Adobe Sign integration enables customers to electronically sign any type of document associated with quotes or contracts. By integrating Conga 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, this Adapter provides a streamlined point-and-click way for users to send attachments for electronic signature. Within the 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, this Adapter ensures that documents adhere to the appropriate workflows. 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 quote or contract. With this Adapter, you have a fully secure, auditable, and trackable view of who has approved your documents for quotes or contracts.

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 eSignature Stage/Status field changes according to the activities. The signature stages/statuses are shown in the Adobe Sign Integration Life cycle. The activities that you perform are stored in the Activity History related list.

Key Terminology

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

TermDefinition
AgreementThe set of terms and conditions agreed between two or more parties. An 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.