Salesforce and Adobe Sign

E-Sign from within Salesforce

What

Select a document from with Salesforce Files or Attachments. Send it out for electronic signature through Adobe Sign (formerly echosign).

Leverage Adobe Sign's ability to capture signer data with custom fields and write that data back to Salesforce.

Why

With Adobe Sign and Salesforce together, you can automate your contract process and make it easier for your sales teams to get documentation signed. 

Your customers and clients also benefit from Adobe Sign because they will receive automatic notifications of counter signatures and reminders of signature requests.

How

​Adobe Sign offers an AppExchange package that will enable your administrator to connect the two systems. We recommend BlueFire professional services to get you up and running and to train your administrator on how to make changes.

If you have more complex requirements, such as embedding electronic signatures within your own unique process, BlueFire has proprietary Apex Code that can be adapted for your needs.