Best Document Management Software for Microsoft Excel
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Compare the Top Document Management Software that integrates with Microsoft Excel as of July 2025
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This a list of Document Management software that integrates with Microsoft Excel. Use the filters on the left to add additional filters for products that have integrations with Microsoft Excel. View the products that work with Microsoft Excel in the table below.
What is Document Management Software for Microsoft Excel?
Document management software is a type of software that helps organizations manage their documents. It allows users to store, index, retrieve and manipulate digital files, as well as organize them in ways that make sense for the organization. Document management software can help an organization keep track of versions and revisions, ensuring the most up-to-date documents are being used. Different document management systems offer different features, so it is important to research which one will best suit the needs of the organization. Compare and read user reviews of the best Document Management software for Microsoft Excel currently available using the table below. This list is updated regularly.
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1
Jotform
Jotform
Trusted by over 25 million users, Jotform is an all-in-one, no-code platform that simplifies data collection, automation, and online sales. Using its drag-and-drop Form Builder, businesses can create customized forms and surveys to collect leads, payments, and e-signatures. With 10,000+ templates and advanced features like conditional logic and 200+ integrations, Jotform streamlines workflows. Jotform's AI-powered Agents provide real-time customer support, guiding users through form submissions, answering questions, and ensuring a smooth experience while reducing manual intervention. These AI agents learn from interactions to improve responses, enhancing efficiency and customer satisfaction. The platform also includes a Store Builder to sell products and services, accept payments through 30+ gateways, and tools like Approvals and Report Builder to automate workflows and generate actionable insights.Starting Price: $34 per month -
2
LogicalDOC
LogicalDOC
LogicalDOC helps organizations around the world gain complete control over document management. Focusing on business process automation and fast content retrieval, this premier document management system (DMS) allows teams to create, collaborate, and manage large volumes of documents and stores valuable company data in a centralized repository. System features include a drag-and-drop document upload, forms management, optical character recognition (OCR), duplicate detection, barcode recognition, event logging, document archiving, integrated document workflow, and so much more. Schedule a free, no obligation, one-on-one demo today. -
3
Intelex
Intelex Technologies
Intelex is an integrated software solution for managing Environmental, Health, Safety and Quality (EHSQ) programs. Intelex’s scalable platform is designed to store, manage and analyze EHS and Quality data in one place. The solution works on any device to meet the realities of your workplace. With Intelex, your organization can: - Drive better results in your EHSQ program by monitoring workflows to achieve top performance and gain control. - Identify trends and tendencies by setting goals to gain greater insight into your EHSQ program to enhance judgement. - Reduce incidents and administrative work by easily monitoring, managing, optimizing and drawing insights from your safety data with our user-friendly safety software solution. - Streamline air, water and waste emissions management and reporting, and track and manage environmental outputs to achieve sustainability goals. - Drive continuous quality improvement activities across multiple departments, sites or locations. -
4
Odoo
Odoo
Odoo is a fully integrated, customizable, open-source software packed with hundreds of expertly designed business applications. Odoo’s intuitive database is able to meet a majority of business needs, such as: CRM, Sales, Project, Manufacturing, Inventory, and Accounting, just to name a few. Odoo is an all-in-one software solution designed to meet the needs of companies, regardless of their size (or budget). The unbeatable, seamless nature of Odoo helps businesses become more efficient by reducing redundant manual processes, which helps companies save countless hours of labor. Every module is interconnected to provide a fully-integrated experience from app to app, and users can automate many processes that would’ve otherwise required manual inputs into multiple applications. Odoo keeps all business functions in one place, allowing teams to collaborate with other departments from one unified platform in the most efficient way possible.Starting Price: $25.00/month/user -
5
Titan
Titan
Bend, don’t break with Titan’s flexible business solutions and forms for Salesforce. Our scalable Salesforce Forms and software is rapidly developing a reputation as the gold-standard in Salesforce integration, and it’s easy to see why. Slash time to market, nuke code, and tackle any use case on a single platform. Our best-of-breed forms in Salesforce and applications cater to any industry and it’s our mission to provide custom solutions for difficult problems. Build web portals, sign documents, generate docs, send surveys, automate contracts, fill out forms in Salesforce, and so much more in just a few simple clicks. No code required and AI assisted! This is all 100% Salesforce integrated, empowering you to send data to the #1 CRM and pull it back in real-time. No other product on the market does it better or faster. Our customers and partners are the heartbeat of Titan. If you need a feature, simply request it via our Titan X Lab and we will consider it for our roadmap!Starting Price: $12 per month -
