Go Green One tree
One life

Client's Business Goals

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

  • Business agreements must be signed by campaigns.
  • Place signed business agreements in Box.
  • Omit user Arbitration and send agreements precisely.
  • Address reminders of agreements.
  • Pass the agreements after a certain time.
  • Needed public URL for signing doc or downloading doc to hold in email


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

Our Solution

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


Similar Project Idea?

Unleash the Potential of Salesforce with our salesforce Developers Showcasing Technically Superior Skills.

Submit Request

Technologies & Tools

Adobe Sign

Our Process


Our detailed and accurate research , analysis, and refinement leads to a comprehensive study that describes the requirements, functions, and roles in a transparent manner.


We have a team of creative design experts who are apt at producing sleek designs of the system components with modernized layouts.


Our programmers are well versed with latest programming languages, tools, and techniques to effectively interpret the analysis and design into code.


Quality is at the helm of our projects. We leave no stone unturned in ensuring superior excellence and assurance in all our solutions and services.


We have a well-defined, robust, and secure launch criteria that offers us a successful implementation clubbed with detailed testing, customer acceptance and satisfaction.

Business Benefits

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


Looking For Something Similar?

We have worked with some of the best innovative ideas and brands in the world across industries.

Connect With Us