Adobe Sign Enhanced for Salesforce

Adobe has announced enhanced integration of Adobe Sign with Salesforce to automate document processes and signatures.

Adobe Sign can now be embedded directly into an email, linked with Salesforce CPQ, and can be added to Salesforce Community Cloud.

Anyone in an organisation can send documents for signature from within existing Salesforce workflows, and recipients can sign those documents in a few quick clicks from any device no matter where they are.

The new capabilities include:

Take action without leaving email - Adobe Sign now features a Salesforce Lightning component that enables e-signatures for contracts to be managed directly within Gmail and Microsoft Outlook. It shows up as a panel in the inbox and displays Salesforce agreements associated with contacts in the emails.

E-signing from within Community Cloud portals - Businesses using Community Cloud portals can add e-signatures, so that anyone on their portals can sign contracts right from these portals, rather than needing to track down separate emails containing the contracts. Signed documents are automatically routed back to the team in Salesforce.

Adobe Sign Agreement Templates now available for Salesforce CPQ - Create and manage contracts from Salesforce CPQ and seamlessly send these contracts from Adobe Sign within Salesforce. The templates allow sales teams to easily review workflows, policies, and offer additional security options.

Sales teams can monitor the progress of proposals, quotes, and contracts out for signature, set business rules to ensure that the right information and right documents are used every time, as well as ensure high level authentication.  

Business Solution: