◆ Acrobat · edit

Close Concept Approvals

Clients approve concepts slowly when they’re unsure how decisions affect costs and schedule. Advise one framing techni…

1ready prompt
1real task
1role

When to use it

real situations

AI prompts

1 way to ask · copy any one
DBecome — “help me grow”Clients approve concepts slowly when they’re unsure how decisions affect costs and schedule.…+
Clients approve concepts slowly when they’re unsure how decisions affect costs and schedule. Advise one framing technique and one package structure that consistently helps clients pick a direction at first presentation, including which physical samples or visuals to always include and which to hold back until confirmation.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.

How to do it

the tool · the steps · what to avoid
  1. 1

    Open your PDF document in Adobe Acrobat.

  2. 2

    Click All Tools in the left pane.

  3. 3

    Select Request e-signatures from the tools list.

  4. 4

    In the Request signatures window, add the email addresses of the people who need to sign.

  5. 5

    Click Specify where to sign (or similar) to place signature fields as needed.

  6. 6

    Click Send to send the document for signature.

  7. 7

    Monitor the status of your document in the Home or Manage tab.

    Best practiceRecipients do not need an Adobe account to sign; they can sign via the email link in any browser.

desktop

none

Glossary

words on this page
E-signatureA way to sign documents online instead of with a pen.ExampleYou type your name or draw your signature on an online agreement and submit it.
RecipientThe person who receives the document and needs to sign it.ExampleThe recipient opens the email to find the document waiting for their signature.
Signature fieldA special box on a document where a person can type or draw their e-signature.ExampleClicking the signature field on the online form allows you to type your name.

The real tasks

the one, listed here
I want my concept presentations to close approvals more often so we don’t drift into endless revisions.

Who does this

1 role
Interior Designer

FAQ

about this task
  • Double-check all recipient email addresses for typos before sending.
  • Ensure every document attached has a signature field for each signer.
  • Ask your IT department to add adobesign@adobesign.com to your email system's safe list to prevent spam filters from blocking requests.
Signing OrderDescriptionBest For
SequentialSigners receive the document one after another, in a specific order.Hierarchical approvals where one person must approve before the next.
ParallelAll signers receive the document at the same time and can sign in any order.Approvals where the order does not matter, like team feedback.

Adding authentication, like an email or SMS code, makes your e-signature requests more secure. It helps confirm that only the correct person can sign the document. This is very important for agreements that are high-value or contain sensitive information, giving you extra proof of identity.

Yes, if you send many documents for approval, you can automate this using the Acrobat Sign API. This means your computer systems can talk directly to Acrobat Sign. You would use the API to define the agreement details and attach your files. The API then gives you an ID to track each approval. This saves time and reduces manual work for frequent tasks.

The most common reason an e-signature request 'didn't work' is that a document was sent without a signature field. If a recipient cannot find a place to sign, they cannot complete the request. Always check that every attached document has the necessary fields before sending.

Sources

where this comes from
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