Contract Sent’s integration with Adobe Sign allows you to send your documents from within Contract Sent for signing straight to you customers and receive the signed copy back into Contract Sent so it’s filed in the right place every time.

Quick Guide To Using This Integration

Steps for Set Up

1. Click on Integrations in you menu and click on Integrate on the Adobe Sign module. You will be promoted to sign in to Adobe Sign.
2. Create a new deal in Contract Sent, after saving under the Signed Copy – Adobe Sign section of your deal click on Upload Your File – this will prompt you to upload the file you would like to send for signing.
3. Once uploaded click Send for Signing and enter the email address and the subject line you would like to use for the request.
4. Click on send and a new window will open with Adobe Sign prompting you to add the e-sign fields to the file (if this is the first time sending the pop up may take a few seconds to load).
5. Add the fields with Adobe Sign and click Send.
6. When you return to Contract Sent the file will display as Waiting.
7. Once the recipient has signed the document this will update to state that it is a signed copy and this signed copy will be saved in Contract Sent.
8. You’ll be able to click on the three dots on the right hand side of the signed copy and download this.

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Why Integrate?

The integration of e-signature tools with contract management platforms like Contract Sent has become increasingly vital for businesses. This synergy enhances efficiency and accuracy, streamlining the entire contract lifecycle from creation to execution. First and foremost, it significantly reduces the time required to finalize contracts. Traditional methods involving physical signatures often entail delays due to geographical distances, logistical issues, and manual errors. An e-signature tool circumvents these obstacles by allowing parties to sign documents electronically from any location, thus accelerating the process and enabling quicker decision-making.

Furthermore, the integration ensures enhanced security and compliance. E-signature tools offer robust authentication measures, ensuring that signatures are genuine and tamper-proof. This is crucial for maintaining the integrity of contracts and safeguarding sensitive information. Contract management systems like Contract Sent also facilitate compliance by providing a comprehensive audit trail that tracks every step in the contract process, from initial drafting to final signing. This level of transparency is indispensable for legal and regulatory purposes, ensuring that all actions are documented and can be reviewed if necessary.

Additionally, the seamless integration of these tools enhances collaboration and accessibility. Stakeholders can easily access and review contracts in real-time, making edits and comments that are immediately visible to all involved parties. This collaborative environment not only improves communication but also reduces the risk of misunderstandings and errors. Moreover, it enables centralized storage and management of contracts, making it easier to retrieve and reference documents when needed.

Integrating e-signature tools with contract management systems like Contract Sent is essential for modern businesses aiming to enhance efficiency, security, compliance, and collaboration. This integration not only speeds up the contract execution process but also provides a secure, compliant, and user-friendly platform for managing contractual agreements, ultimately contributing to more streamlined and effective business operations.