Connect Docusign to MS Excel for Unbiased Marketing Insights

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What is Docusign?

DocuSign is a leading electronic signature and agreement cloud service that helps enterprise companies streamline their workflows and improve efficiency. By automating the signing process, DocuSign enables secure, legally-binding transactions and reduces the need for physical documents. This results in faster decision-making, reduced costs, and better compliance for enterprise companies.

What is MS Excel?

MS Excel is a widely-used spreadsheet software that provides a powerful suite of tools for organizing, analyzing, and visualizing data. Enterprise companies rely on Excel for a variety of purposes, including financial forecasting, project planning, and data analysis. Its advanced features and broad compatibility make it an essential tool for businesses looking to make data-driven decisions and optimize their operations.

Connecting Docusign to MS Excel

  • One method to connect DocuSign to MS Excel is by exporting data from DocuSign and importing it into Excel. Users can download reports or agreements in CSV format from DocuSign, and then open the files in Excel for further analysis and manipulation.
  • Another approach involves using third-party software or add-ins, like Power Query or Data Connector for MS Excel, to establish a connection between DocuSign and Excel. These tools allow users to import data directly from DocuSign into their Excel workbooks, and keep the data up-to-date through regular refreshes.
  • For more advanced integration, users can leverage DocuSign's APIs to build custom data connectors or scripts that automate the process of extracting and loading data from DocuSign to Excel. This may require programming skills and knowledge of DocuSign's API documentation.
  • Alternatively, enterprise companies can opt for a comprehensive data integration solution like Improvado that simplifies the process of connecting DocuSign to MS Excel. Improvado offers a complete data extraction and load solution that eliminates the need for manual data exports, custom connectors, or extensive programming.

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We now rely fully on Improvado for multiple dashboards that we use for day-to-day marketing operations and strategy, as well as for presentations to executive leadership.

Waleed Noury, Senior Media Analyst at Activision
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Connecting Docusign to MS Excel with Improvado

Improvado is the best solution for connecting DocuSign to MS Excel because it offers a seamless, automated, and scalable data pipeline. With Improvado, enterprise companies can easily extract data from DocuSign, transform and normalize the data, and visualize it in MS Excel. This powerful platform supports a wide range of metrics and dimensions that can be automatically extracted from DocuSign, ensuring that all relevant data is available for analysis in Excel.

Using Improvado, companies can reduce the time and effort spent on data preparation, allowing their marketing and analytics teams to focus on generating insights and driving value. The platform is highly customizable and can handle large volumes of data, making it suitable for even the most complex and data-intensive use cases. Additionally, Improvado provides excellent customer support to help users navigate any challenges they may encounter during the integration process.

Summary of connection Docusign to MS Excel

In summary, connecting DocuSign and MS Excel can provide significant benefits for enterprise companies looking to analyze and visualize their agreement data. While there are several methods to establish this connection, using Improvado is the most efficient and scalable solution. Improvado offers a complete data pipeline, rich customization options, and high-quality customer support, making it the ideal choice for companies that need to process large volumes of data and centralize their marketing and sales information. To learn more about how Improvado can help your company connect DocuSign to MS Excel, book a call with one of our experts today.

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