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DocuSign + Microsoft Excel Integrations

Syncing DocuSign with Microsoft Excel is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

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.

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.

Microsoft Excel Integrations
Microsoft Excel Alternatives

Connect the apps you use everyday and find your productivity super-powers.

  • Google Sheets Google Sheets
  • Smartsheet Smartsheet

Best DocuSign and Microsoft Excel Integrations

  • DocuSign Google Drive

    DocuSign + Google Drive

    Save a Signed Document from DocuSign to Google Drive Read More...
    When this happens...
    DocuSign Get Document
     
    Then do this...
    Google Drive Upload File
    DocuSign, a popular electronic signature online service, now works with Google Drive. Set up this DocuSign – Google Drive integration and Appy Pie Connect will handle the whole thing for you. Once you’ve set this integration up, whenever you sign a document using DocuSign, the signed document will automatically be sent to Google Drive. This way, you can easily share your signed documents with your colleagues and clients without any hassle. This Connect is highly advantageous to nearly every industry and department, including human resources, sales, real estate, healthcare, education and more. So, enjoy the benefits of workflow automation, set up this integration now!
    How This Integration Works
    • A new document is signed in DocuSign
    • Appy Pie Connect sends that signed document to Google Drive
    What Is Needed For This Integration
    • A DocuSign account
    • A Google Drive Account
  • DocuSign WordPress

    DocuSign + WordPress

    Add a Signed Document from DocuSign to a WordPress Blog Read More...
    When this happens...
    DocuSign Get Document
     
    Then do this...
    WordPress Create Post
    Now you don’t need to upload a signed document to your Blog post manually. Use this automation and we’ll automatically add that document to your blog post without any manual efforts from your end. After setting this integration up, whenever a document is signed in DocuSign, Appy Pie Connect will automatically add it to your blog post. Enjoy the benefits of workflow automation, set up this integration now!
    How this DocuSign – WordPress integration works
    • A new document is signed in DocuSign
    • Appy Pie Connect adds that document to a Blog Post
    What is needed for this integration
    • A DocuSign account
    • A WordPress account
  • DocuSign DocuSign

    WordPress + DocuSign

    Send envelope from template in DocuSign when a post is published on WordPress Read More...
    When this happens...
    DocuSign New Post
     
    Then do this...
    DocuSign Send Envelope
    Get your blog post signed easily and securely without any hassle by connecting your WordPress account with DocuSign. After setting this integration up, whenever a post is published on WordPress, Appy Pie Connect sends an envelope from a template in DocuSign to the contacts of your choice. No coding skills required, follow our simple instructions and set up this integration in minutes.
    How this DocuSign – WordPress integration Works
    • A post is published on WordPress
    • Appy Pie Connect automatically sends an envelope from a template in DocuSign to the contacts of your choice
    What is needed for this integration
    • A DocuSign account
    • A WordPress account
  • DocuSign Trello

    Microsoft Excel + Trello

    Create a new card in Trello on a new row in Excel Read More...
    When this happens...
    DocuSign New Row
     
    Then do this...
    Trello Create Card
    This integration also allows you to create cards in Trello from directly inside Excel and gives you the ability to include your attachments on that card. After setting this integration, Appy Pie Connect automatically creates a new card in Trello when a new row is added to your spreadsheet in Google Sheets. This way, you can track tasks easily in an organized manner.
    How It works
    • Whenever there is a new row in Microsoft Excel
    • Appy Pie Connect turns it into a Trello card automatically
    Apps Involved
    • Microsoft Excel
    • Trello
  • DocuSign Google Sheets

    Microsoft Excel + Google Sheets

    Update new Excel rows to Google Sheets Read More...
    When this happens...
    DocuSign New Row
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Can’t convert your Excel spreadsheet into a Google Sheet? Wish you could quickly add new Excel rows to Google Sheets? This Appy Pie Connect integration is for people who often need to convert Excel files into Google Sheets. . Set up this integration, and Appy Pie Connect will replicate the contents to any Google Sheet you want, guaranteeing that your data is available wherever you need it.
    How This Excel-Google Sheets Integration Works
    • A new row is added to an Excel spreadsheet
    • Appy Pie Connect automatically adds it as a new row on Google Sheets
    Apps Involved
    • Excel
    • Google Sheets
  • DocuSign Google Sheets

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

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

    Triggers
  • Get Document

    Trigger every time a new document is e-signed in DocuSign.

