Salesforce Guides - v21
Add a button to send your CPQ quotes directly from the quote page to Adobe Sign
If you use community portals, and want to provide signable documents
A component for the Community Cloud that allows a developer to embed the signature Templates into other Lightning components
If you didn't set up the Adobe Sign app for All Users
For generating batches of agreements based on user defined criteria
If you use Adobe Sign with Leads in Salesforce, you probably want to take a look at this
Align users in Adobe Sign groups based on Salesforce user profiles
If you send documents over 2MB, you will need this configured
"Push agreements" are transactions that are initiated external to Salesforce, like the agreements created by Widgets, and then are pushed in to Salesforce.
Settings to enable sending from Chatter or Salesforce1
► Page Layout configuration (Basic, Advanced and Lightning)
When you need to change your page layout to one of the other options
Support for the Adobe Sign for Salesforce integration v18 has ended as of March1, 2019
Product updates, security updates and technical support for Adobe Sign for Salesforce v18 has ended as of March 1, 2019
If you are on version 18 or older, please upgrade to the new package to ensure the continuation of support.
Word / PowerPoint
- Word or PowerPoint 2013 (Windows v15+)
- Word or PowerPoint 2016 (Windows v16+)
- Word or PowerPoint Online (365) – Using:
- Chrome v59+
- Firefox v53+
- Safari 9+
- Edge 38+
- IE 11+
- Word or PowerPoint 2016 (Mac v15.34+)
MS Dynamics CRM Guides (365, On-line and On-Premises)
SharePoint On-Premises 2013, 2016, and 2019 (classic UI only)
Support for the Adobe Sign for NetSuite integration v4.0 has ended
Due to a regression bug introduced when NetSuite updated their platform, technical support for Adobe Sign for NetSuite v4.0 and older has ended.
Please be sure to upgrade to v4.0.1 to ensure the continuation of functionality and support for this integration.