The Apttus Adobe Sign Integration enables customers to electronically sign any type of document associated with Apttus quotes or contracts. By integrating Apttus with Adobe Sign, customers can streamline the Quote-to-Cash process, improve responsiveness, and eliminate errors. The adapter allows users to obtain electronic signatures for documents associated with quotes or contracts and automatically update the status - all inside Salesforce.

When it's time to obtain final approvals for a quote or contract in Apttus, the Apttus Adapter provides a streamlined point-and-click way for users to send attachments for electronic signature. Within the Apttus quote or contract, the Send for eSignature feature allows users to dramatically shorten approval cycles by quickly compiling the necessary documents, selecting the right contacts from their Salesforce instance and easily sending personalized emails. As documents are routed, the Apttus Adapter ensures that documents adhere to the appropriate workflows defined in Apttus. When legal documents are approved via Adobe Sign, the signature status is automatically updated inside Salesforce, and final signed documents are automatically attached to the Apttus quote or contract. With the Apttus Adapter, you have a fully secure, auditable and trackable view of who has approved your documents for Apttus quotes or contracts.

Apttus Adobe Sign Integration Life cycle

A document can be sent for electronic signature from an agreement. Click the Send for eSignature button to go to the Attachment Selection page from where you can select the documents to be sent to the recipient. If you select multiple documents then you will be directed to the Order Attachments page, or, you will be directed to Adobe Sign Actions page. On the Order Attachments page, you can reorder the attachments and the final document contains more than one attachments as ordered by you. The final document is sent for signature. After the recipient signs the document, the user can retrieve the signed document via email. The Apttus eSignature Stage/Status field changes according to the activities. The signature stages/statuses are shown in the Apttus Adobe Sign Integration Life cycle. The activities that you perform are stored in the Activity History related list.

Rebranding

Previously, the product was called Adobe EchoSign (Adobe eSign Services or Adobe Document Cloud). Now, it's called Adobe Sign. Hence, our connector is now called Apttus Adobe Sign Integration.

Apttus Adobe Sign Services allows a user to perform the following tasks:

  • Create agreement templates
  • Enable or disable audit trail
  • Configure mappings
  • Send an agreement for eSignature
    • Add or delete attachments
    • Add attachments from related agreements
  • Add or delete recipients
  • Add multiple signers
  • View Signed documents
  • Finalize in eSign 

Key Terminology

It is important to understand how terms are used when working with the Apttus Adobe Sign Services application.

TermDefinition
AgreementThe set of terms and conditions agreed between two or more parties. An Apttus Agreement consists of structured Salesforce data and stored language dynamically generated into a static document.
Finalize in eSign ServerA feature that allows you to open the envelope inside the Adobe Sign console.