Contract lag loses deals. Acrobat Sign for Salesforce lets AEs generate and send agreements from the CRM using Opportunity, Account, and Contact data.
Configuring one-click signature workflows
1. Install the AppExchange package
From Salesforce AppExchange, install Adobe Acrobat Sign for Salesforce for the right user set. Review permission sets carefully — “all users” is not always the right first step.
2. Connect tenants
Open the Acrobat Sign admin tab in Salesforce, choose Connect to Adobe, and authenticate with a Sign admin account.
3. Agreement templates
- Choose the source object (Opportunity, Account, Contact).
- Attach the master document from secure storage.
- Map Salesforce fields to document tags (for example Opportunity Amount → contract total).
4. Lightning action
Add Send for Signature (or your custom action) to the Opportunity page layout via Lightning App Builder.
Salesforce Opportunity → Send for Signature → Merge Account / Opportunity fields → Generate PDF → Acrobat Sign send API
Operating tip for Malaysia teams
Align template languages (EN/BM), tax fields, and filing libraries with Finance before sales enablement rollout. Pair completed agreements with SharePoint or Salesforce Files retention rules.