93 percent of respondents said Adobe Sign outperformed their initial expectations for delivering real business benefits. After selecting the files from the source location, click the Add Files button in the lower right corner, 4. Adobe is committed to providing safe and secure product experience for our customers by adhering to the latest industry standard security protocols. The Adobe Sign add-in seamlessly integrates with Salesforce so your sales teams can send, track, By integrating Apttus with Adobe Sign, customers can streamline the Quote-to-Cash process, improve responsiveness, and eliminate errors. Adobe Sign is a tightly integrated application for Salesforce that facilitates the process of obtaining a signature or approval for any documentation that requires … November 2017 Adobe Sign and Salesforce Solution Brief Speed up the sales cycles and reduce frustrating delays in the contract approval process by adding . Includes all admin access as well as access to all org data. ○ Mobile users will need to upgrade to the latest version of the Adobe Sign app for iOS & Android. Recipient– Displays the individual recipient as defined by the Recipient Type. The overall process of sending documents for signature closely follows the same process as sending an email, so adoption is quick and easy for most users. Workflow designer. In a recent TechValidate survey of Adobe Sign Salesforce integration users, 89 percent rated Adobe Sign as better than average at delivering ROI in comparison to all of the apps they use in their CRM. 1. Adobe Sign is Lightning-ready and integrates into the Salesforce … Download page Apttus Adobe Sign Services on Salesforce Spring 2020 Integration Guide. You must have at least one, but multiple recipients are supported. Selecting a region changes the language and/or content on Adobe.com. The library template is shared in a manner that encompasses the viewer. When multiple documents are attached, they will present to the Recipients in the order you list them. Recipient Type – This drop down option allows you to select from the Salesforce lookup fields that can be Recipients: • User – Any User of Salesforce within your Salesforce Org. o Written Signature will deliver the agreement with a cover page and instruction to print, sign and upload the agreement back to Adobe Sign. If Recipients need individualized instructions, use the Private Message in the Recipient section, 3. The Adobe Sign add-in seamlessly integrates with Salesforce so your sales teams can send, track, and sign contracts—anywhere, on any device—without leaving the Salesforce apps your teams use every day, including Sales Cloud, Service Cloud, Community Cloud, Salesforce CPQ and more. Use APIs to create custom applications for your teams, partners and customers. This document describes the user process using Adobe Sign for Salesforce version 20 with both the Salesforce Classic Profile and the Salesforce Lightning Profile using the Adobe Sign Lightning page layout (the default page layout for version 20). The Adobe Sign for Salesforce integration package is available from the Salesforce AppExchange. Includes all admin access as well as access to all org data. 4. X-Author for Contracts 2.0 on Salesforce Summer 2020 User Guide X-Author for Contracts Feature By Release Max Apttus Adobe Sign Services on Salesforce Spring 2020 Integration Guide Contract Management on Salesforce Spring 2020 User Guide Adobe Sign enables you to create, send, sign, track and file agreements quickly & securely right in Salesforce. However, your Salesforce Administrator may customize the processes for you to further automate your interaction, and thereby change the processes described herein. 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