

Applications

Word

Excel

PowerPoint

Acrobat

Word

Excel

PowerPoint

Acrobat

Word

Excel

PowerPoint

Acrobat

Ecrion Editor

Word

Excel

PowerPoint

Acrobat

Word

Excel

PowerPoint

Acrobat

Word

Excel

PowerPoint

Acrobat

PandaDoc editor

Word

Excel

PowerPoint

Acrobat

Word

Excel

PowerPoint

Acrobat

Word

Excel

PowerPoint

Acrobat


Add-In

Advanced
As an Office add-in, the system assists in all operations in the context of where you are in the document.

No

No

Basic

Basic

Basic
Just basic copy & paste from web app

No

No

Advanced
As an Office add-in, the system assists in all operations in the context of where you are in the document.


Code Behind

No code behind

Requires knowledge of SOQL (Salesforce Object Query Language) statements

Requires code behind

Requires mapping fields

Requires mapping fields

No code behind

No code behind

-

No code behind


Drag & Drop Doclets

Advanced
- Any fully formatted content from an Office document
- Linked documents that auto-update
- Does display content in template

Yes

No

Basic
- Does not display in the template

No

No

No

No

Basic
- Any fully formatted content from an Office document
- Copied from repository to template - no update functionality
- Does display content in template


Query Wizards

Advanced
Wizards for SQL (select & stored procedure), Xpath, JSON, OData, & Salesforce. Fast & easy for both business users & developers with a brilliant innovative design

No

No

No

Basic
Very basic complex wizard

No

No

No

No


Multiple Datasources

- Multiple datasources supported
- Processed simultaneously

Yes, but it isn't specified if it can process data from different sources simultaneously.

- Multiple datasources supported
- Processed simultaneously

- Multiple datasources supported
- Processed simultaneously

- Multiple datasources supported
- Processed simultaneously

No

No

Yes

No, it is MS Dynamics only


Tag Start & End Locations

Tags can start and end anywhere - no limitations

Tags come with certain limitations.

Tags can start and end anywhere - no limitations

Tags can start and end anywhere - no limitations

Tags can start and end anywhere - no limitations

Limited to 4 locations

Limited to table row

No

Tags can start and end anywhere you can surround with a content control


Imported Templates

Advanced
Imported templates are live (tags processed)

Yes, it lets you add up to 10 pre-existing templates in a Solution (record)

Advanced
Imported templates are live (tags processed)

Advanced
Imported templates are live (tags processed)

Basic
Imported templates are static (tags are not processed)

Basic
Static documents only

No

Yes

Advanced
Imported templates are live (tags processed)


Functions (Macros) Included & Custom

Advanced
- Support for custom functions - handled the same as the standard functions
- Support for custom functions - handled the same as the standard functions

No

Basic
- ~ 50 standard functions
- No support for custom functions

Basic
- ~ 50 standard functions
- Inline scripts supported

Basic
- ~ 50 standard functions
- Inline scripts supported

No

No

No

Advanced
- Support for custom functions - handled the same as the standard functions
- Support for custom functions - handled the same as the standard functions


Access Providers

- 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

No

No

No

No

No

No

No


Document Locking

Fully supported

No

No

No

No

No

Yes


Validation, Error & Warning Handling

- Validate template
- List errors & warnings on test generation
- Runtime error handling setting at the document and tag level

No

List errors & warnings on test generation

No

No

No

No

No

No


Process Embedded Office Objects

- Embedded DOCX, XLSX, & PPTX objects are processed (tags handled)
- Embedded object (all types) are displayed in output

No

No

Can't have embedded objects

No

- Embedded DOCX, XLSX, & PPTX objects are processed (tags handled)
- Embedded object (all types) are displayed in output

Can't have embedded objects

Yes

- Embedded DOCX, XLSX, & PPTX objects are processed (tags handled)
- Embedded object (all types) are displayed in output


Word Form Fields

Fully supported

No

Fully supported

Can't have form fields

No

Fully supported

Can't have form fields

No

Fully supported


Excel References & Pivot Tables

- XLSX references adjusted in output
- XLSX pivot tables adjusted in XLSX output
- XLSX cells re-calculated for non XLSX output
N/A
N/A - does not support XLSX templates
N/A
N/A - does not support XLSX templates
N/A
N/A - does not support XLSX templates

Fully supported
N/A
N/A - does not support XLSX templates

Yes
N/A
N/A - does not support XLSX templates


Hide/Show Control Tags

Basic
Yes - Word only

No

No

No

No

No

No

No

No


Programming Languages

RESTful Server

Java library (JAR files)

.NET library (DLL files)

SOQL (Salesforce Object Query Language)

RESTful Server

Java library (JAR files)

.NET library (DLL files)

RESTful Server

Java library (JAR files)

.NET library (DLL files)

RESTful Server

Java library (JAR files)

.NET library (DLL files)

RESTful Server

Java library (JAR files)

.NET library (DLL files)


Supported Datasources

Salesforce

MS Dynamics

JSON

OData

SQL

XML

Salesforce

MS Dynamics

JSON

OData

SQL

XML

Salesforce

MS Dynamics

JSON

OData

SQL

XML

Salesforce

MS Dynamics

JSON (indirectly)

OData (indirectly)

SQL (indirectly)

XML

Salesforce

MS Dynamics

JSON

OData

SQL

XML

Salesforce

MS Dynamics

JSON

OData

SQL

XML

Salesforce

MS Dynamics

JSON

OData

SQL

XML

Salesforce (soon)

MS Dynamics

JSON

OData

SQL

XML


Output Formats

Advanced
Pretty much everything including direct to a printer

Basic
PDF, Word, Excel

Basic
DOCX, HTML, PDF, & RTF

Advanced
Pretty much everything including direct to a printer

DOCX & PDF only

Basic
DOCX, PDF, PPTX, & XLSX

PDF only

DOCX, XLSX, PPTX only

Advanced
Pretty much everything including direct to a printer


Parameters

All standared data types

Yes

Everything is a string, but it auto-converts as needed

Yes

Yes

Yes

Yes

All standared data types


Conditional Formatting

Similar to Excel capabilities

No (limited only to IF statements that MS Word supports)

Similar to Excel capabilities

Similar to Excel capabilities

No

No

No

Yes

Similar to Excel capabilities


Auto-hyphenation

Default is to hyphenate if turned on in the template but can be forced on/off

No (One can download the output, save it to CRM, send it for eSignature, email, and post to Chatter)

Default is to hyphenate if turned on in the template but can be forced on/off

Default is to hyphenate if turned on in the template but can be forced on/off

No

No

No

No


Tag Tree

Yes, with full query for each tag and go to the tag in the template

No

No

No

No

No

No

No

Yes, with full query for each tag and go to the tag in the template


Data Count

Yes, both number of rows and time to query

No

No

No

No

No

No

No

No


Generate Code

Yes

No

No

No

No


Debuggers

- Template debugger
- Datasource connection debugger
- Query debugger

No

No

No

No

No

No

No