The [client] signed the term sheet and wants the services agreement sent for e-signature by [deadline=Friday]. Use the…
Go to the Adobe Acrobat Sign admin console.
Select Account from the left navigation menu.
Click Integrations to view available business application connectors (e.g., Microsoft, Salesforce, Workday, Marketo).
Choose the application you want to connect (e.g., Salesforce, Microsoft Power Automate, etc.).
Follow the on-screen instructions to authenticate and authorize Adobe Sign with the selected application.
CautionYou must have admin privileges in both Adobe Sign and the target application to complete integration.
Configure integration settings as prompted (e.g., select which workflows, users, or document types to enable).
Save your integration settings.
Test the connection by sending a sample document for signature through the integrated application.
Best practiceFor Salesforce and Microsoft integrations, you can map dynamic fields from your business records directly into Adobe Sign agreements for automated population and routing.
Integrations are managed in the Adobe Acrobat Sign admin console under Account > Integrations. Each supported application (e.g., Salesforce, Microsoft Power Automate, Workday) has a dedicated connector with guided setup.
Adobe Sign also provides REST APIs for custom integrations. Refer to the Adobe Sign API documentation for authentication, endpoint details, and workflow automation.
When Acrobat Sign is linked to Salesforce, your sales team can send contracts for signature directly from Salesforce and see when clients sign them. This saves time, keeps all documents in one place, and helps track deals easily.
Before you connect, make sure you have an Acrobat Sign account and permission to add apps to your Teams workspace. You may also need admin approval, so check with your IT department if you're unsure.
Yes, you can connect Acrobat Sign to both Salesforce and Teams if your company uses both. This lets you send, sign, and track documents in whichever tool you prefer, making your work more flexible.
Acrobat Sign is made by Adobe and is known for being secure and easy to use. Other e-signature tools may have different features or pricing, but Acrobat Sign is trusted by many companies and works well with Salesforce.
Connecting Acrobat Sign to Teams lets you send and track documents for signature right inside your chat or channel, so you don't have to switch to email. This makes the process faster and keeps your team updated in one place.