3 Adobe Sign Integrations in Microsoft That Make Your Job Easier
Seamlessly access Adobe tools within the Microsoft applications you use every day.
by Doug Thompson
posted on 04-24-2018
You’d think reaching an agreement with a new hire, or finally getting the deal you wanted with a new vendor, was the hard work. The easy part should be executing the contracts. Unfortunately, complicated document workflows often get in the way of the agreements actually getting done — so we’ve been working with Microsoft to integrate Adobe Document Cloud with Microsoft apps to help make it easy for you to sign, share, and store these important docs.
Here are three of our favorite integrations:
Share and sign seamlessly with Microsoft SharePoint
Where does your organization store documents?
Many organizations use SharePoint for internal document storage and sharing. With the Adobe Sign and Microsoft Office 365 integration, there’s no need to download your PDF contract, upload to email, and send. Just select the document and submit for signature from the Adobe Sign menu integrated into SharePoint.
This process gives you 100 percent digital visibility. You can send reminders along the way and see where people are in the process — when they received the document, if they’ve signed it, or if they’ve just looked at it.
Everyone involved in the signing process gets a link to the document and can view and sign from anywhere, and on any device. The best part? When the document is signed and sent back, it’s automatically updated in SharePoint. No need to go digging for it in your email to reupload or keep asking people if they sent it — you will know.
Our integration brings together the best of Adobe and Microsoft tools for teams. Whether you’re collaborating on documents in Adobe Acrobat or getting a signature for a brief, your team can now exist cross-functionally in one environment.
Making it easy for sales teams who use Microsoft Dynamics
Microsoft Dynamics is for enterprise resource planning and customer relationship management, often used by sales teams to correspond with and send contracts to leads.
Adobe Sign is integrated into Dynamics 365, so sales people can send a contract to a client by simply opening Dynamics, going into the “opportunity,” and initiating an agreement.
Prospect information is filled in automatically, and the salesperson can merge other data, such as pricing, without having to manually enter it in. Click send, and the prospect will get the agreement via email, which they can sign on any device.
The best part is the sales team doesn’t have to learn a new interface — they’re using an existing interface that they’ve always used. And because we’ve digitized the whole contracting process, they don’t have to worry about analog processes, and the customer doesn’t have to do that either.
Integrating Adobe Sign with Microsoft Dynamics simplifies and speeds up the sales process while improving the customer experience. Sellers can spend more time interacting with prospects, rather than getting bogged down with paper agreements and contracting processes.
Use Adobe Sign within the email app most of us use everyday
Microsoft Outlook is one of, if not the most-used email app for companies worldwide. With Adobe Sign integrated into Outlook, it’s simple to attach and send files for electronic signatures but also other actions such as:
- Requesting confirmation that the document was read.
- Requesting confirmation that the document was received, also known as “Certified Delivery.”
- Requesting approval for the document’s content.
The last action is particularly useful when sending contracts to other people in your organization who may have input or need to approve documents before sharing them externally. And with each action, the sender receives a notification.
By combining the power of Microsoft applications and Adobe tools, users across enterprises can have greater visibility and simplified workflows. By working together, Microsoft and Adobe make it easier for organizations and teams to do their jobs successfully.
Thanks to Saurabh Khurana for his contributions to this article. Learn more about Document Cloud and Microsoft integrations that can simplify your workflow.
Topics: Future of Work
Products: Sign, Acrobat, Document Cloud