Adobe Sign Enhances Contract E-Signatures for Salesforce Customers
by Nathan Danes
posted on 10-18-2017
One of the biggest challenges for sales organizations is getting contracts from quote to close. This process can be long and delayed, slowing down sales cycles, particularly when these documents are paper-based. Other organizations, like governments, health care, and anyone with a partner, employee, or customer portal also face similar challenges and want the same experience as sales teams: A seamless, centralized way to sign and track critical documents.
To help businesses boost their productivity and get to revenue faster in a mobile-first world, today we announced the latest release of Adobe Sign with Salesforce. Now Adobe Sign works in new ways with Salesforce. It can be embedded directly into your email, linked with Salesforce CPQ, and can be added to Salesforce Community Cloud.
The new capabilities will be showcased at “The Five-Star Signature Lounge” in the Samovar Tea Lounge, Nov. 6 to 8, during Dreamforce 2017.
We’ve expanded our integrations in three new ways:
- Create a contract or other critical document in Salesforce CPQ and send it through Adobe Sign. Adobe Sign automatically adopts your preset signing process and workflows.
- You can now add Adobe Sign to your email clients when using the Salesforce integration.
- Customers, constituents, partners and employees can now sign documents right within your Salesforce Community Cloud portal, which is more efficient than old, email-based sales processes.
Brands like Groupon, NetApp, and Diners Club International have seen their signing cycle times reduced by up to 93 percent after integrating Adobe Sign e-signatures into their Salesforce transactions. Adobe Sign is Lightning ready, and works across Salesforce products including App Cloud, Community Cloud, Sales Cloud, and Service Cloud.
“We know that great experiences at every touchpoint are paramount in this mobile-first world,” said Gyre Renwick, VP of Lyft Business. “Adobe Sign and Salesforce help our teams be even more productive, and provide our customers with modern, paperless experiences that drive our business forward.”
This latest release automates document processes and signatures for Adobe customers using Salesforce anywhere, at any time. Anyone in your organization can send documents for signature right 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 you to manage e-signatures for contracts directly within Gmail and Microsoft Outlook. It shows up as a panel in your 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 your 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.
“Faster,” however, doesn’t come at the expense of compliance, transparency, and security. 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 the highest level authentication with e-signatures from Adobe.
Come visit us during Dreamforce
Adobe continues to innovate with e-signatures through Adobe Sign and its ecosystem partnerships with global leaders like Salesforce. The new capabilities are expected to be available in the fall. Learn more here and come visit us at the Samovar Tea Lounge in Yerba Buena Gardens from November 6 – 8!