported connector destinations.
View Guide →🔒 Security & Trust
Learn how we protect your data.
🛡️ Data Protection
Encryption at rest, immediate data deletion, and secure credential storage with Azure Key Vault.
Learn More →⚡ API Reference
Integrate ExForms into your applications with our REST API.
📄 Document Generation API
Generate filled PDF, Word, PowerPoint & HTML documents programmatically without the Excel Add-in.
View Reference →🔐 Authentication
Authenticate every request with your X-API-Key (Pro, Enterprise, or an API-access pack).
📊 Forms & Usage Limits
How generated documents are counted against your monthly plan limit.
View Reference →