Get help

Help center

Guides and answers

Contact support

Write to our team

Sign in to

Workflows

Build processes with your team

Automations

Connect files and automate tasks

One system, four parts

AI agents

Virtual Employees that work 24/7

Automations

Connect files and automate tasks

Workflows

Build processes with your team

Data Space

Trusted data sharing and control

Solutions by department

Finance

Reports, budgets, and reconciliations

Inventory and manufacturing

Stock, orders, and production in one view

HR

Timesheets, attendance, and reviews

Project management

Status and workload across projects

Sales and CRM

Leads and deals kept up to date

Education

Student records and school data

Finance

Turn manual finance work into reports that update themselves.

What Finance teams automate

  • Track payables and receivables
  • Build cash flow statements
  • Compare budget against actuals

Inventory and manufacturing

See stock levels and automate ordering.

What inventory and manufacturing teams automate

  • Track inventory across multiple sites
  • Connect sales, purchasing, and warehouse data
  • Link a barcode scanner to your sheet

HR

Run recruitment, attendance, and OKR tracking from your sheets.

What HR teams automate

  • Track recruitment and onboarding
  • Record team OKRs and results
  • Track check-ins, check-outs, and leave

Project management

Assign tasks and track hours without manual updates.

What project teams automate

  • Assign tasks and track status changes
  • Estimate effort and log hours worked
  • Track milestones across projects

Sales and CRM

Track leads and sales performance with automated reports.

What sales teams automate

  • Track and convert leads
  • Set sales goals and track team metrics
  • Monitor sales KPIs on dashboards

Education

Automate attendance, grades, and school purchasing.

What schools automate

  • Track attendance and notify parents
  • Record and compare class grades
  • Track inventory lent to students and staff

Find a use case

By department

How each team uses Sheetgo

By industry

How each industry uses Sheetgo

By company size

Small, medium-sized, or large

Learn

Blog

Guides and product news

Customer stories

How teams like yours use Sheetgo

Help center

Guides and answers

Why Sheetgo

Compare

How Sheetgo compares with other tools

Security

How we protect your data

Trust center

Our compliance details

Sign in to

Workflows

Build processes with your team

Automations

Connect files and automate tasks

One system, four parts

AI agents

Virtual Employees that work 24/7

Automations

Connect files and automate tasks

Workflows

Build processes with your team

Data Space

Trusted data sharing and control

Solutions by department

Finance

Reports, budgets, and reconciliations

Inventory and manufacturing

Stock, orders, and production in one view

HR

Timesheets, attendance, and reviews

Project management

Status and workload across projects

Sales and CRM

Leads and deals kept up to date

Education

Student records and school data

Find a use case

By department

How each team uses Sheetgo

By industry

How each industry uses Sheetgo

By company size

Small, medium-sized, or large

Get started

Templates

Ready-made workflows to start from

Learn

Blog

Guides and product news

Customer stories

How teams like yours use Sheetgo

Help center

Guides and answers

Why Sheetgo

Compare

How Sheetgo compares with other tools

Security

How we protect your data

Trust center

Our compliance details

Help center

Guides and answers

Contact support

Write to our team

Workflows

Build processes with your team

Automations

Connect files and automate tasks

How to convert Excel to PDF?

Excel has been around for a very long time and has become one of the most widely-used tools for data analysis. You can use this powerful software program to store large amounts of data, perform complex calculations, and build charts.

Whenever you create an Excel workbook, you can save it as an XLSX file and edit it anytime you need. However, there are some situations in which it would be more appropriate to convert the file to other formats, such as CSV and PDF. To pull a table out of a PDF instead, see how to convert PDF to Excel.

If an XLSX file won’t open or shows an error before you can convert it, see how to repair a corrupted Excel file.

Ready to streamline your data?

Why convert Excel to PDF?

Even though Excel files are easily shareable and are compatible with Google Sheets, there are some benefits of converting these files to PDF.

