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Applications
- Word
- Excel
- PowerPoint
- Acrobat
- Word
- Excel
- PowerPoint
- Acrobat
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Add-In
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Advanced
As an Office add-in, the system assists in all operations in the context of where you are in the document.
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Basic
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Basic
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Basic
Just basic copy & paste from web app
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Advanced
As an Office add-in, the system assists in all operations in the context of where you are in the document.
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Drag & Drop Doclets
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Advanced
- Any fully formatted content from an Office document
- Linked documents that auto-update
- Does display content in template
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Basic
- Does not display in the template
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Basic
- Any fully formatted content from an Office document
- Copied from repository to template - no update functionality
- Does display content in template
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Query Wizards
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Advanced
Wizards for SQL (select & stored procedure), Xpath, JSON, OData, & Salesforce. Fast & easy for both business users & developers with a brilliant innovative design
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Basic
Very basic complex wizard
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Multiple Datasources
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- Multiple datasources supported
- Processed simultaneously
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Yes, but it isn't specified if it can process data from different sources simultaneously.
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- Multiple datasources supported
- Processed simultaneously
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- Multiple datasources supported
- Processed simultaneously
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- Multiple datasources supported
- Processed simultaneously
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No, it is MS Dynamics only
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Tag Start & End Locations
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Tags can start and end anywhere - no limitations
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Tags come with certain limitations.
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Tags can start and end anywhere - no limitations
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Tags can start and end anywhere - no limitations
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Tags can start and end anywhere - no limitations
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Tags can start and end anywhere you can surround with a content control
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Imported Templates
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Advanced
Imported templates are live (tags processed)
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Yes, it lets you add up to 10 pre-existing templates in a Solution (record)
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Advanced
Imported templates are live (tags processed)
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Advanced
Imported templates are live (tags processed)
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Basic
Imported templates are static (tags are not processed)
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Basic
Static documents only
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Advanced
Imported templates are live (tags processed)
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Functions (Macros) Included & Custom
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Advanced
- Support for custom functions - handled the same as the standard functions
- Support for custom functions - handled the same as the standard functions
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Basic
- ~ 50 standard functions
- No support for custom functions
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Basic
- ~ 50 standard functions
- Inline scripts supported
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Basic
- ~ 50 standard functions
- Inline scripts supported
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Advanced
- Support for custom functions - handled the same as the standard functions
- Support for custom functions - handled the same as the standard functions
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Access Providers
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- Standard support for Windows credentials
- Standard support for BASIC, Digest, & Negotiate
- Support custom access providers
- Access providers used for reading datasources, import tag URLs and OData connection
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Document Locking
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Fully supported
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Validation, Error & Warning Handling
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- Validate template
- List errors & warnings on test generation
- Runtime error handling setting at the document and tag level
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List errors & warnings on test generation
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Process Embedded Office Objects
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- Embedded DOCX, XLSX, & PPTX objects are processed (tags handled)
- Embedded object (all types) are displayed in output
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Can't have embedded objects
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- Embedded DOCX, XLSX, & PPTX objects are processed (tags handled)
- Embedded object (all types) are displayed in output
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Can't have embedded objects
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- Embedded DOCX, XLSX, & PPTX objects are processed (tags handled)
- Embedded object (all types) are displayed in output
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Word Form Fields
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Fully supported
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Fully supported
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Fully supported
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Fully supported
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Excel References & Pivot Tables
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- XLSX references adjusted in output
- XLSX pivot tables adjusted in XLSX output
- XLSX cells re-calculated for non XLSX output
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N/A - does not support XLSX templates
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N/A - does not support XLSX templates
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N/A - does not support XLSX templates
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Fully supported
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N/A - does not support XLSX templates
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Yes
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N/A - does not support XLSX templates
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Hide/Show Control Tags
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Basic
Yes - Word only
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Programming Languages
- RESTful Server
- Java library (JAR files)
- .NET library (DLL files)
- SOQL (Salesforce Object Query Language)
- RESTful Server
- Java library (JAR files)
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Supported Datasources
- Salesforce
- JSON
- OData
- SQL
- XML
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Output Formats
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Advanced
Pretty much everything including direct to a printer
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Basic
PDF, Word, Excel
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Basic
DOCX, HTML, PDF, & RTF
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Advanced
Pretty much everything including direct to a printer
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Basic
DOCX, PDF, PPTX, & XLSX
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Advanced
Pretty much everything including direct to a printer
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Parameters
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All standared data types
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Everything is a string, but it auto-converts as needed
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All standared data types
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Conditional Formatting
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Similar to Excel capabilities
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No (limited only to IF statements that MS Word supports)
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Similar to Excel capabilities
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Similar to Excel capabilities
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Similar to Excel capabilities
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Auto-hyphenation
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Default is to hyphenate if turned on in the template but can be forced on/off
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No (One can download the output, save it to CRM, send it for eSignature, email, and post to Chatter)
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Default is to hyphenate if turned on in the template but can be forced on/off
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Default is to hyphenate if turned on in the template but can be forced on/off
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Tag Tree
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Yes, with full query for each tag and go to the tag in the template
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Yes, with full query for each tag and go to the tag in the template
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Data Count
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Yes, both number of rows and time to query
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Generate Code
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Debuggers
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- Template debugger
- Datasource connection debugger
- Query debugger