Use our Adobe Sign integration to send documents for digital signature from Current RMS.
What is Adobe Sign?
Adobe has been providing secure, online document technology for over 20 years, used by businesses of all sizes globally.
- Collect signatures from your clients on the go.
- Enable it on any device from your Current RMS system.
- The highest levels of security, compliance, and availability.
Find out more or try Adobe Sign.
How does the integration work?
There’s three key parts to our integration with Adobe Sign:
- Customize sending options for each of your documents
Each document can be configured with different options – set the number of days a customer has to sign a document, reminder frequency, and automatically include other PDFs from your Adobe Document Library.
- Send documents for signing
When previewing a document in Current, send it using Adobe Sign to ask your client for a signature. When your client has signed, you’ll receive an email asking for you to sign.
- Signed documents are automatically attached
A copy of each signed document is saved as an attachment on the opportunity.
Do I need the integration with Adobe Sign?
You don’t need to use Adobe Sign to use Current RMS. Current comes with a variety of document layouts and different ways to send them: download to PDF, send as a discussion, or use document approval. For some businesses, this might be all you need.
Document approval in Current RMS isn’t legally binding. If you’re looking to capture legally binding digital signatures, then you should take advantage of our Adobe Sign integration.
Which plan do I need?
In order to use integrations with Adobe Sign, you’ll need to sign up to their Enterprise plan. Sign up on the Adobe Sign website.
To get started, check out our guides: