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Adobe Acrobat Sign Document Builder for Salesforce
Effortlessly generate sales documents in Salesforce
- Business Need
- Document Generation
- Requires
- Sales Cloud
- Compatible With
- Sales CloudService CloudSalesforce Order Management
Document Builder lets you easily automate templates so sales reps can generate accurate, custom documents in seconds. It’s free with an Acrobat Sign license. Don’t have Acrobat Sign? Start a trial!
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Sales Cloud
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Sales CloudService CloudSalesforce Order Management
- Salesforce Editions
- EnterpriseUnlimitedDeveloper
App Details
- Version
- Acrobat Sign Document Builder/ver 1.4 1.4.0
- Listed On
- 07/21/2022
- Latest Release
- 02/11/2026
- Supported FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Salesforce ShieldSupports Salesforce orgs that use Shield.Community BuilderReady to use in the Salesforce Community Builder.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.
- No LimitsLightning ReadyMultiple CurrenciesSalesforce ShieldCommunity BuilderManaged PackageLightning App Builder
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 11Custom Tabs: 2Custom Apps: 0
- Lightning Components
- Global: 2App Builder: 1Community Builder: 1
- Languages
- DutchEnglishFinnishFrenchGermanDanishItalianJapaneseKoreanPortugueseRussianSimplified ChineseSpanishSwedishThaiTraditional Chinese
Security
Additional Details
Automatically generate accurate sales documents in two easy steps: 1: Build automated document templates that save sales rep time and ensure accuracy. ✔In a few clicks, Document Builder automates document templates in docx format to pre-populate with Salesforce data and Acrobat Sign e-signature fields. Easy drag and drop interface – no code required! ✔Use conditional logic to display rules-driven data, text, images, and calculation formulas. 2: Help sales reps spend less time generating documents and more time selling! ✔Eliminate hours, days & weeks researching and re-entering data. Document Builder-enabled templates instantly populate with Salesforce data. ✔Document Builder enables dynamic formatting, so tables, lists, and other document sections automatically adjust to fit and are ready to send. Instantly generate documents: ✔Proposals ✔Contracts ✔Invoices ✔Statements of work ✔Financing applications ✔Account plans ✔Pipeline reports You will need: 1. An Acrobat Sign account or trial 2. The Acrobat Sign for Salesforce plug-in: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N300000016ZmCEAU 3. The Document Builder plug-in
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Adobe
San Jose, CA, United States