Adobe Sign Streamlines Digital Agreements for Salesforce Customers
Managing sales agreements can be a time-consuming task. There are different types of agreements to create—including NDAs, contracts, and quotes—and manually routing them between buyer, seller, and everyone in between can be a disjointed experience. Adobe has solved this problem for Salesforce customers, helping them focus on what they do best—sell.
Today, we’ve reached a new milestone in the integration between Adobe Sign and Salesforce that will accelerate how sales teams can easily, securely, and more efficiently create and route digital agreements without leaving Salesforce. Worldwide brands including TiVo, Groupon, Diners Club UK, and Ceridian already use Adobe Sign as part of their existing Salesforce workflows to speed up their sales cycles and reduce frustrating delays in contract approvals.
Here’s what’s new and available today in Adobe Sign for Salesforce:
- Easy to set up agreement workflows. It’s now easier than ever for sales teams to set up Adobe Agreement Templates. Agreement Templates allow you to set up repeatable, one-click signing processes that select the correct document, add desired recipients, merge Salesforce data like names, product info and prices into a document for signature, map data collected from a document (ex. address, PO number, note to seller) back to Salesforce, and apply your organization’s business rules. The streamlined set-up process makes it easier than ever to initiate an Agreement Template. Agreement Templates can be used to send an agreement from anywhere in Salesforce, including from a Lightning Component, workflow, or custom button.
- Enhanced compliance with government ID verification. Now sales teams can verify the authenticity of the signer via their government issued ID before they can access and sign sensitive or confidential documents. Signers simply use their smartphone to scan a driver’s license, ID card, or passport to verify their ID.
- New Web forms for Community Cloud. Adobe Sign already works seamlessly across Salesforce including Sales Cloud, Service Cloud, and Community Cloud. Community Cloud now features new Web forms powered by Adobe Sign, allowing customers to quickly access and sign agreements
- Add form fields and payments via the new Salesforce CPQ connector. Sales reps can now immediately generate documents for signature, or initiate new downstream activities like invoicing, order fulfillment, customer on-boarding, and even payment collection.
- Generate and assemble documents on the fly with Salesforce data. You can map data directly from any Salesforce object—such as Account, Contact, and Opportunity—into your agreements to be signed. Collect more than just signatures by including form fields in the document that can send data back to Salesforce. Adobe Sign for Salesforce also integrates with the likes of Apttus, Conga, and most recently, Nintex for additional document generation needs related to managing contracts.
The new advancements in Adobe Sign for Salesforce offer a better user experience and enhanced compliance, allowing sales teams to focus on relationship-building, selling, and revenue, not the manual, administrative tasks normally associated with creating agreement documents. Learn more about today’s update here.