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Adobe Sign

Empowers SalesExec users to send, track, and manage e-signature agreements as part of their sales workflow.

Source Type:
E-Signature Provider

Delivery Format:
OAuth, API

Integration Type:
E-Signature Workflow

Website:
Adobe Sign Website

Overview

The Adobe Sign integration empowers SalesExec users to send, track, and manage e-signature agreements as part of their sales workflow. Users can select mapped library documents, merge lead data into agreements, and send them to recipients for signature. The integration supports multi-participant workflows and tracks agreement status in real time, ensuring a seamless and compliant digital signing process.

How It Works
  • When enabled, SalesExec connects to Adobe Sign using OAuth authentication.
  • Users select a mapped library document and initiate an agreement from a lead record.
  • Merge fields are automatically populated from lead data.
  • The agreement is sent to recipients for e-signature via Adobe Sign.
  • Status updates and signed documents are tracked and managed within SalesExec.
  • All agreement activity is logged for compliance and reporting.
Benefits
  • Streamlined E-Signature Workflows: Send agreements for signature without leaving SalesExec.
  • Automated Data Merge: Populate agreements with lead data using mapped merge fields.
  • Real-Time Status Tracking: Monitor agreement progress and completion within SalesExec.
  • Multi-Participant Support: Manage complex signing workflows with multiple recipients.
  • Secure and Compliant: OAuth authentication and full activity logging ensure security and compliance.
Auth and Settings
Setting Description
OAuth Token Secure token for authenticating with Adobe Sign (managed by SalesExec).
Account Record Adobe Sign account record managed in SalesExec.
Document Mappings Mapped library documents and merge fields for agreement creation.
Data Exchange
Outbound (SalesExec → Adobe Sign)
Action / Endpoint Description
POST /accounts Creates a new Adobe Sign account when enabling the integration.
PUT /accounts/{id} Updates the account status or configuration.
POST /Leads/{leadGuid}/Agreements Creates a new agreement for a lead.
POST /Leads/{leadGuid}/Agreements/Resolve Finalizes an agreement with participant and merge field data.
GET /Leads/{leadGuid}/Agreements Lists agreements for a lead.
POST /Leads/{leadGuid}/Agreements/{agreementSnapshotGuid}/Refresh Refreshes agreement status.
GET /MappedLibraryDocuments Lists mapped library documents.
PATCH /MappedLibraryDocuments/{id} Updates a document mapping.
GET /MappedLibraryDocuments/{id}/Fields Lists merge fields for a document.
PATCH /MappedLibraryDocuments/{id}/Fields/{fieldId} Updates a merge field mapping.
GET /MappedLibraryDocuments/{id}/Participants Lists participants for a document.
POST /MappedLibraryDocuments/{id}/Participants Creates a participant.
PATCH /MappedLibraryDocuments/{id}/Participants/{participantId} Updates a participant.
DELETE /MappedLibraryDocuments/{id}/Participants/{participantId} Deletes a participant.
Inbound (Adobe Sign → SalesExec)

No inbound webhooks; all agreement status and document retrieval is managed via polling and API calls from SalesExec.

Agreement Fields
Field Description
Agreement Name Name of the agreement sent for signature.
Lead GUID Unique identifier for the SalesExec lead.
Sender User Account User initiating the agreement.
Library Document GUID Identifier for the mapped Adobe Sign document.
Merge Fields List of fields merged from lead data.
Participants List of recipients for the agreement.
Agreement Status Current status (sent, signed, completed, etc.).

Note
All agreement creation, resolution, and status tracking is managed within SalesExec. No direct field mapping to leads is required beyond merge fields for document population.

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