Adobe Acrobat Sign Document Builder for Salesforce
By AdobeDocument Generation
- Rating
- 3.7
- Reviews
- 3
- Pricing
- Free
- Listed since
- 2022
About Adobe Acrobat Sign Document Builder for Salesforce
Effortlessly generate sales documents in Salesforce
Automatically generate accurate sales documents in two easy steps:
1: Build automated document templates that save sales rep time and ensure accuracy. ✔In a few clicks, Document Builder automates document templates in docx format to pre-populate with Salesforce data and Acrobat Sign e-signature fields. Easy drag and drop interface – no code required! ✔Use conditional logic to display rules-driven data, text, images, and calculation formulas.
2: Help sales reps spend less time generating documents and more time selling! ✔Eliminate hours, days & weeks researching and re-entering data. Document Builder-enabled templates instantly populate with Salesforce data. ✔Document Builder enables dynamic formatting, so tables, lists, and other document sections automatically adjust to fit and are ready to send.
Instantly generate documents: ✔Proposals ✔Contracts ✔Invoices ✔Statements of work ✔Financing applications ✔Account plans ✔Pipeline reports
You will need: 1. An Acrobat Sign account or trial 2. The Acrobat Sign for Salesforce plug-in: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N300000016ZmCEAU 3. The Document Builder plug-in
Highlights
- Close more business more quickly with Document Builder, a powerful new feature of the leading Acrobat Sign e-signature platform.
- Automate document templates in a flash. Use Document Builder to easily create document templates that populate with Salesforce data, so documents are ready to send in seconds. No coding required!
- Always accurate and compliant. Apply business rules to ensure each document has the right content and the latest terms and conditions.
Screenshots and videos
Image 1 of 8
Pricing
Free.
Compatibility
- Works with
- Sales Cloud
- Service Cloud
- Commerce Cloud Order Management
- Requires
- Sales Cloud
- Salesforce editions
- Enterprise
- Unlimited
- Performance
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on May 17, 2022
- Languages
- Dutch
- English
- Finnish
- French
- German
- Danish
- Italian
- Japanese
- Korean
- Portuguese
- Russian
- Chinese (China)
- Spanish
- Swedish
- Thai
- Chinese (Taiwan)
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