Get all data from signed documents — directly into Excel.

With the integration between DealBuilder and Microsoft Excel, you can automatically send data from signed documents directly into a spreadsheet.

Each time a contract is signed, a new row is added in Excel — populated with the fields you have defined.

Examples of data that can be transferred:

• Customer name and contact information
• Products and pricing
• Total amount and signing date
• Responsible sales representative, project name, and other custom fields

This gives you a complete overview of what has been signed, when, and by whom — without manual data entry.

Perfect for reporting, project management, finance, invoicing documentation, and more.

The result? You save time, reduce errors, and keep all contract data structured and organized — automatically.