Integrate Microsoft Excel with DocuSign

Appy Pie Connect allows you to automate multiple workflows between Microsoft Excel and DocuSign

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About Microsoft Excel

Microsoft Excel is an application program for calculations and data management, which generates spreadsheets, and functions as a database. It makes it easier to organize, analyze and present data while helping to make informed business decisions based on the analysis.

About DocuSign

Docusign is cloud-based eSignature software with the most accurate and secure way to sign and send documents for business, legal, and medical use. Docusign is also used as a powerful workflow tool for eContracts, and e-invoicing.

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Best Microsoft Excel and DocuSign Integrations

  • Microsoft Excel Integration DocuSign Integration

    Microsoft Excel + DocuSign

    Send Envelope in DocuSign when New Worksheet is created in Microsoft Excel Read More...
    Close
    When this happens...
    Microsoft Excel Integration New Worksheet
     
    Then do this...
    DocuSign Integration Send Envelope
  • Microsoft Excel Integration DocuSign Integration

    Microsoft Excel + DocuSign

    Create Signature Request to DocuSign from New Worksheet in Microsoft Excel Read More...
    Close
    When this happens...
    Microsoft Excel Integration New Worksheet
     
    Then do this...
    DocuSign Integration Create Signature Request
  • Microsoft Excel Integration DocuSign Integration

    Microsoft Excel + DocuSign

    Send Envelope in DocuSign when New Row in Table is created in Microsoft Excel Read More...
    Close
    When this happens...
    Microsoft Excel Integration New Row in Table
     
    Then do this...
    DocuSign Integration Send Envelope
  • Microsoft Excel Integration DocuSign Integration

    Microsoft Excel + DocuSign

    Create Signature Request to DocuSign from New Row in Table in Microsoft Excel Read More...
    Close
    When this happens...
    Microsoft Excel Integration New Row in Table
     
    Then do this...
    DocuSign Integration Create Signature Request
  • Microsoft Excel Integration Microsoft Excel Integration

    Gravity Forms + Microsoft Excel

    Create rows on Excel on new Gravity Forms submissions Read More...
    Close
    When this happens...
    Microsoft Excel Integration Form Submission
     
    Then do this...
    Microsoft Excel Integration Add Row
    The more quickly your form submissions arrive, the more difficult it might be to keep track of and save them all. You can, however, set up this Connect Flow to catch everything for you. When a new form submission is received in Gravity Forms, it will automatically add that information to a row in a chosen Excel spreadsheet, keeping your sheet up to date for all of your subsequent procedures.
    How This Gravity Forms and Excel Integration Works
    • Gravity Forms has received a new form submission
    • Appy Pie Connect inserts a row to an Excel spreadsheet automatically.
    What You Need
    • Gravity Forms
    • Excel
  • Microsoft Excel Integration {{item.actionAppName}} Integration

    Microsoft Excel + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Microsoft Excel + DocuSign in easier way

It's easy to connect Microsoft Excel + DocuSign without coding knowledge. Start creating your own business flow.

    Triggers
  • New Row in Table

    Triggers when a new row is added to a table in a spreadsheet.

  • New Worksheet

    Triggers when a new worksheet is added to a spreadsheet.

  • New Update Envelope

    Trigger when a status of the envelope changed.

    Actions
  • Add Row to Table

    Adds a new row to the end of a specific table.

  • Create Signature Request

    Create Signature Request

  • Send Envelope

    Send Envelope

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Microsoft Excel & DocuSign Integrations Work

  1. Step 1: Choose Microsoft Excel as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick DocuSign as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Microsoft Excel to DocuSign.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Microsoft Excel and DocuSign

Microsoft Excel is a program created by Microsoft that allows users to create spreadsheets. This program was created in 1985, and has since been continually updated and improved upon. The newest version of the program, Office 365, allows users to save their documents online.

DocuSign is a digital signature platform that allows users to sign and send documents digitally. Since it was founded in 2003, it has continued to improve upon its products. DocuSign now offers a variety of software platforms to help users streamline their workflows.

Integration of Microsoft Excel and DocuSign

The integration of Microsoft Excel and DocuSign allows users to save documents digitally, and sign them with the click of a button. Without this connection, however, users would have to print and sign documents manually. This method takes more time, as well as paper, which costs money. In addition, any handwritten signatures cannot be saved in a digital format. With the integration of the two programs, users can quickly and easily sign any document without having to worry about printing it out and physically signing it. This makes the process much more efficient. In addition, the digital signature cannot be forged. If a user attempts to forge a signature on a document using Microsoft Excel and DocuSign, the signature will not pass an electronic check. Therefore, this feature helps to ensure that any documents are accurate.

Benefits of Integration of Microsoft Excel and DocuSign

The benefits of integrating Microsoft Excel and DocuSign are numerous. For example, if a user wants to include an invoice in a document but it is already signed, instead of having to print it off again and sign it on a separate piece of paper, they can simply select the file through Microsoft Excel and DocuSign. The file will already be signed by the user’s signature. They can then send the file through email or upload it to a cloud storage platform such as Google Drive. In addition, this feature saves time when signing documents. Instead of having to print out each document, users can simply select the files through Microsoft Excel and DocuSign and upload them all at once, rather than one by one. This feature also helps protect against fraud. Because the signature is stored digitally, it is impossible for people who are unauthorized to add their own signatures to documents. Signing a document digitally also helps companies adhere to regulations regarding privacy and security. For example, HIPAA guidelines require that a healthcare provider must have permission from a patient before sending them any information electronically, unless it is related to treatment. By signing documents digitally with Microsoft Excel and DocuSign, healthcare providers can ensure that they are fplowing these guidelines while also saving time and money.

The process to integrate Microsoft Excel and DocuSign may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.