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The Adobe eSign Solution Pack

Install the Adobe eSign Solution Pack (link)

Adobe Document Cloud eSign Services® for Salesforce® must be installed and configured in your target environment.

Adobe Document Cloud eSign Contract

The Adobe Document Cloud eSign Contract solution provides a way to send a simple contract to a single recipient for electronic signature. It merges data from an Opportunity, as well as its related Opportunity Line Items, into a Word® document that is converted to a PDF file upon merging. The contract template includes sample payment terms and terms and conditions that can be easily replaced with language specific to your organization. The default recipient is the Opportunity's Primary Contact, but the contract can be sent to anyone.

Data

Fields from the Opportunity, Account, Opportunity Line Item, User, Primary Contact, and Organization

Template

Word template converted to PDF output (&DefaultPDF)

Word template includes Adobe text tags for the recipient's signature and the date signed

Features

Output file name includes Opportunity Name and today's date (&OFN)

Adobe eSign Services agreement name includes Opportunity Name (&ESAgreementName)

Adobe eSign Services recipient is defaulted to Opportunity Primary Contact (&ESRecipient1)

Adobe eSign Services agreement signature type is defaulted to 'e-Signature' (&ESSignatureType)

Adobe Document Cloud eSign Quote

The Adobe Document Cloud eSign Quote solution provides a way to send a basic quote to a single recipient for electronic signature. It merges data from an Opportunity, as well as its related Opportunity Line Items, into a Word document that is converted to a PDF file upon merging. The default recipient is the Opportunity's Primary Contact, but the quote can be sent to anyone.

The Adobe Document Cloud eSign Quote solution provides a way to send a basic quote to a single recipient for electronic signature. It merges data from an Opportunity, as well as its related Opportunity Line Items, into a Word document that is converted to a PDF file upon merging. The default recipient is the Opportunity's Primary Contact, but the quote can be sent to anyone.

Data

Fields from the Opportunity, Account, Opportunity Line Item, User, Primary Contact, and Organization

Template

Word template converted to PDF output (&DefaultPDF)

Word template includes Adobe text tags for the recipient's signature and the date signed

Features

Output file name includes Opportunity Name and today's date (&OFN)

Adobe eSign Services agreement name includes Opportunity Name (&ESAgreementName)

Adobe eSign Services recipient is defaulted to Opportunity Primary Contact (&ESRecipient1)

Adobe eSign Services agreement signature type is defaulted to 'e-Signature' (&ESSignatureType)

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