One tree One life
USA
Salesforce, Adobe Sign, Salesforce Lightning
Education
The basic objective of the client was to generate the document from the salesforce and get it e-signed from the customers.
We had integrated Conga Composer (which enables Salesforce customers to customize, streamline and scale their document generation and reporting for unlimited use cases) in their salesforce system. It enabled to create and distribute documents in Word, PowerPoint, Excel, HTML email and PDF forms using data from any Salesforce object.
Later on, the client needed the following changes
Following were the challenges we had faced during the execution of the above changes.
Conga sign charged separately, but the client had budget issues
Box integration was to be utilized by adding a few parameters but it didn’t omit user arbitration. There was a need for third-party tools
Addressing reminders and passing agreement clear up by adding more fields and more code again be deficient
Congo Composer submitted data only in MBs
Achieve public URL’s for downloading or signing a doc
After studying and analyzing the challenges & requirements, we came to a conclusion to carry out Adobe Sign over Conga Composer.
With the integration of Adobe Sign, the main objective of agreement signing functionality was successfully achieved. Adobe could preserve date and status for all the steps automatically like ‘Document sent to user’, ‘Signed by user’, ‘Canceled by the user’, ‘Document created but still not sent’
Agreements were able to address to the user internally by avoiding admin arbitration. For instance: When a new account was created, then the agreement was sent to the related account’s email
User can -
Set the base agreement and merge the similar statistics dynamically
Set the expiration date and reminder for the document
Get the public URL in a mail
Dynamically set the recipient of the agreement
After signing or canceling, analogous input can be saved back to the salesforce
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Our detailed and accurate research , analysis, and refinement leads to a comprehensive study that describes the requirements, functions, and roles in a transparent manner.
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We have a well-defined, robust, and secure launch criteria that offers us a successful implementation clubbed with detailed testing, customer acceptance and satisfaction.
SPEC India successfully implemented Adobe sign integration with the salesforce solution which helped the customers with more compatibility functionality. It benefited them in the following ways:
Efficiency was increased by 60%-70%
Reduced document signing errors
Track document/agreement status and even audited the complete tracking when sent, delivered and signed
Downloading and signing public URL can be accessed from the third-party portal
Facilitated with Bulk send, Bulk Cancel, Bulk Delete features
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