Integrations overview

You can use Acrobat Sign inside other applications your organization already uses, such as Microsoft, Salesforce, Workday, and Marketo to name a few. Learn how you can simplify your e-signature workflows in these integration guides and tutorials.

NOTE
If you’re having trouble accessing any of these features, check with your organization’s administrator to ensure that the integration is enabled.

What’s new

Microsoft integrations tutorials

Filling and signing in Microsoft Outlook

Filling and signing in Microsoft Outlook

Fill out and sign a form directly within Microsoft Outlook

Send for signature in Outlook

Send for signature in Outlook

Send a document for signature directly within Microsoft Outlook

Send for signature in SharePoint Online

Send for signature in SharePoint Online

Send a document for signature directly within Sharepoint Online

Tracking in SharePoint Online

Tracking in SharePoint Online

Track the progress of an agreement directly within Microsoft Sharepoint

Integrate a web form with SharePoint Online

Integrate a web form with SharePoint Online

Learn how to map data collected from a web form into a SharePoint list

Auto archive files in SharePoint with Power Automate

Auto archive files in SharePoint with Power Automate

Learn how to automatically archive signed documents to a SharePoint library using Power Automate

Document automation with Acrobat Sign for Microsoft Power Platform

Document automation with Acrobat Sign for Microsoft Power Platform

Learn how to activate and use the Acrobat Sign and Adobe PDF Tools connectors for Microsoft Power apps

Sending documents for signature in Microsoft Teams

Send for signature in Microsoft Teams

Send documents for signature directly within Microsoft Teams

Live Sign in Adobe Acrobat Sign for Microsoft Teams

Live Sign in Adobe Acrobat Sign for Microsoft Teams

Learn how to create an online signing experience that resembles in-person signing during a Microsoft Teams meeting

Documents tab integration for Microsoft Teams

Documents tab integration for Microsoft Teams

Learn how to send documents out for signature directly from the Documents tab in Microsoft Teams

Create a simple workflow with Power Automate

Create a simple workflow with Power Automate

Learn how to create a simple workflow using Power Automate connectors

Create an advanced workflow with Power Automate

Create an advanced workflow with Power Automate

Learn how to create an advanced workflow using Power Automate connectors

Microsoft Dynamics 365 for Customer Service

Microsoft Dynamics 365 for Customer Service

Learn how Acrobat Sign and Microsoft Dynamics 365 for Customer Service are used to improve customer satisfaction on a self-service customer web portal

Microsoft Dynamics 365 for Field Service

Microsoft Dynamics 365 for Field Service

Learn how Acrobat Sign, Power Automate, and Microsoft Dynamics 365 for Field Service are used to streamline customer on-site engagements

Microsoft Dynamics 365 for Sales

Microsoft Dynamics 365 for Sales

Learn how Acrobat Sign and Microsoft Dynamics 365 for Sales are used to automate the sales quote signing process

Spacer

Notarize integration tutorials

Send documents for notarization

Send documents for notarization

Learn how to send a document for notarization

Spacer
Spacer
Spacer

Salesforce integrations tutorials

Document Builder for Salesforce

Document Builder for Salesforce

Learn how to create a reusable document template using Document Builder for Salesforce

Setting up data mapping

Setting up data mapping

Pull data back into Salesforce after an agreement has been signed

Setting up Merge Mapping in Salesforce

Setting up Merge Mapping in Salesforce

Learn how to merge data from Salesforce directly into an Acrobat Sign document

Creating a custom button

Creating a custom button

Create a custom button that starts the sending process and auto populates an agreement inside Salesforce

Workday integration tutorials

Acrobat Sign + Workday new hire onboarding

Acrobat Sign + Workday new hire onboarding

Learn how to streamline onboarding workflows with Acrobat Sign + Workday

Spacer
Spacer
Spacer

Marketo integration tutorials & configuration guides

Send notifications using Acrobat Sign for Salesforce and Marketo

Send notifications using Acrobat Sign for Salesforce and Marketo

Learn how to send a text message, email, or push notification to let the signer know an agreement is on its way

Send reminders using Acrobat Sign for Salesforce and Marketo video tutorial

Send reminders using Adobe Sign for Salesforce and Marketo video tutorial

Learn how to send an email reminder from Marketo when an agreement remains unsigned after a period of time

Send reminders using Acrobat Sign for Salesforce and Marketo configuration guide

Send reminders using Acrobat Sign for Salesforce and Marketo configuration guide

Read how to send an email reminder from Marketo when an agreement remains unsigned after a period of time

Send reminders using Acrobat Sign for Microsoft Dynamics and Marketo

Send reminders using Acrobat Sign for Microsoft Dynamics and Marketo

Learn how to send an email reminder when an agreement remains unsigned after a period of time

Send notifications using Acrobat Sign for Microsoft Dynamics and Marketo

Send notifications using Acrobat Sign for Microsoft Dynamics and Marketo

Learn how to send a text message, email, or push notification to let the signer know an agreement is on its way

Spacer
Spacer
Spacer
ac8d3f8e-a625-4146-84f3-0eb730a583a3