Adobe Sign SuiteCRM user guide

Navigate to module “Adobe Sign” and click “Send Doc for Signature”. You will have 2 options to send the document for signature.

Adobe Sign from SuiteCRM

The “Send Adobe Sign Template” list would show you the list of Adobe Sign templates that you have created in your Adobe Sign account. You may choose the desired template and send it to Accounts/Contacts/Leads/Prospects

The “Send External File” lets you send document stored locally to Accounts/Contacts/Leads/Prospects

You may choose “Add Signer” to send it to anyone other than the CRM entity by simply providing the name and email address.

“Add Signer from CRM” would be the CRM entities (Account/Contact/Lead/Prospect) who would be signing the documents.

“Add Cc” would be the entities who will be kept in the Cc for the reference of the document that would be sent for signature.

“Add Cc from CRM” would be the CRM entities (Account/Contact/Lead/Prospect) who will be kept in the Cc for the reference of the document that would be sent for signature.

Adobe Sign for SuiteCRM

The email gets sent out to the signers for signature.

Adobe Sign for SuiteCRM

The Signer opens the link to sign the document.

Adobe Sign for SuiteCRM

As the document is viewed or signed, the Activities are being logged in the CRM under the “Adobe Activities” subpanel and AS Document Envelope and the Status of the Document gets updated as it gets completed.

Adobe Sign for SuiteCRM

Note : Signed document gets saved as a Notes Attachment in CRM which is related to the Document Envelope.

Adobe Activities Subpanel: Lists the activities (Viewed/Signed) happened for the document packet by each signer.

Adobe Sign for SuiteCRM

Signers Subpanel : Lists the entities involved with the document for Signing and Cc.

Adobe Sign for SuiteCRM

Module list “Adobe Sign” : Show all the list of the documents sent for signature.

Adobe Sign for SuiteCRM

Adobe Sign Fields Mapping

Map the CRM module fields -> to -> Adobe Sign and Adobe Sign -> to -> CRM.

Adobe Sign for SuiteCRM

Create a mapping of Adobe Sign Template roles to the CRM modules with fields to be parsed from CRM to Adobe Sign.

Adobe Sign for SuiteCRM

Create a mapping of Adobe Sign Template roles to the CRM modules with fields to be parsed from Adobe Sign to CRM.

Adobe Sign for SuiteCRM

Send Adobe Sign Template and by selecting the template, mapping and modules.

Adobe Sign for SuiteCRM

The “Participant 1” received the document for signing with the values populated from CRM’s record.

Adobe Sign for SuiteCRM

The “Participant 1” completes the document by filling up the fields and signing.

Adobe Sign for SuiteCRM

The “Participant 2” received the document for signing with the values populated from CRM’s record.

Adobe Sign for SuiteCRM

The “Participant 2” completes the document by filling up the fields and signing.

Adobe Sign for SuiteCRM

The “Participant 1” & “Participant 2” record in CRM gets updated by the inputs provided during the signing process.(Once the status gets updated via Scheduler or manual).

Adobe Sign for SuiteCRM

Sending Options Available on Accounts/Contacts/Leads/Prospects.

“Send CRM PDF Templates” : Choose the CRM PDF Template, which gets parsed and sent for the signature. You can add the Signature box in your template where you want the Signature to be placed.

Use {AS_BOX}, {AS_INITIAL}, {AS_ASSIGNED_USER_BOX} ,{AS_INITIAL_ASSIGNED_USER}, {AS_CURRENT_USER_BOX}, {AS_INITIAL_CURRENT_USER} variables in your PDF Template for capturing the signature on the document.

“Send Adobe Sign Template” : List of Adobe Sign templates would be shown and will be available to send for signatures.

“Send External File” : Browse local file and send it for signature. Supported file types, .doc, .docx, .pdf

Adobe Sign for SuiteCRM

Sending Option Available for Quotes and Contracts.

“Send CRM PDF Templates” : Choose the CRM PDF Template, which gets parsed and sent for the signature.

Adobe Sign for SuiteCRM

You can add the Signature box in your template where you want the Signature to be placed. Followings are the variables in your PDF Template for capturing the signature on the document.

(1) {AS_BOX}: This variable is used for capturing the signature of the client.

(2) {AS_INITIAL}: This variable is used for capturing the initial of the client.

(3) {AS_ASSIGNED_USER_BOX}: This variable is used for capturing the signature of the assigned user of the CRM record.

(4) {AS_INITIAL_ASSIGNED_USER}: This variable is used for capturing the initial of the assigned user of the CRM record.

(5) {AS_CURRENT_USER_BOX}: This variable is used for capturing the signature of logged in user of the CRM.

(6) {AS_INITIAL_CURRENT_USER}: This variable is used for capturing the initial of logged in user of the CRM.

Adobe Sign for SuiteCRM

The sent Quote/Contract using the CRM PDF template with signature box would be parsed on Adobe Sign, as shown below.

Adobe Sign for SuiteCRM