Setting Up Adobe Sign
Connect Adobe Sign to send contracts for electronic signature directly from DealView.
Adobe Sign integration enables electronic signatures directly from DealView. Send contracts for signature and track signing status.
Prerequisites
Before connecting Adobe Sign:
- Adobe Sign account (Business or Enterprise plan)
- Admin access to your Adobe Sign account
- Admin access to your DealView workspace
Adobe Sign integration requires a Business or Enterprise plan with API access. Contact Adobe to confirm your plan includes integration capabilities.
Connecting Adobe Sign
- Go to Settings > Integrations
- Find Adobe Sign in the E-Signature section
- Click Connect
- Sign in to your Adobe account
- Authorize DealView access
- Connection confirmed
Permissions Requested
DealView requests these Adobe Sign permissions:
| Permission | Purpose |
|---|---|
| Send agreements | Create signature requests |
| Read agreements | Check signing status |
| Download documents | Retrieve signed copies |
| Manage webhooks | Receive status updates |
Sending for Signature
Once connected:
- Open a contract or finalized draft
- Click Send for Signature
- Select Adobe Sign as provider
- Add recipients:
- Name and email
- Role (Signer, Approver, CC)
- Set signing order (if multiple signers)
- Add message (optional)
- Click Send
Recipient Roles
| Role | Description |
|---|---|
| Signer | Must sign the document |
| Approver | Must approve but not sign |
| Form Filler | Can fill fields but not sign |
| CC | Receives copy, no action required |
Signing Order
Configure sequential or parallel signing:
- Sequential - Signers receive in order (Signer 1, then Signer 2)
- Parallel - All signers receive simultaneously
Tracking Status
Monitor signature progress:
- Open the contract
- View the Signatures section
- See status for each recipient:
- Sent
- Viewed
- Signed
- Declined
DealView receives webhook notifications from Adobe Sign. Status updates appear automatically without refreshing.
After Signing
When all parties have signed:
- DealView is notified automatically
- Signed document is downloaded
- Contract is updated with signed version
- Signature audit trail is stored
Managing Agreements
From the contract page, you can:
- Resend - Send reminder to pending signers
- Void - Cancel the signature request
- Download - Get the signed document
Disconnecting Adobe Sign
To remove the integration:
- Go to Settings > Integrations
- Find Adobe Sign
- Click Disconnect
- Confirm disconnection
Pending signature requests remain in Adobe Sign but won't update in DealView.
Troubleshooting
Connection fails?
- Verify Adobe Sign plan includes API access
- Check you have admin permissions
- Try incognito mode to rule out cookie issues
Signatures not updating?
- Webhooks may be delayed
- Click refresh on the contract
- Check Adobe Sign dashboard directly
Can't find Send for Signature?
- Verify integration is connected
- Check you have permission to send signatures
- Ensure contract has an associated file