Hello Steve, may i know how did u get the signature fields auto populated while signing the document. for me its not working like that, i'm supposed to drag and drop the fields with the help of "preview & add signature fields" checkbox which is been above the send button. i really want to skip that step as you do. Please help me with this
would be really nice if adobe would support dynamic field lengths. the main complaint we receive is the extra white space around variables and you can't underline the variable field. in your example at 5:15, the white space i'm referring to is around the city, state & zip.
I definitely agree, this is tough to do with any eSignature tool as the signature and data capture is added as a layer over the top of the underlying document. As such, Adobe Sign can't edit a document during a signature transaction. Adobe has just launched the Doc Gen API which will solve this issue though: www.adobe.io/apis/documentcloud/dcsdk/doc-generation.html
The recipient has been configured as part of the Agreement Template. In Adobe Sign for Salesforce, if you click "Agreement Template" and edit or create a new template. Then you need to click on the "Recipients" tab and I have chose recipient 1 to always be "Opportunity Primary Contact Role". This will add the primary contact to be the first signer. For more information see our Integration Reference Guides here: helpx.adobe.com/uk/sign/using/integration-guides.html Hope this helps!
Why do we have only a decline option? We should have a collaborative discussion with both parties for the purpose of clarification before final sign off or decline.
Hi Ijeoma, this is an interesting idea. Adobe Sign has always been designed to be at the end of a contract process. Adobe already has comment and review capabilities built into Acrobat and Document Cloud. What you'd need is some trigger to detect the decline of a document in Adobe Sign, and that could automatically start a Document Cloud comment and review session with all participants of the agreement. That way you can red line, comment, strikethrough parts of a contract and get the final version ready for signature.
Hi Vitaly, I am not sure I understand your question. You can configure what data is merged on to an agreement using the Data Mapping and Merge Mapping screens in Adobe Sign for Salesforce. More info can be found here: helpx.adobe.com/uk/sign/using/salesforce-data-mapping-templates.html
Hi sorry for the delay in replying, here's the config: /apex/echosign_dev1__AgreementTemplateProcess?masterId={!Opportunity.Id}&templateId=YOURTEMPLATEID
The button code has changed for Adobe Sign for Salesforce v22: {! URLFOR('/apex/echosign_dev1__AgreementTemplateProcess?templateId=YOURTEMPLATEID', null, [masterId=Opportunity.Id]) }
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Hello Steve, may i know how did u get the signature fields auto populated while signing the document. for me its not working like that, i'm supposed to drag and drop the fields with the help of "preview & add signature fields" checkbox which is been above the send button. i really want to skip that step as you do. Please help me with this
would be really nice if adobe would support dynamic field lengths. the main complaint we receive is the extra white space around variables and you can't underline the variable field. in your example at 5:15, the white space i'm referring to is around the city, state & zip.
I definitely agree, this is tough to do with any eSignature tool as the signature and data capture is added as a layer over the top of the underlying document. As such, Adobe Sign can't edit a document during a signature transaction. Adobe has just launched the Doc Gen API which will solve this issue though: www.adobe.io/apis/documentcloud/dcsdk/doc-generation.html
Hi steve, could you tell me that, how you are setting the recipient automatically while creating an agreement?
The recipient has been configured as part of the Agreement Template. In Adobe Sign for Salesforce, if you click "Agreement Template" and edit or create a new template. Then you need to click on the "Recipients" tab and I have chose recipient 1 to always be "Opportunity Primary Contact Role". This will add the primary contact to be the first signer.
For more information see our Integration Reference Guides here: helpx.adobe.com/uk/sign/using/integration-guides.html
Hope this helps!
Why do we have only a decline option? We should have a collaborative discussion with both parties for the purpose of clarification before final sign off or decline.
Hi Ijeoma, this is an interesting idea. Adobe Sign has always been designed to be at the end of a contract process.
Adobe already has comment and review capabilities built into Acrobat and Document Cloud. What you'd need is some trigger to detect the decline of a document in Adobe Sign, and that could automatically start a Document Cloud comment and review session with all participants of the agreement.
That way you can red line, comment, strikethrough parts of a contract and get the final version ready for signature.
Does the Services is added automatically from Salesforce to this doc?
Hi Vitaly, I am not sure I understand your question. You can configure what data is merged on to an agreement using the Data Mapping and Merge Mapping screens in Adobe Sign for Salesforce. More info can be found here: helpx.adobe.com/uk/sign/using/salesforce-data-mapping-templates.html
@@SteveWalkerWeb thank you!
Hello Steve, Amazing video on Adobe Sign, can you please share button URL/config for "Adobe sign Send button"
Hi sorry for the delay in replying, here's the config: /apex/echosign_dev1__AgreementTemplateProcess?masterId={!Opportunity.Id}&templateId=YOURTEMPLATEID
The button code has changed for Adobe Sign for Salesforce v22: {! URLFOR('/apex/echosign_dev1__AgreementTemplateProcess?templateId=YOURTEMPLATEID', null, [masterId=Opportunity.Id]) }