Adobe Acrobat Sign Use Integration Guides

Adobe Acrobat Sign for Salesforce


Additional Articles

Add Adobe Acrobat Sign to your Salesforce email component

Send, Remind, Cancel, and more, all directly from your email client. Available for Outlook and Gmail

Adobe Acrobat Sign connector to Salesforce CPQ

Add a button to send your CPQ quotes directly from the quote page to Adobe Sign

Adobe Acrobat Sign for Self Signing (Community Cloud)

If you use community portals, and want to provide signable documents

Adobe Acrobat Sign for Simple Signing (Community Cloud)

A component for the Community Cloud that allows a developer to embed the signature Templates into other Lightning components

Granting access to Salesforce users/profiles

If you didn't set up the Adobe Acrobat Sign app for All Users

Working with Agreements in Batch

For generating batches of agreements based on user defined criteria

Lead conversion settings

If you use Adobe Acrobat Sign with Leads in Salesforce, you probably want to take a look at this

Group Mappings

Align users in Adobe Acrobat Sign groups based on Salesforce user profiles

Configure Salesforce to Send Large Documents

If you send documents over 2MB, you will need this configured

Configure Push Agreements to create externally generated agreements in Salesforce

"Push agreements" are transactions that are initiated external to Salesforce, like the agreements created by web forms, and then are pushed in to Salesforce.

Chatter & Salesforce1 enablement

Settings to enable sending from Chatter or Salesforce1

Page Layout configuration (Basic, Advanced and Lightning)

When you need to change your page layout to one of the other options

Adobe Acrobat Sign for Dropbox

Adobe Acrobat Sign for Microsoft Office


Supported platforms:

  • Outlook 2013 (Windows v15+)
  • Outlook 2016 (Windows v16+)
  • Outlook Online – Using:
    • Chrome v59+
    • Firefox v53+
    • Safari 9+
    • Edge 38+
    • IE 11+
  • Outlook 2016 (Mac v15.35+)


Supported platforms:

  • Word or PowerPoint 2013 (Windows v15+)
  • Word or PowerPoint 2016 (Windows v16+)
  • Word or PowerPoint Online (365) – Using:
    • Chrome v59+
    • Firefox v53+
    • Safari 9+
    • Edge 38+
    • IE 11+
  • Word or PowerPoint 2016 (Mac v15.34+)


Supported platforms:

  • Office 365 – Using:
    • Chrome v51.0+
    • Firefox v47.0+
    • Microsoft Edge 12+
    • Internet Explorer 11+

Adobe Acrobat Sign for Microsoft PowerApps and Power Automate (Formerly MS Flow)


Supported platforms:

  • Office 365 – Using:
    • Chrome v59+
    • Firefox v53+
    • Safari 9+
    • Edge 38+
    • Internet Explorer 11+

Adobe Acrobat Sign for Microsoft Dynamics

Current Install Package for Dynamics 365 CRM


Guides for Dynamics 365 CRM (v8 & v9)


Guides for Dynamics 2013/2015/2016 (v6)


Additional Articles


Release Notes

Microsoft Dynamics 365 for Talent

Adobe Acrobat Sign for Microsoft SharePoint

Adobe Acrobat Sign for ServiceNow

Adobe Acrobat Sign for HR (ServiceNow)

Adobe Acrobat Sign for SAP SuccessFactors

Adobe Acrobat Sign for Workday

Adobe Acrobat Sign for Workplace by Facebook

  • Installation Guide
  • User Guide

Adobe Acrobat Sign for NetSuite

Adobe Acrobat Sign for SugarCRM

Adobe Acrobat Sign API