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Microsoft Excel + DocuSign Integrations

Syncing Microsoft Excel with DocuSign 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 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.

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

  • Hellosign Hellosign
  • SignRequest SignRequest

Best Microsoft Excel and DocuSign Integrations

  • Microsoft Excel Trello

    Microsoft Excel + Trello

    Create a new card in Trello on a new row in Excel Read More...
    When this happens...
    Microsoft Excel 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
  • Microsoft Excel Google Sheets

    Microsoft Excel + Google Sheets

    Update new Excel rows to Google Sheets Read More...
    When this happens...
    Microsoft Excel 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
  • Microsoft Excel Asana

    Microsoft Excel + Asana

    Create a task in Asana for every new Excel row Read More...
    When this happens...
    Microsoft Excel New Row
     
    Then do this...
    Asana Create Task
    Never cut and paste data again. Appy Pie Connect makes every integration effortless, allowing users to create Asana tasks automatically for every new Excel row that connects with Appy Pie Connect. Once enabled, this Appy Pie Connect integration will monitor any Excel spreadsheet you specify, triggering a task in Asana with each new row you add, keeping you focused on getting things done.
    How This Excel-Asana Integration Works
    • A new row is added to an Excel spreadsheet
    • Appy Pie Connect automatically adds a task on Asana
    Apps Involved
    • Excel
    • Asana
  • Microsoft Excel Google Drive

    DocuSign + Google Drive

    Save a Signed Document from DocuSign to Google Drive Read More...
    When this happens...
    Microsoft Excel 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
  • Microsoft Excel WordPress

    DocuSign + WordPress

    Add a Signed Document from DocuSign to a WordPress Blog Read More...
    When this happens...
    Microsoft Excel 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
  • Microsoft Excel WordPress

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Microsoft Excel {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{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.

  • Get Document

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

    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

How Microsoft Excel & DocuSign Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Microsoft Excel with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select DocuSign as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate DocuSign with Appy Pie Connect.

    (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.