It is possible to integrate Workbooks with Adobe Sign allowing you to send Workbooks PDFs to a set of people to obtain a digital signature. The signed agreement is automatically stored in Workbooks against a Task record.

Opportunities or any Transaction Record Type (Quotations, Orders, Contracts etc) can be configured for use with the integration. Activities are created to track the status of the agreement in Adobe Sign and automatically update as the agreement progress through to signature.

Prior to using this integration, you must contact Adobe to purchase the correct number of user licences. Pricing does vary based upon how many documents you will need to send. This integration requires the Adobe Enterprise licence level to support all features outlined on the following pages.

It is possible to set up a Workbooks PDF so that the signature block (and other interactive form fields) are automatically placed in the relevant location on the PDF, minimising the need for manual intervention when sending out a new agreement for signature. These fields can be configured to write back to Workbooks to capture useful information during the signing process. Whilst this is possible to achieve yourself, our Professional Service team can also assist with the required configuration. If this is something that you required, please contact Support or your Account Manager in the first instance to discuss your requirements.