Adobe sign integration overview | Gold-Vision help

Integrations

Adobe Sign Integration Overview

 

Move from send to signed in record time. Adobe Sign Integration is designed for seamless simplicity, allowing you to automate document workflows within your Gold-Vision instance and work securely with signed papers.

Adobe Sign Integration for Gold-Vision CRM

You’ve already made a great first impression – why stop there? Streamline your sales and project management processes with a simple online sign-off process for all your important customer interactions and deliver a quality customer experience.

Adobe sign integration allows you to send PDF documents directly from Gold-Vision and allows the recipient to sign them electronically. The signed documents will then automatically get saved in Gold-Vision. Documents can be created and sent from any item in Gold-Vision that has the Word icon.

Everything in one place

Send and receive documents all from directly within your CRM. You can rest safe in the knowledge that all of your customer documents will be stored in one, easy-to-access location. From purchase agreements and NDA’s, to project and supply chain management, venue bookings, and catering orders – if it needs a signature, and you need to file it, the Adobe Sign integration can take care of it.

Faster contracting

Quickly set up templates with the Gold-Vision Adobe Sign integration. You can create, manage and send fully-branded PDFs to required signatories straight away – delivering signatures up to 21x faster than traditional paper processes.

Simple to use

Remove the hassle of having to switch between multiple views and programs. Instead, enjoy at-a-glance document status overviews, in-built search functionality, and the ability to edit documents within your CRM before sending.

Secure document transfer

Send and receive documents with confidence. Your Adobe Sign integration is fully compliant with all of the latest legal, industry, and security requirements from around the world, such as using two-factor authentication to ensure only the right people have access to the documents you’re sending.

4 Key Benefits of our Adobe Sign Integration

With Adobe Sign integrated with Gold-Vision, the process for managing key documents becomes seamless. Key benefits include:

  • Save time – Shorten your Sales and onboarding cycle. Create your Adobe sign document within Gold-Vision. Use mail merged fields to automatically complete your documents. Templates are created using standard wording which doesn’t need amending each time.
  • Speed Sign – Make it much simpler for your recipient to interact and respond quickly. This shortens the creation and delivery for both parties.
  • Work anywhere – Gold-Vision and Adobe Sign documents can be created on a desktop or tablet device. Your recipient can in turn open it on any device and sign!
  • Track and manage – Create, send, sign and store all documents in a central location which can be accessed by your users or teams. Audit trails are automatically managed in Gold-Vision to let you know what status the document is at.

Setting up the Adobe Sign Integration

To begin the setup your will need an Adobe Sign account, if you are new to Adobe Sign, sign up here.

To Setup the Adobe Sign Integration simply follow the instruction on the Configuring the Adobe Sign Integration page.

Please note that you can setup the integration using your free trial account as well.


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