Adobe Sign Integration
A complete SuiteCRM and Adobe Sign integration
Adobe Acrobat Sign for SuiteCRM helps us shorten sales cycles, increase close rates, increase productivity, and reduce paper waste, resulting in savings of time. Adobe Sign is an easy and fast way to get documents signed. The process is simple: fill out a form and sign it with mobile signatures, typed signatures, handwritten mouse signatures, and more. Provide the names and emails of signers. Customize the data collection fields and send an email to all parties. They can also sign on to your website. Signers are guided on how to sign and they can do it using their iPhone or iPad. Thus, you can create a legally binding contract and safely store it in your archive.
Track all the documents sent for signature with the intuitive AS-Activities Dashboard with gives an instant update as the document gets viewed or signed.
The SuiteCRM and Adobe Acrobat Sign integration allow you to send the documents and templates for signature directly from CRM. Send your Contracts, NDAs, and Agreements and have them signed by your customers online. The integration allows the documents and templates to be sent to Accounts/Contacts/Leads/Prospects/Users/Quotes and Contracts.
Multiple User support
Configure the integration to use one AdobeSign account for all the users OR users can configure their own AdobeSign account for sending the documents for signature. Gives an option to the organization to choose the best mode of operation.
Sync Adobe Sign Templates to SuiteCRM
Get all the Adobe Acrobat Sign templates available in SuiteCRM automatically for sending out documents dynamically. Users will have their own templates along with the ones which are being shared with them. Simply set up the scheduler to get the Adobe Sign templates available in SuiteCRM for all the configured users.
Bi-directional template fields mapping
Create a mapping for Adobe Sign Template fields with the CRM fields and vice versa, and get the values parsed from SuiteCRM to Adobe Sign and Adobe Sign to SuiteCRM. Giving the flexibility to the recipient to verify and update the information before signing, keeping your CRM data up to date at the same time.
Documents & PDF Template for signature
Get relieved from physically sending contracts for signature. you can upload and send documents and PDFs to your customers from within SuiteCRM. The SuiteCRM AdobeSign integration feature works on Accounts, Contacts, Leads, Prospects, Quotes & Contracts modules. In addition, to send documents and PDFs from your system, this integration also allows you to send PDF templates through modules for signature by letting you select templates from the PDF template module. Use the placeholder on the PDF Template record to capture the signature.
Track Document Status in SuiteCRM
Track the documents sent for signature from their inception till it gets signed. The Adobe Sign module saves all the necessary information for the document that is sent out for signature. The Adobe Sign records also get assigned to the CRM modules (Account/Contact/Lead/Prospect/Quotes & Contracts) to whom the document was addressed. Beneath all the supported modules the Adobe Sign subpanel would be shown, for better reference and quick accessibility.
Get Realtime Updates
Get the instant updates of the documents sent for signature, Get all the activities logged in CRM and shown directly on the Adobe Activities dashboard. Get real-time updates as signers view and sign the document. The Adobe Sign Chart dashboard lets you view at a glance the documents in their various stages (Out for signature / Signed / Declined)