  • Anyone will be able to open the file with a PDF reader. In fact, it is a more popular format than Excel and doesn’t require Microsoft Office to open it.
  • Since PDF is a more printer-friendly format, you can retain formatting when printing the file.
  • Although you can analyze and present data in Excel, PDF files are better for presentations.
  • In addition, you can let other users view the data without being able to edit it.

It can also go the other way: if an Excel file you need to edit opens as read-only, see how to remove read only from Excel.

Before you save a sheet as a PDF or print it, you can add page numbers, a title, or the date to each page. Here is how to add a header and footer in Excel.

Why use Sheetgo to convert Excel to PDF?

Converting Excel to PDF is easy. In order to convert your files, you can either save the Excel file as a PDF or use an online PDF converter.

However, you should consider using Sheetgo to convert your Excel files to PDF. In fact, there are many reasons why you should use Sheetgo to set up a file conversion workflow.

Sheetgo is more than an Excel-to-PDF converter. It’s a powerful tool that can help you automate entire business processes and save you time. With Sheetgo, you are able to set up a workflow to convert your files fast and effortlessly.

  • You can create a workflow to automatically convert the file to PDF. Whenever you update the spreadsheet, you can easily generate a new PDF file.
  • You can convert multiple Excel files into PDFs at the same time, which eliminates the need to open each file and convert it manually.
  • You have access to advanced settings that allow you to make changes to the PDF file without having to edit the spreadsheet.

Now that you know why you should use Sheetgo to convert Excel files to PDF, let’s learn how to set up a workflow to convert and update your files.

How to convert Excel to PDF with Sheetgo?

Step 1: Sign up to Sheetgo

You can sign up to Sheetgo with your Google, Microsoft, or Dropbox account. Click the button below to create a free Sheetgo account and start converting your Excel files right away.

Step 2: Create a new workflow

First, go to My workspace and click New workflow. Then click on the Excel icon under the search bar.

Now choose Save assets as a PDF.

Step 3: Select source file

Select your source file and your file tab. You can either upload your Excel file or choose your file from your Google Drive, OneDrive, Dropbox or Sharepoint account.

If you want to convert multiple files, click on + Add another source.

After adding all the files you want to convert to PDF, click Done editing.

Connect, merge, filter or split your spreadsheets

Step 4: Select destination folder

Choose the folder in which you want to save all your files. Sheetgo will create a new folder and save your new PDF files there. If you want to save your files in a folder you have already created, select Existing folder.

Note: your destination folder must be in Google Drive.

Under advanced settings, you can change paper size, page orientation and scale.

Now click Finish and save to create the workflow. As a result, Sheetgo will create a PDF file and save it in your folder.

Step 5: Update your files

Now that your workflow is up and running you can create a new PDF file when you edit your spreadsheet.

Whenever you update your file, run the workflow to generate a new file.

If you update your spreadsheet on a regular basis, you can create a custom automation schedule that meets your needs.

Click Automate to set up your schedule. 

After that, choose when and how often you want to run your workflow and create a new PDF file.

Now Sheetgo will automatically run the workflow and save the new files in the desired folder.

Voila! Your automated workflow is working. From now on you can convert your Excel files to PDF with just a few clicks. 

Connect everything and automate entire business processes

Automate your tasks with Sheetgo

Sheetgo is a powerful tool that helps you automate your tasks and save your time. With Sheetgo, you can build automated workflows to eliminate manual tasks and increase your productivity.

If you are looking for more time-saving tips, check out our tutorial on how to convert Excel to Google Sheets.

You may also like…

Free Google Sheets templates — spreadsheet window icon on a green background

Top 10 free Google Sheets templates for 2026

Explore 10 free Google Sheets templates for 2026, including a financial model, a DCF model, OKR, Gantt chart, expense tracking, and invoice templates.

SWOT analysis — four colored circles with the letters S, W, O, and T split by a cross on a beige background

SWOT analysis: definition, template, examples

Learn what a SWOT analysis is, why it matters, and how to do one. See how to use a template, plus examples from Amazon, Tesla, Apple, and more.

How to use Google Forms featured image

How to create a dashboard in Google Sheets

Get actionable insights with a data dashboard Think of the last time you needed to check a KPI or another important metric for a report....