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# Adobe Acrobat Sign Features

##### 
## Platform (21)

Custom Branding

Custom branding can be applied through signature process

User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Internationalization

Performance and Reliability

Integration APIs

Email Management

Manage, store and organize emails within the system or via third-party apps

Template Management

Create, save, and re-purpose templates for emails, forms, etc.

Mobile Access

Access software remotely via mobile devices

Forms Management

Store, manage and track all forms in a centralized location

Contact Management

Manage, organize, and store contact information

Compliance Management

Track and manage adherence to policies for any service, product, process, or supplier

Workflow Management

Create, design and manage workflows for repetitive tasks

Document Management

Store, manage, and track all electronic documents in a centralized location

Contract/License Management

Track, store, and access client contracts or licenses

Renewal Management

Manage and track the renewal process for various services, subscriptions, contracts, or licenses

Registration Management

Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.

Event Management

Schedule and manage the logistics of activities and other gatherings

Marketing Management

Plan, track, and evaluate marketing activities including promotions, customer outreach, and branding

Expiration Management

Track and manage expiration of various items including products, warranties, licenses, and contracts

Offline Access

Ability of websites, web applications, or mobile applications to function without an active internet connection

Video Management

Store and manage online video content

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##### 
## Signature Process (10)

Document Signing

Allows signor to easily and intuitively sign documents

Reminders and Expirations

Reminds signors of documents that are waiting to be signed and document expiration dates

Sign-In Process

Process of authenticating is secure and seemless

Mobile Signatures

User can easy send and sign documents on mobile devices

Signature Workflow

Sendor/Adminstrators can easily set up and track documents through multiple signature steps

Bulk Digital Signatures

Send documents requiring signature to 1000's of signers at once

Reporting

Provides standard reports and easy creation of custom reports to manage signature process

Signature Document Creation

Easy to create signature blocks on all required electronic document types/formats

Multi-Party Signing

Share documents with different users to collect multiple signatures

Electronic Signature

Digitally sign online documents

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##### 
## Security and Scalability (3)

Regulatory Compliance

Meets required regulartory compliances

Signature History and Audit

Tracks all document signing history to comply with required regulations

Enterprise Scalability

Provides features to allow scaling for large organizations

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##### 
## Contract Management Platform Features (12)

Contract Creation

Users can create new contracts within the platform using built-in document creation features.

Customizable Templates

Pre-designed layouts that can be customized to match preferences and requirements

Contract Editing

Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts.

Contract Attachments

Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources.

Contract Collaboration

Internal and external users are able to collaborate on contracts through a shared web portal with messaging features.

Approval Process

Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system.

Notifications & Reminders

Receive notifications and schedule reminders with alerts according to contract milestones.

Contract Database

Contracts can be stored in a central online repository with built in search capabilities.

Integrations / APIs

The contract management platform can integrate with CRM software to associate contracts with customer records, and with CPQ software to feed calculated quote details into the contract.

Reporting & Dashboards

Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities.

Government Contracts

Contracts specific to government agencies or organizations who deal with government agencies

Specialty Contracts

An agreement that's only valid if signed by all involved parties, sealed, and delivered

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##### 
## Data Sources (2)

Software

Integrate with software such as ERP or CRM to use data for document generation

Documents

Ability to generate new documents using other documents in multiple formats

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##### 
## Generation (6)

Templates

Include templates for various types of documents such as invoices or quotes

Automation

Automate document generation based on customizable rules

Branding

Allow users to personalize documents for branding purposes

Email Templates

Pre-made examples and templates for emails

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Document Templates

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

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##### 
## Delivery (4)

Workflow

Define and manage workflows for document distribution

Schedule

Create a schedule to deliver documents at predefined times

Batch

Provide the ability to generate and deliver documents by batch

Compliance Management

Track and manage adherence to policies for any service, product, process, or supplier

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##### 
## Customization (5)

Custom Fields

Allows users to add custom fields to forms that aren't already on the templates

Conditional Logic

Enables forms to hide or show certain fields based on respondents' answers

Multi-page Forms

Allows users to create forms with more than one page

Design

Gives users the ability to customize the design of forms (e.g. logo, brand colors, fonts, etc.)

