Our client, based in the USA, is dedicated to providing excellent education and preparing next-generation lawyers. With a mission to promote justice for the poor and seek religious liberty, the law school emphasizes pursuing a holy life characterized by humility, self-sacrifice, mercy, and justice.
The client was facing several challenges with their existing solution, Conga Composer.
The following issues were identified:
After thoroughly analyzing the challenges and requirements, it was determined that integrating Adobe Sign with their existing Salesforce solution would provide the desired functionality.
For integration, we installed the Adobe Sign app, by utilizing the 'Adobe Sign' managed package. After logging in and granting the necessary permissions, we accessed the installation wizard. Within the wizard, we selected 'Adobe Sign account with Salesforce,' proceeded to the next steps, and completed the setup process. Now, Adobe Sign is integrated with Salesforce.
Now, Adobe Sign automatically preserves dates and statuses for all steps, including "Document sent to the user," "Signed by the user," "Cancelled by the user," and "Document created but not sent."
Implementing Adobe Sign integration by CloudCache Consulting provided the client with enhanced functionality and improved efficiency.
The following results were achieved:
Salesforce, Adobe Sign, managed package.
After integrating Adobe Sign with their Salesforce solution, the client experienced significant improvements in efficiency, accuracy, and document management. This successful implementation, carried out by us, showcased the value of leveraging our professional resources within the Salesforce ecosystem. You can find us on Fiverr or check our experience on Upwork providing clients with an honest and trustworthy solution.