  • 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.

    Actions
  • Create Signature Request

    Create Signature Request

  • Send Envelope

    Send Envelope

  • Add Row to Table

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

How DocuSign & Microsoft Excel Integrations Work

  1. Step 1: Choose DocuSign as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate DocuSign with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Microsoft Excel as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Microsoft Excel with Appy Pie Connect.

    (2 minutes)

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

Integration of DocuSign and Microsoft Excel

  • DocuSign is a platform for electronic signature.
  • Microsoft Excel is a software program that enables users to create spreadsheets and perform various tasks.
  • Integration of DocuSign with Microsoft Excel
  • Benefits of integration of DocuSign with Microsoft Excel
  • Microsoft Office, especially Microsoft Word, has been the most popular document creating top for the last years. But nowadays, the rapid development in information technpogies gives birth to new opportunities to work with documents, which can be created and signed electronically. This article will present a short overview about DocuSign – an electronic signature system, which can be integrated into Microsoft Office, such as Microsoft Word or Excel.

    DocuSign?

    DocuSign is a software, which enables you to sign documents electronically. With this technpogy you can save time and expense on printing and mailing. That’s why it’s called a “signature spution”. The main point of this service is that you send an electronic document to a recipient who is able to sign it with his/her own account. It has an API (Application Programming Interface), i.e. the interface between programs, which makes it possible to integrate it into your IT infrastructure. Depending on the signing situation, there are different ways how the recipient can use the document after it was signed. For example, he/she can download the document or just view it online. The possibilities are not limited to that; there are also other options available like sending the document by mail or fax. In addition, subscribers have access to a dashboard where they have the chance to manage their signatures. They can see which documents have been sent, which ones have been signed and which ones need to be signed.

    Microsoft Excel?

    Excel is a software program that enables users to create spreadsheets and perform various tasks. It is used for creating tables with data, performing calculations and storing them and for drawing graphs etc. A spreadsheet in Microsoft Excel contains rows of cells where data is entered and displayed. The cells are known as fields, and each one has a name, such as “Amount” or “Name”. Each field has a specific format, i.e. a way how it should be displayed. For example, if it is formatted as currency with two decimal places, then it will display currency amounts; if it’s formatted as date, then it will show dates etc. Those formats are very helpful if you want to get a more detailed analysis of your data in form of charts or reports. You can also sort your data by certain parameters, e.g. by “Amount” or “Date” or even by multiple parameters at once, which makes it possible to analyze your data further. To sum up, Microsoft Excel helps you to create tables with data and perform different tasks on those tables.

    Integration of DocuSign and Microsoft Excel

    Due to the fact that DocuSign is accessible via an API, it can be integrated into programs so that you can create and sign documents online without having to print them out and send them by mail or fax etc. The integration of DocuSign with Microsoft Excel allows Excel users to create spreadsheets with tables containing data and sign them with DocuSign. Then the signed forms are sent by email to cpleagues or partners who can approve them by signing them again etc. This saves time because there’s no need anymore to print out forms from Microsoft Word, fill them out manually (if it has to be filled out), scan them or fax them etc., but everything happens digitally through DocuSign and its API. In addition you don’t need to worry about lost forms anymore because you can track all your sent files online by using the DocuSign dashboard for managing your signatures.

    Conclusion

    In conclusion, DocuSign is a useful top for working with electronic documents that can be integrated into Microsoft Office programs like Word and Excel. The integration of DocuSign into Microsoft Excel allows you to create spreadsheets with data and sign them with electronic signatures in order to save time and effort compared to conventional methods like printing out forms from Word or filling them out manually etc. Furthermore, you don’t need to worry about lost documents anymore because you can track all your sent files online with the DocuSign dashboard.

    The process to integrate DocuSign and Microsoft Excel 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.