Forms Creation & Design

Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system

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##### 
## Additional Functionality (150)

Embedded Forms

Enables forms to be embedded onto a website without having to create code from scratch

Offline Capability

Can used without an internet connection

Notifications

Sends notifications when a completed form is recieved

Payments

Contains integrations with payment processors, enabling users to accept payments through forms

Mobile Forms

Allows users to build, distribute and access forms from a mobile device

Customizable Forms

Customize contracts and forms to collect specific information

Real-Time Notifications

Notifications that are delivered to users as soon as an event occurs

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Reporting/Analytics

View and track pertinent metrics to find patterns and gain insights from data

Electronic Signature

Digitally sign online documents

Full Text Search

Search for specific words or phrases within a document or database

Data Import/Export

Import and export data to and from software applications

CRM

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Audit Management

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Digital Signature

Electronic signing method that validates the authenticity and integrity of a digital document

Contract Drafting

Create, edit, and revise contracts/written agreements

Activity Tracking

Track and document all activities across devices, networks, and other systems

Customizable Reports

Alter the layout and content of reports

Sell Side (Customers)

An agreement between a buyer and a seller for the sale and delivery of goods or services

Task Management

Create, manage and track all task activities and progression

Renewal Management

Manage and track the renewal process for various services, subscriptions, contracts, or licenses

Annotations

Highlight content and/or make notations about parts of content

Workflow Management

Create, design and manage workflows for repetitive tasks

Data Extraction

Automatically retrieve and pull information from documents, websites, images, data sets, and other sources

Audit Trail

A record of all activities within the system, including user access, changes made, etc.

Contract Negotiation

Dialogue between two or more parties to resolve points of difference and agree on a set of legally binding terms

Drag & Drop

Assemble applications and processes by dragging over and arranging pre-built components

Document Storage

Store and organize documents in a centralized system

Customizable Fields

Customize data fields to support various needs and use cases

AI Redlining

The use of AI to automate the process of reviewing, identifying and marking changes in contracts

Version Control

Track revisions and updates made to files and navigate between different versions

Completion Tracking

Track the current status and completion of activities, tasks, goals or deliverables via progress indicators

Contact Management

Manage, organize, and store contact information

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Document Review

Review and analyze existing information across documents

Customizable Branding

Add customized logos and colors to align with company branding

Configurable Workflow

Configure existing workflows to meet your organization's needs

Document Management

Store, manage, and track all electronic documents in a centralized location

Compliance Tracking

Track and report regulatory data to either internal management or external stakeholders

Buy Side (Suppliers)

An agreement between a business and an external supplier for the delivery of a set of products or services

Payment Processing

Accept, record, and reconcile financial transactions

File Sharing

Public or private sharing of digital files such as documents, audio/video, images, and more

Approval Process Control

Manage the process of evaluating documents or requests submitted for approval

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Authentication

Verify the identity of users/devices to enable secure access

Data Security

Protect sensitive data for digital privacy

Reminders

Timed notification for any upcoming task, deadline, appointment, or activity

Reporting & Statistics

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Version Control

Track revisions and updates made to files and navigate between different versions

Single Sign On

Allow users to access multiple services after entering their login credentials once

Audit Trail

A record of all activities within the system, including user access, changes made, etc.

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Encryption

Convert data into a code for security

Signature Capture

Digitally capture and store a person's handwritten signature

Document Conversion

Convert documents and images into editable file formats

Drag & Drop

Assemble applications and processes by dragging over and arranging pre-built components

Archiving & Retention

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

Team Collaboration

Allow multiple team members to edit and work on the same document

Generative AI

Use AI to generate content in the form of text, images, videos, etc.

Status Tracking

Track the status over time for a request, process, asset, or transaction

Customizable Fields

Customize data fields to support various needs and use cases

Searchable Database

A collection of records that can be retrieved based on specific queries

QR Codes

Matrix barcode that stores information

Two-Factor Authentication

Extra layer of security that requires not only a password and username but also something specific to that user

Search/Filter

Search and filter data across systems to locate required information by entering keywords or certain criteria

Multi-Location

Manage and support multiple locations

Real-Time Data

Receive data and information in real time

Data Synchronization

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Age Verification

A way for institutions and businesses to check the age of their customers/clients.

