Adobe Sign for Salesforce Solutions
What is Adobe Sign?
Adobe Sign is a software solution provided by Adobe that you can use in your business to electronically sign and send documents. The product is popular due to its extra features that allow you to track and manage your digital documents.
Organizations that need to work with digitally signed documents like contracts, agreements, and forms typically use Adobe Sign to streamline their document processes.
With Adobe Sign, you get various features and capabilities for your digital documents. Here are a few to show you what they can offer:
Sign your Documents Electronically
First on the list is their e-signature offering, which eliminates any need for printing out a document, physically signing it, and then scanning it back into a digital format. Adobe Sign provides many ways to sign a digital agreement. For example, users can type their name, draw their signature, or even sign a digital document with a digital certificate.
Distribute your Documents
The next feature from Adobe Sign that stands out is their capability to deliver documents via email that need to be signed. You could also send your documents through a web portal if you prefer. Either option allows you to send your contract to one or more recipients, which makes distributing agreements in bulk a breeze.
Track your Documents
With Adobe Sign, you can track your digital documents in real time. Many business teams use this feature to track where their digital documents are during any stage of the signing process. Adobe Sign also lets users see who has viewed and signed a digital document. Customers of Adobe Sign can also enjoy the benefit of receiving notifications during the document tracking process.
Create Templates for Future Use
Last on our short list of crucial features for choosing Adobe Sign is that their customers can create templates from documents. These templates can be reused regularly to streamline document creation of forms and agreements. Companies often use This feature to create and send out reliable documents for signing fast.
How does Adobe Sign Work?
Customers use Adobe Sign to help manage digital documents by allowing them to securely sign them electronically. For your benefit, we have provided a quick overview as to how Adobe Sign works in the real world.
Tell me About an Adobe Sign Salesforce Integration
It’s a powerful software integration that leverages the best features from Adobe Sign and Salesforce. If you did not know, Salesforce is the world’s leading customer relationship management (CRM) platform. When you combine Salesforce with Adobe Sign, your teams can streamline work processes and automate tasks that are a part of your document’s signing journey.
Essentially, Adobe Sign integrates effectively with Salesforce to help you create, distribute, track, and manage your documents that need signing capabilities. And you can do all of this within your Salesforce environment to improve the efficiency of your business teams.
As you can imagine, when you ditch the physical signing process which includes printing documents and then scanning them back into a digital format, your business also gets to reduce paperwork for your staff and be more conscious towards the environment.
Converting to a fully digital signing process from end-to-end with a Salesforce Adobe Sign integration enhances customer experiences. Signees can conveniently view, sign, and submit documents online without having to print, scan, or even meet a member of your staff face-to-face in order to sign a document.
Can you Use Adobe Sign for Free?
This question depends on which application you are using. If you want to use the Acrobat Sign mobile app, then yes, it’s free for Android or iOS devices. You can use the Adobe Sign mobile app to perform business transactions when you need to be on the go.
On the other hand, Adobe Sign, as a full-featured service, is not free. You will need to contact Adobe’s sales team to get a price for your business plan or try their 30-day free trial plan. However, if you are looking for an answer right now as to how much you need to pay for signing solutions with Adobe, we can give you their Acrobat Pro prices, which include the following features at the time of writing this article:
Keep in mind that these features and prices could change at any time, so if you are interested in an Adobe Sign account, please check out their website for the latest information.
How do I install Adobe Sign in Salesforce?
How do I create an Adobe Sign template in Salesforce?
Select Agreement Templates from your Adobe Acrobat Sign for Salesforce Lightning page. Activate the New Agreement Template to create a new template.
What is the Adobe Sign for Salesforce CPQ?
It is a connector that allows you to add a button to the Salesforce CPQ app. You can use this button to generate a document and send it for signing directly from Salesforce.
Upgrade Signing Processes
Adobe Sign and Salesforce can take your signing processes to the next level, but if you are looking for an integration that can offer you more than just signing capabilities for your documents, take a look at Titan.
Titan can help you seal any deal with Salesforce e-signatures and deliver documents in minutes with everything tracked from your favorite CRM platform. More than that, Titan is a powerful no-code platform that can create custom agreements, online forms, web applications, surveys, and more! We integrate 100% with Salesforce data. Get in touch with us for more information.
We hope to see you soon!
Disclaimer: The comparisons listed in this article are based on information provided by the companies online and online reviews from users. If you found a mistake, please contact us.