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eSignature Integration with Advantage Platform

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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTest AuthorTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneralDocs by Release

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eSignature Integration with Advantage Platform

Working with Adobe Sign

Sending Documents for eSignature with Adobe Sign

  • The contract has In Signature status category and Ready for Signature status

  • The administrator has configured Adobe Sign webhook to enable notifications for workflow events.

After generating a contract document, you can use Adobe Sign to send that document, along with any supporting documents for eSignature. In order to send documents for eSignature, you can use documents already attached to the record and select the documents from the list of available documents. You can select multiple documents for signing within a single request. Then, you select recipients, set the signing order, customize the subject and message of the email, and finalize the document in Adobe Sign.
  1. Open the Contract record.
  2. Click Send for Signature.
  3. Select ADOBE SIGN from the "Choose your sending option" popup.
    Note:
    • The Adobe Sign option is automatically selected if you checked Default Option for Signature when configuring Adobe Sign. For more information, see Configuring Adobe Sign Parameters in Conga Platform.
    • If only Adobe Sign is active, the "Choose your sending option" popup does not appear, and a page opens to select the documents.
  4. Click Next to open a page to add documents.
    1. Select the documents to send for eSignature from the Available Documents list. You can select multiple documents.
    2. To search for a document, enter the document name in the Search Documents box.
    3. To change the document's sequence, drag and drop them into the correct order using the Sequence icon () on the left.
    4. To preview the document, click the More icon () on document thumbnails, and then click Preview.
    5. To delete the document, click the More icon on document thumbnails, and then click Delete.
  5. Click Next to open a page to add recipients.
    1. To add a name, search for contacts or internal users. After selecting a name, the email is automatically populated.
    2. Select Signer Type from the drop-down list.
    3. To add a new signer, click Add Signer.
    4. To delete a signer, click the Delete icon ().
    5. Check Set Signing Order to require recipients to sign the documents in a specific order. To change the signer's sequence, drag and drop them into the correct order using the Sequence icon () on the left.
      Note:

      If Set Signing Order is not checked, the documents can be signed in any order.

    6. The Apply Template list is displayed if the administrator has enabled AdobeSign Templates Enabled toggle in the Integrations page. Select a previously created template to use.
      Note: At the time of sending the document for signature, contents of the selected template will be merged with the contract document along with the tags embedded within the contract document.
  6. Click Next to open a page to review and send the documents.
    1. The email subject and message are pre-populated from the system's default template ContractESignatureNotification template, not from any Adobe Sign template. You can make changes to the fields if required. The email subject is also copied to the filename of the fully signed document.
    2. Under Expiration and Reminders section, select the frequency for expiration and reminders.
      Note:

      Note

      The Expiration and Reminders section is displayed if the administrator has toggled the Show reminder and expiration for end user button on. For more information, see Setting up Adobe Sign parameters in Advantage Platform.

      Field

      Description

      Reminder Delay (hours)

      Enter the number of hours after you send the document to send a reminder to sign it. For example, if you send the document today and you enter the value as 5, a reminder will be sent to the signer after five hours.

      Expire After

      Select the date and time at which the envelope should expire. The expiry date and time will be specified in the reminder email sent to the recipients.

      Reminder Frequency

      Select the frequency of sending reminders until the document is signed. For example, if you send the document today and select Every Day Until Signed, a reminder will be sent every day until the signer signs the document.

  7. Click Finalize. This opens the documents inside the Adobe Sign Console.
    1. Drag and drop the required fields into your document.
    2. To associate a field with a recipient, click the recipient's name and drag and drop the required fields into your document.
    3. Click Send to send the document for eSignature.

After sending the document for eSignature, the contract's status category and status change to "other party signatures" and "in signatures", respectively. Once all signatories have signed the document, Adobe Sign sends you an email that signing is completed. For more information, see Viewing a Signed Document with AdobeSign. If a signatory has sent the signed document over an email, you can upload the signed document to the contract record. For more information, see Uploading a Signed Document.

Canceling a Signature Request

Status category and status of the contract are In Signatures and Other Party Signatures respectively.
The Cancel Signature feature allows you to cancel and void an eSignature transaction already sent for signatures. Canceling a signature request stops recipients from viewing or signing the document. It also stops sending signature reminders and transaction expiry reminders to the recipients. You can use this feature in situations such as:
  • One of the signers informs the contract owners that he wants some modifications in the document and so need to deny signature, but does not have access to Adobe Sign application. The contract owner cancels the eSignature request, makes changes and send the document for signature again.
  • A contract is canceled. eSignature transaction is already triggered and so eSignature reminders are still triggered to the signers. The contract owner cancels signature request so that signers don't receive reminders for the canceled contract.
  • The document is signed offline. Since the transaction still open in the system and so eSignature reminders are still triggered to the signers. The contract owner cancels signature request so that signers don't receive reminders for the document already signed.
To cancel a signature request
  1. Go to the Contract Details page.
  2. Under NEXT STEPS, click Cancel Signature Request.
  3. Specify the Cancel Reason and click Cancel Request.
The recipients receive a notification displaying the Cancel Reason. The recipients can no longer review or sign the document. The recipients who have already signed the document are sent an email informing them that the signature request is cancelled. The status category and status of the contract are updated to In Signatures and Ready for Signatures respectively. The Cancel Signature Request is action is recorded in the contract's activity history.

Tracking Adobe Sign Cycle

  • The administrator has enabled Adobe Sign Tracking action permission on the Agreement object for the permission group. For more information, see Roles and Permissions Groups.

You can track Adobe Sign signature cycles from the Adobe Sign panel. The panel displays contract document details, signer statuses, and overall signature progress. It also provides an audit trail with a detailed event log, including user, email, event type, timestamp, and description for each document.
  1. Go to the Contract detail page.
  2. Click the Adobe Sign icon () in the right panel.
    ADOBE SIGN CYCLE pane appears with signature process details for each contract document sent for Adobe Cycle eSignature throughout the contract lifecycle. For each contract document, you can view whether the signature cycle is out for signature, signed, recalled, declined or failed. You can check when a sign transaction will expire or if it has already expired. Expiration details are available until the sign is completed.
  3. To view a detailed event log for the eSignature cycle, click the View Audit Trail icon ().
    Manage Agreement Events pane appears with these columns.
    Column NameDescription
    User

    User who initiated the event.

    This field is left blank, if the user is not registered in the Adobe account.

    Email

    Email address of the user who initiated the event.

    Event

    Event for which this record is generated.

    Timestamp

    Date and time at which the event occurred.

    Description

    Information about the event.

User Guide
Administrator Guide
Conga
eSignature Integration

February 3, 2026