In-document fields
Allow placement of signing, date, and data-capture fields so recipients fill required values directly where relevant in the context of the spreadsheet.
Electronically signing Excel reduces paper handling, accelerates approvals, and centralizes records while maintaining legal validity under U.S. electronic signature laws and industry rules.
Responsible for month-end close and budget approvals, this user needs reliable signoff records, tamper-evident documents, and easy integration with accounting systems to maintain audit readiness and limit reconciliation delays.
Handles payroll spreadsheets and employee data exports; requires secure signature capture, role-based access, and retention controls to meet compliance obligations such as HIPAA or state privacy regulations where applicable.
Organizations across finance, HR, procurement, and sales use electronic signatures to streamline Excel-based approvals and records.
These teams rely on audit trails and compliance features to keep Excel-originated documents defensible and easy to retrieve.
Allow placement of signing, date, and data-capture fields so recipients fill required values directly where relevant in the context of the spreadsheet.
Define signer roles and sequential or parallel routing to enforce approval order aligned to internal controls and delegation rules.
Use conditional field display and routing to adapt the workflow based on data values in the spreadsheet, reducing unnecessary signer steps.
Comprehensive logs record signer identity, timestamps, IP addresses, and field-level changes for defensible records.
APIs enable automated uploads, field placement, and status checks from back-office systems without manual intervention.
Send batches of the same document to many recipients while tracking each signature independently for reporting.
An add-in lets users send spreadsheets for signature directly from Excel, preserving metadata and reducing manual export steps while streamlining the signer experience and retaining file context.
Reusable templates predefine signature fields and data positions so frequently used spreadsheets are prepared consistently and sent quickly without manual field placement each time.
Bulk Send enables sending identical spreadsheets to many recipients with unique fields populated per recipient, reducing repetitive setup and maintaining individualized audit records.
Native or connector-based integrations with cloud storage, CRM, and accounting systems automate document routing and store signed copies alongside related records.
| Configuration | Default |
|---|---|
| Automatic Email Reminder Frequency Setting Days | 48 hours |
| Signer Authentication Level Requirement Setting | Email or MFA |
| Document Retention and Purge Timeline Setting | 6 years |
| Bulk Send Batch Size and Limits Setting | 500 per batch |
| Storage Location and Backup Configuration Setting | Cloud archive |
Confirm supported platforms and client requirements to ensure signers can access and complete Excel signing tasks from their preferred devices.
Verify add-in compatibility with your Excel version and confirm mobile signer workflows, since some features like integrated add-ins or native previews depend on platform and app versions.
A payroll officer prepares a payroll workbook for review by management
Resulting in faster payroll distribution and a clear audit record for each pay period.
Procurement exports invoice reconciliation details to a single spreadsheet for approval
Leading to clearer payment authorization, fewer disputes, and consistent retention for accounts payable audits.
| Comparison of eSignature Vendor Features | signNow (Featured) | DocuSign | Adobe Sign |
|---|---|---|---|
| Integration with Microsoft Excel | Add-in available | Add-in available | Add-in available |
| Native Excel add-in availability | |||
| Bulk Send capability for spreadsheets | |||
| ESIGN/UETA compliance support |
Keep for 4 to 7 years
Retain for the contract term plus 6 years
Keep for 1 to 3 years
Daily or weekly backups
Automated purge after retention period
| Vendor Plans and Entry Pricing | signNow (Featured) | DocuSign | Adobe Sign | Dropbox Sign | PandaDoc |
|---|---|---|---|---|---|
| Starting monthly price for basic plan | $8/user/month | $10/user/month | $15/user/month | $15/user/month | $19/user/month |
| Free trial availability and length | Yes, 7 days | Yes, 30 days | Yes, 7 days | Yes, 14 days | Yes, 14 days |
| Bulk Send and batch features availability | Included on select plans | Add-on or higher plans | Included on business plans | Add-on on some plans | Included on higher plans |
| API access on entry-level plans | Available on business plans | Available on business plans | Available on enterprise plans | Available on higher plans | Available on business plans |
| Enterprise and compliance options | SOC 2 and HIPAA-ready options | Enterprise compliance suites | Enterprise compliance and integrations | Enterprise offerings | Enterprise and advanced features |
Prepare, perform, and manage workflows of any difficulty, electronically from near any place. Scalable eSignature capabilities allow you to exchange papers with the right users the proper way and define roles for every signee. Perform document workflows faster and easier than ever before.
Enhance complicated signing procedures with airSlate SignNow�s highly effective features to enhance your operation. Control your automated eSignature workflows to ensure they're operating at top performance with immediate notices and reminders.
Get teams together in a protected, shared workplace. Manage documents, use form templates and notifications to produce better cross-company communication. Free your staff from having to spend time on recurring activities so that they can concentrate on valuable, business-vital duties.
Run your tasks with best-in-class integration. Capture Salesforce, Microsoft Teams, and SharePoint in one business stream. Connect your applications to a single environment for unlimited opportunities and higher performance.
Feel safe knowing that your data remains secure by the most up-to-date in encryption security. airSlate SignNow is GDPR and eIDAS certified and provides you exposure into your signing process with court-admissible audit trails. Set up user access permissions and rights to manage who has access to what.