6
Ideals Virtual Data Room
Ideals Virtual Data Room
Since 2008, Ideals has transformed the virtual data room market by introducing transparent pricing, an intuitive platform, and exceptional customer care. These factors have made the company the fastest-growing VDR provider, trusted by 1 million users globally, including investment bankers, advisors, real estate professionals, and public institutions. Ideals’ top priority is to offer an effortless experience. As a result, the company has been independently rated on G2 as the best product and service for four consecutive years. Their continuous innovation and commitment to meeting customer needs ensure they remain at the forefront of the industry, setting the standard for virtual data room solutions. This dedication to excellence has solidified Ideals’ reputation as a reliable and trusted partner in the VDR market. -
7
EASA
EASA
EASA has a unique approach to deploying existing, Excel spreadsheet-based tools as secure, custom web applications. These apps can be deployed within a web portal for use by internal or external staff, including partners, resellers, suppliers or customers as well as subscription based applications (SaaS). Unlike competing solutions, sophisticated spreadsheets with VBA, macros and add-ins can be deployed with EASA. Furthermore, EASA provides full database functionality, approvals and notifications and integration with CRM and ERP systems. Common use-cases include the deployment of spreadsheets used for CPQ (configure price quote), insurance raters, financial analytics, engineering calculations, and many more. Your existing spreadsheet becomes the “engine” for the web app, eliminating any need to extract the logic and reprogram in a separate solution. If your company has made a significant investment into critical spreadsheets, then learn why AIG, Voya, HP and others rely on EASA. -
8
Kollate-it
Werkflo
Kollate-it is an all-in-one GRC and due diligence solution with over 400 features. It helps users to integrate due diligence, compliance, risk management and audit activities and create reports at lightning speed. Powered by AI designed workflows, automation and ingestion engines users can integrate, customize, automate their information and can select different product modules to meet their needs given the versatility. Kollate-it helps all regulated companies document their processes for review across the business. The software solves a number of problems, including: (1) data input dramatically reduces (2) work tasks speed up (3) activities get tracked instantly (4) cost savings accelerate (5) human errors reduce (6) information silos collapse (7) reporting becomes faster and 24/7 and (8) document retrieval is immediate. Kollate-it allows users to meet continuous requirements in real time with tools to collaborate, collate information and report with ease.Starting Price: $300 AUD per month -
9
WaiverFile
WaiverFile
WaiverFile is the industry leader in online waiver form software. Our focus on building beautiful, well-designed features means that our system is easier to use for both you and your customers. This means you can take advantage of all the benefits of electronically signed waivers without frustrating your customers and staff. Signing on any device from anywhere means customers can sign in advance and check in faster! Our check-in tracking and event features make verifying signed waivers far easier than searching through one huge list of everyone. WaiverFile doesn't just store forms, it helps streamline your entire customer intake process. Use the WaiverFile app to setup a kiosk for on-site signing, and print and display QR codes so customers can sign on their own smartphone. The WaiverScan app speeds checkins by providing signees with a QR code upon completing a waiver that can be scanned with the app for quick verification.Starting Price: $15.00/month -
10
hyper Digital Asset Management Server
hyperCMS Content Management Solutions
The hyper Content & Digital Asset Management Server helps organizations to have full control over all their digital assets, to automate processes and cut costs. Access all your rich rich content directly by conveniently integrating it into the creative workflow of internal/external teams and programs like Adobe CS, MS Office, and OpenOffice. Ensure process control with collaborative approval. Share the content directly on Social Media Networks. Create customized Brand Portals to promote and meassure the success of various rich content.Starting Price: $21.00/mo (SaaS) $0 On-Premise -
11
BrandOffice
BrandQuantum
BrandOffice®, developed by BrandQuantum is a software solution that seamlessly integrates with Microsoft Office to empower every employee in the organization to automatically create consistently branded documents, PowerPoint presentations and Excel reports and ensures the brand remains relevant as it evolves. BrandOffice® houses your brand documentation standards across Microsoft Word, Excel and PowerPoint. Standardise your colour palette, fonts an document style sets. Include standards such as page settings, margins, fonts, bullets, chart sets, table sets and more. Create consistently branded documents, PowerPoint presentations, tables and charts. Evolve your documentation dynamically as your brand evolves. Cater for geographic differences in brand standards such as language and format settings.Starting Price: $4 per user per month -
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SSuite MonoBase Database
SSuite Office Software
