Adobe Sign
eSign SpotDraft contracts seamlessly using Adobe Sign
🛠️ Integrating SpotDraft with Adobe Sign
eSign SpotDraft contracts seamlessly using Adobe Sign.
📄Index:
🚀 Introduction
Introducing SpotDraft’s integration with Adobe Sign, a sophisticated solution designed to revolutionize your contract eSigning process. This integration seamlessly combines SpotDraft's robust contract management capabilities with the ease and convenience of Adobe Sign, streamlining the eSignature process without the need to switch between applications.
This integration is tailored to make your contract execution experience as effortless as possible, bringing the full functionality of Adobe Sign directly into the SpotDraft platform. It's more than just a tool; it’s a gateway to enhanced productivity and efficiency in managing and executing contracts.
Key Features of the Integration:
- Effortless eSigning with Adobe Sign: Send any template contract from SpotDraft for eSignature via Adobe Sign. When a contract is marked for execution, it automatically creates an Adobe Sign envelope with all recipients and signature fields pre-populated.
- Real-time Sync with SpotDraft: Stay updated with every action taken by recipients on the Adobe Sign envelope. This integration ensures SpotDraft's activity log captures every interaction, keeping your contract repository continuously updated.
- Streamlined Contract Uploads for Signing: Upload third-party contracts to SpotDraft and use the embedded Adobe Sign functionality to edit, set up recipients, signature fields, and send them out for eSignature collection, all within the same interface.
- Customizable Signing Order: Set the signing order of recipients in SpotDraft, and this order will be automatically applied in Adobe Sign, streamlining the signing process and maintaining the desired sequence.
- Contract Type-Specific Signing Methods: Tailor the eSigning process to fit your needs by choosing which contract types on SpotDraft should be sent for signatures via Adobe Sign. This feature allows for a flexible, customized approach to contract execution.
Embark on a journey of seamless contract management with SpotDraft and Adobe Sign. This guide will walk you through the integration setup, enabling you to fully harness these features for a simplified, efficient, and effective contract execution process.
📝 Prerequisites
⚙️ Installation & Configuration
Install SpotDraft’s Adobe Sign Integration
1. Create the SpotDraft Integration as a new API in Adobe Sign
1.1 - Log in to Adobe Sign and navigate to API → Acrobat Sign API → API Applications.
1.2 - Click the Circled Plus icon ⊕ to create a new API
1.3 - Enter “SpotDraft Integration” into the Name and Display Name fields.
1.4 - Select Partner.
1.5 - Click Save.
Note. Keep the Adobe Sign window open as we’ll return to it shortly.
2. Complete the Integration by copying and pasting information between SpotDraft & Adobe Sign
Note. This will be simplest if you have Adobe Sign and SpotDraft open at the same time in side-by-side windows.
2.1 - Login to your SpotDraft workspace and navigate to Settings → Integrations.
2.2 - Open the E-Signature section and select Adobe Sign.
2.3 - Open the Setup section and click Configure.
2.4 - Arrange your windows such that you have:
- Left - SpotDraft (On the Adobe Sign Configure screen)
- Right - Adobe Sign (On the API Applications screen)
2.5 - Copy the Base URL (Adobe Sign) and paste it to Adobe Sign Base URL (SpotDraft).
Note. The base is the part of the URL up to the .com
2.6 - With the SpotDraft Integration selected. Select View/Edit from the top menu (Adobe Sign window).
2.7 - Copy and paste information from Adobe Sign to SpotDraft.
A. Copy the Application ID (Adobe Sign) and paste it to Client ID (SpotDraft).
B. Copy the Value (Adobe Sign) and paste it to Client Secret (SpotDraft).
C. Click Cancel on the Adobe Sign screen to return to the API Applications page.
2.8 - With the SpotDraft Integration selected. Select Configure OAuth for Application from the top menu (Adobe Sign window).
2.9 - Copy and paste information from SpotDraft to Adobe Sign and set permissions.
A. Copy the Redirect URL (SpotDraft) and paste it to Redirect URL (Adobe Sign).
B. Enable the following:
- agreement_read
- agreement_write
- webhook_read
- webhook_write
C. Click Save on the Adobe Sign screen.
2.10 - Click Connect on the SpotDraft screen
2.11 - Click Allow Access.
2.12 - Close the Success Message.
2.13 - Refresh the SpotDraft page and open the Integration.
Check that all fields are complete and the button now says ‘Disconnect’. This confirms the integration is fully configured.
Set Adobe as the default eSigning service
1 - Login to your SpotDraft workspace and navigate to Manage → Contract Types.
2 - Select a Contract Type e.g. CPQ
3 - Select Signatories from the top menu.
4 - Click on the Entity.
5 - Click Edit to change the Default eSignature Service.
6 - Select Adobe Sign from the dropdown
7 - Hit Save.
Note. Repeat the steps for each Contract Type.
✅ Verification
1 - Create a test Contract whose Contract Type is set to one using Adobe Sign as its default.
2 - Progress the Contract to the ‘Awaiting Signature’ stage and hit ‘Prepare For Signature’.
Note. By adding a contract to SpotDraft using the ‘Send for Signature’ option, the contract will be in the stage ‘Awaiting Signature’.
3 - Ensure the eSignature Service is Adobe Sign.
4 - Click Add Recipient.
5 - Add the recipient for the Creator Party. Click Save And Add Another to enter the Counterparty.
6 - Click Save And Close.
7 - Set the Signing order if required by turning on the feature and dragging and dropping each signer in the correct order.
8 - Click Assign Fields.
9 - Select the Signatory e.g. Creator Party and assign the fields by dragging and dropping them onto the document. Change the Signatory to the Counterparty and repeat.
10 - Click Review & Send
11 - Perform a final check and when ready, click Send For Signing.
💬 FAQs
Is SpotDraft’s 'Express Templates' feature compatible with the Adobe Sign integration?
No, the 'Express Templates' feature is exclusively supported with SpotDraft’s eSigning service.
Can I use different eSign services like Adobe Sign, Dropbox Sign, and DocuSign with SpotDraft?
Yes, SpotDraft supports integration with major eSign services including Adobe Sign, Dropbox Sign, and DocuSign. You have the flexibility to switch between these services to meet your eSigning needs. However, it's important to note that only one eSign service can be active at any time. To switch services, you need to update the integration settings within SpotDraft. Note. When you enable a new eSign integration (e.g., switching from Dropbox Sign to DocuSign), the previously active service (in this case, Dropbox Sign) will be automatically disabled. This ensures that your eSigning process remains streamlined and consistent within the platform, using the most recently activated eSign service.
Can I track the status of documents sent for eSignature in real time?
Yes, the SpotDraft Activity Log enables you to track the status of documents sent for eSignature in real-time, providing visibility into every action performed on the Adobe Sign envelope.
🏁 Conclusion
With the SpotDraft-Adobe Sign integration, you are set to experience a transformative approach to contract management. This integration not only streamlines the eSigning process but also brings a new level of efficiency and accuracy to your contracting workflows. You can now enjoy the convenience of automated template filling, real-time contract status updates, and a centralized system for all your contractual needs.
📚 Additional Resources
- Engaging Your Customer Success Manager for Maximum Value: Discover how to leverage your CSM's expertise to get the most out of your SpotDraft subscription.
- Explore Our Other eSignature Services: DocuSign & Dropbox Sign.
- Adobe Sign's Help Center: For detailed guidance and support on using Adobe Sign, visit their comprehensive Help Center.