What the Adobe Sign Integration Does:
- Connects your Adobe Sign account to Leadzier
- Sends contracts and agreements to leads for e-signature in a few clicks
- Auto-fills documents with lead data (name, address, offer, etc.)
- Tracks status: sent, viewed, signed, completed
- Stores signed documents inside the lead profile with full history
Why It Matters:
If you're already using Adobe tools for your business, this integration closes the gap between your outreach and your signed contracts. No downloads, no lost PDFs, no email back-and-forth — just fast, secure e-signature workflows tied directly to your CRM.
Who It’s For:
- Investors who already use Adobe Sign for assignment or purchase agreements
- Service pros sending job approvals, scope of work docs, or estimates
- Teams standardizing contracts with reusable templates
- Anyone looking for a DocuSign alternative with full Adobe ecosystem support
How It Works:
- Step 1: Go to Settings → Integrations → Adobe Sign
- Step 2: Connect your Adobe Sign account via OAuth
- Step 3: Select a document template or upload your own
- Step 4: Map signature fields to lead data
- Step 5: Send the document — track its progress and receive alerts when signed
Bonus Features:
- Use Adobe templates with Leadzier shortcodes for dynamic fields
- Auto-tag leads as “Contract Sent” or “Signed”
- Store signed copies in Google Drive or export to PDF
- Send to multiple signers with role-based fields
- Receive notifications when a doc is signed or delayed