Create relational or flat file databases with unlimited tables, fields, and rows. Includes a custom report builder. Interface with ODBC compatible databases and create custom reports for them. Create your own personal and custom databases. Some Highlights: - Filter tables instantly - Ultra simple graphical-user-interface - One click table and data form creation - Open up to 5 databases simultaneously - Export your data to comma separated files - Create custom reports for all your databases - Full helpfile to assist in creating database reports - Print tables and queries directly from the data grid - Supports any SQL standard that your ODBC compatible database requires Please install and run this database application with full administrator rights for best performance and user experience. Requires: . 1024x768 Display Size . Windows 98 / XP / 7 / 8 / 10 - 32bit and 64bit No Java or DotNet required. Green Energy Software. Saving the planet one bit at a time...Starting Price: Free -
13
Intellimas
Singletree Technologies
Intellimas is a highly configurable, no code/low code solution with spreadsheet features. This allows you to build a variety of web applications that end users will love. Intellimas is built for fast data entry, analytics, exception management, and easy retrieval of live data from other systems, if required. The grid UI allows for an easy transition from spreadsheets. This comprehensive view, along with our new form view, provide you with the flexibility to handle unlimited end uses. Intellimas is deployed on-premise or in the cloud. Companies typically implement Intellimas for one business application and usually find several others for it in a short period of time. Reach out to us for a demo and ask us about our free trial!Starting Price: $38/Month -
14
Microsoft 365
Microsoft
Introducing Microsoft 365 (formerly Microsoft Office 365). Be more creative and achieve what matters with Outlook, OneDrive, Word, Excel, PowerPoint, OneNote, SharePoint, Microsoft Teams, Yammer, and more. With a Microsoft 365 subscription, you get the latest Office apps—both the desktop and the online versions—and updates when they happen. On your desktop, on your tablet, and on your phone.* Microsoft 365 + your device + the Internet = productivity wherever you are. OneDrive makes the work you do available to you from anywhere—and to others when you collaborate or share. Help at every turn. Email, chat, or call and talk to a real live person. Get Office today—choose the option that's right for youStarting Price: $5 per user per month -
15
monday.com
monday.com
Simplify the way your team works with monday.com, a cloud-based project management platform that provides customizable no-code solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and more. monday.com allows businesses of all sizes to work in an efficient environment where every team member can assign tasks, automate repetitive work, collaborate in real-time, and share files. With this platform, you can manage everything from simple to complex projects and ensure seamless communication between team members. Customizable dashboards give quick high-level overviews of every project, visual boards help organize tasks, and thanks to integrations with third-party applications such as Outlook, Zoom, Gmail, Google Drive, Dropbox, Excel you can continue working with all your existing tools within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries and verticals.Starting Price: $39/month for 5 users -
16
Foxit PDF Editor
Foxit Software
Edit your PDFs with powerful yet easy workflows across desktop, mobile, and web - whether you’re at the office, home or on the go. Foxit PDF Editor provides a cost-effective solution for business professionals to work securely with PDF documents and forms. It provides a full featured platform to view, create, edit, collaborate, share, secure, organize, export, OCR, and eSign PDF documents. With its enterprise functionality, integration, and mass deployment capabilities, combined with its affordability, it makes a great alternative to evaluate when yearly subscriptions of existing PDF solutions expire. Foxit PDF Editor comes in two editions-PDF Editor and PDF Editor Pro. Foxit PDF Editor is perfect for individuals and groups of knowledge workers who need to create, review, edit, manage, share, and secure PDF documents. PDF Editor Pro builds upon PDF Editor by providing knowledge workers with additional editing, collaboration, and security capabilities required in larger organizations.Starting Price: $10.99 US per month -
17
Microsoft Access
Microsoft
Create your own database apps easily in formats that serve your business best. PC only. Access is an easy-to-use tool for creating business applications, from templates or from scratch. With its rich and intuitive design tools, Access can help you create appealing and highly functional applications in a minimal amount of time. Tailor your custom apps to your business and your customers, easily editing as needed to meet evolving needs. Using Visual Basic for Applications, automate business processes and create more useful forms and reports. Integrate data between Access and line-of-business apps using the Access connector library to generate aggregated visuals and insights in the familiar Access interface. Easily store data in SQL Server and Microsoft Azure SQL to enhance reliability, scalability, security, and long-term manageability. -
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OnBoard is an industry-leading board management software designed to streamline meetings, enhance governance, and improve director engagement. Trusted by over 6,000 organizations globally, OnBoard simplifies the board process with a user-friendly interface and enterprise-grade security. Key features include agenda building, secure messaging, voting & approvals, D&O questionnaires, meeting analytics, skills tracking, automated minutes powered by OnBoard AI, minutes builder, and video conferencing integration. With OnBoard AI, meeting discussions are instantly transcribed, generating a comprehensive draft of minutes with ease. OnBoard ensures your board operates efficiently, stays compliant, and engages directors in a secure, collaborative environment. Upgrade your board meetings with OnBoard today!
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19
Intellect
Intellect
Intellect QMS is the latest version of Intellect's flagship product designed to help organizations and quality leaders meet FDA, ISO, and other global GxP regulatory compliance requirements. Intellect offers faster implementation time, robust out-of-the-box QMS capabilities, and extreme configurability to modify or build new apps. Empower your onsite and remote workforce with virtual auditing, online approvals, 21 CFR Part 11 electronic signatures, and ensure your team can access only approved and up-to-date quality documents, data, reports and analytics anytime, on any device. Intellect’s Environmental, health, safety and quality (EHSQ) software acts as a data management system for capturing, storing, and analyzing information related to occupational health and safety, waste management, and sustainability. It aims at reducing operational risk and improving health while attaining sustainability goals. -
20
BackUp Xplorer
Breakthrough Applications
The latest in automated backup integrations for Microsoft Office applications. You no longer have to worry about lost work or overwritten files. With this tool you can create an unlimited amount of sequential copies that are overwritten at your discretion. *Roll back to any point in time as you develop your file *Automatically store copies in multiple file directories *Add multiple backup sequences to handle daily, weekly, or monthly copies *Keep a running up-to-the-minute log of changes so you never lose valuable work *For Multi-User files, track changes made by each user This is the ultimate tool for those who need to truly secure and track important files. Works with: Excel | Word | PowerPoint | Publisher | Project | OutlookStarting Price: 39.00 -
21
WPS Office
Kingsoft Office Software Corporation Limited
Palo Alto-based WPS Office Software is a leading office productivity suite for PC and mobile devices. WPS Office is a high performing, yet considerably more affordable solution, fully compatible and comparable to Microsoft PowerPoint, Excel and Word. The WPS Office suite is available for Windows and Linux-based PCs as well as Android and iOS. WPS Office Software is a subsidiary of Kingsoft Corporation, China's leading Internet services and software company. WPS Office is a lightweight, feature-rich comprehensive office suite with high compatibility. As a handy and professional office software, WPS Office allows you to edit files in Writer, Presentation, Spreadsheet, and PDF to improve your work efficiency.Starting Price: Free -
22
Wimi
Wimi
For nearly 10 years Wimi has been making teamwork more efficient to win more opportunities. It is the European leader in project management and online collaboration software. Wimi offers a range of tools built to keep businesses in sync, boost team productivity, improve collaboration, and secure critical data. Top features include unified workspaces, a drive solution, team communication, file sharing, task management, project calendar, video/audio calls, reporting, and access rights management. Your data is secured on Wimi as it adheres to the highest industry standards for security such as multi-factor authentification and encryption. 55,000 companies are already using Wimi everyday : try it by yourself, start your 14-day free trial !Starting Price: €3.00/month/user -
23
Adobe Acrobat Reader
Adobe
View, sign, collaborate on, and annotate PDFs with our free Adobe Acrobat Reader. Only with Adobe Acrobat Reader you can view, sign, collect and track feedback, and share PDFs for free. And when you want to do more, subscribe to Acrobat Pro. Then you can edit, export, and send PDFs for signatures. Do more than just open and view PDF files. It’s easy annotate documents and share them to collect and consolidate comments from multiple reviewers in a single shared online PDF. Work on documents anywhere using the Acrobat Reader mobile app. It’s packed with all the tools you need to convert, edit, and sign PDFs. You can use your device camera to capture a document, whiteboard, or receipt and save it as a PDF. Acrobat Reader is connected to Adobe Document Cloud, so you can work with your PDFs anywhere. You can even access and store files in Box, Dropbox, Google Drive, or Microsoft OneDrive.Starting Price: $1.95 per month -
24
Zoho Sheet
Zoho
Zoho Sheet is a free, cloud-based spreadsheet application built to help teams collaborate in real time. Work together in shared spreadsheets with remote teams using collaboration-friendly options, including comments, notes, lock cells/ranges, and version history. Stay updated on the comments/edits made to spreadsheets via email notifications. Perform calculations on your data with 400+ pre-built functions or build custom functions using Deluge. Perform broader analysis on your data with AI-powered charts and pivot table suggestions from Zia, our in-house AI assistant. Zia can also assist you with translation; detecting and filling patterns; cleaning, refining, formatting data; and more. Continue working on your spreadsheets from anytime and anywhere with Zoho Sheet for Android, iOS and iPadOS apps. -
25
Gigasheet
Gigasheet
Gigasheet is the big data spreadsheet that requires no set up, training, database or coding skills. If you can use a spreadsheet, you can find opportunities in big data. Best of all, your first 3GB are free! Use Gigasheet to filter, sort, group and aggregate data to gain insights. Create pivot tables by simply dragging columns around. Data cleanup tools and functions clean and insert data during analysis. Enrichments such as Email Validation and Geo IP Location look up make your data even more useful. Sharing and collaboration tools make distributing huge data sets a snap. Gigasheet integrates with more than 135 SaaS platforms and databases. Thousands of individuals and teams use Gigasheet to gain insights in minutes, not hours or days. You don't need to be a data scientist to get answers from big data.Starting Price: $95 per month -
26
Fluent
Apryse
Fluent by Apryse (previously Windward Studios) is a unique solution that simplifies the creation of reports and templates on a large scale with minimal coding required. The SDK and Microsoft Office plugin enable developers to meet reporting needs efficiently, while also empowering admins to design and populate data-driven documents from multiple data sources. Fluent offers unlimited formatting capabilities, catering to the diverse needs of multiple teams and end users. Set it and forget it. -Automate reporting with effortless template creation in Microsoft Office applications. -Free your backlog from internal reporting development with an automated solution for reporting and template creation. Empower your end users to independently manage and update their templates with ease. Create, Connect, and Manage Templates. -
27
Contractbook
Contractbook
Contractbook’s contract management software helps businesses scale with future-proof contracts, by turning static contracts into a database for your entire organization and unlocking the full value of your data. Create and sign effortlessly, collaborate with your team, track all your obligations in one place, and automate the entire process to achieve efficiency. Funded by investors including Tiger Global, Bessemer Venture Partners, and Gradient Ventures, Contractbook was founded in Copenhagen in 2017 and serves over 250,000 users in over 85 countries. Step into the new era and take control of your contracts. Only accounts with verified email and phone can create and sign contracts. We use bank-like SSL encryption for our SSL connection - SHA-256 with RSA Encryption. We are compliant with the SOC2 auditing procedure that ensures that we manage data and networks securely. -
28
Thryv
Thryv
The end-to-end client experience software for growing small businesses. Get the job, manage the job, get paid and get credit online with Thryv. Thryv is a secure, easy to use small business management platform that automates tasks and puts your customers at the center of your business. ThryvPay can help services businesses save thousands when you accept and process credit card and ACH payments. Take advantage of next day funding, automated recurring payments, client-side convenience fees, QuickBooks integration, automatically scheduled payments and more. Desktop, tablet, or app on the go, Thryv puts the complete business management and exceptional customer service at your fingertips. Thryv works with the digital tools you’re already using to run your small business, streamlining the way you work. -
29
OnTime 360
Vesigo Studios
OnTime 360 is an all-in-one software solution that is built to handle your custom delivery workflow. OnTime offers a powerful ready-to-use platform with a complete customer web portal, driver mobile app, dispatcher interface, and management suite. OnTime also comes with flexible add-on tools including open API, an EDI extension, a custom SDK, and prebuilt accounting software integrations to QuickBooks, FreshBooks, and XERO. OnTime offers you more features at a lower price, such as online order entry, easy billing, route optimization, proof of delivery, multi-stop routing tools, automatic notifications, and flexible customer pricing with automatic quotes. Get started with a 14-day free trial, no credit card needed! Or if you’d like a personalized tour through OnTime, book a live demonstration to see the software in action.Starting Price: $99/month -
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Templater
New Generation Software
Templater is a library designed to generate documents from existing Office templates. This allows you to create beautiful reports in a fraction of time compared to other solutions. Templater unique minimal and stable interface allows trivial integration into third party apps without the need for custom coding. Designers and domain experts will be much more productive by leveraging Microsoft Office tools. Your product can get a distinguishing feature through customization of templates by application users. Templater Editor for Microsoft Office will seamlessly integrate into Office tools and provide rich and helpful editing experience. Tag listing can be managed by your application to expose insights into your domain with additional information such as explanations/descriptions and examples. Tag detection and analysis will validate document for various issues and suggest resolutions to them with useful explanations.Starting Price: 250EUR