Customer Database

A collection of customer information such as contact details, demographics, previous interactions, etc.

Secure Data Storage

Securely stores data to prevent data loss or breaches

Waiver Kiosk

Set up computers on location to help users sign waivers on-site

Data Import/Export

Import and export data to and from software applications

Photo Capture

Capture photos for any type of use case

Conditional Logic

Capability of a software or system to make decisions and perform actions based on specified conditions

Customizable Templates

Pre-designed layouts that can be customized to match preferences and requirements

Customizable Forms

Customize contracts and forms to collect specific information

Multiple Format Support

Includes a variety of messaging formats including industry-specific (EDIFACT, HL7, X12)

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Activity Tracking

Track and document all activities across devices, networks, and other systems

Drag & Drop

Assemble applications and processes by dragging over and arranging pre-built components

Digital Signature

Electronic signing method that validates the authenticity and integrity of a digital document

Collaboration Tools

Provides a channel for team members to share media files, communicate, and work together

API

Application programming interface that allows for integration with other systems/databases

Search/Filter

Search and filter data across systems to locate required information by entering keywords or certain criteria

Third-Party Integrations

Set up connections to third-party platforms to improve business processes

Text Editing

Edit text as needed

Audit Trail

A record of all activities within the system, including user access, changes made, etc.

Approval Process Control

Manage the process of evaluating documents or requests submitted for approval

Content Management

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Multiple Output Formats

Create content in various formats, such as print, PDF, HTML and more

Offline Access

Ability of websites, web applications, or mobile applications to function without an active internet connection

Data Import/Export

Import and export data to and from software applications

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Forms Management

Store, manage and track all forms in a centralized location

Data Synchronization

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Content Library

Centralized repository to store content and assets

Customizable Fields

Customize data fields to support various needs and use cases

Multi-Language

Manage and support multiple languages

Data Storage Management

Manage and store data in a database

Contract Drafting

Create, edit, and revise contracts/written agreements

Archiving & Retention

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

Full Text Search

Search for specific words or phrases within a document or database

Interaction Tracking

Track interaction history by documenting conversations for contacts

Contract/License Management

Track, store, and access client contracts or licenses

Document Review

Review and analyze existing information across documents

Batch Processing

Software's ability to perform similar action on multiple similar files simultaneously

Conditional Logic

Capability of a software or system to make decisions and perform actions based on specified conditions

Document Management

Store, manage, and track all electronic documents in a centralized location

Document Storage

Store and organize documents in a centralized system

Template Management

Create, save, and re-purpose templates for emails, forms, etc.

Electronic Signature

Digitally sign online documents

Reporting & Statistics

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Version Control

Track revisions and updates made to files and navigate between different versions

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Workflow Automation

Streamlining repetitive tasks and activities through automated and predefined workflows

Search/Filter

Search and filter data across systems to locate required information by entering keywords or certain criteria

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Commenting/Notes

Leave comments and notes on documents for others to view

Content Publishing Options

Facilitates online authoring and publishing of the content

Reporting & Statistics

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Content Library

Centralized repository to store content and assets

Document Classification

Assign categories, labels, tags, or attributes to documents for organization, search and storage

Drag & Drop

Assemble applications and processes by dragging over and arranging pre-built components

Customizable Branding

Add customized logos and colors to align with company branding

SSL Security

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

API

Application programming interface that allows for integration with other systems/databases

Document Management

Store, manage, and track all electronic documents in a centralized location

Document Storage

Store and organize documents in a centralized system

Collaboration Tools

Provides a channel for team members to share media files, communicate, and work together

Data Capture and Transfer

Import, collect, and capture data from multiple sources

Autofill

Automatically populating fields or sections within a form

Multi-Channel Distribution

Multiple channels (email, web link, or social media) to distribute products, services, or surveys to customers

Convert to PDF

Create, edit, convert to and from PDF files

Customizable Templates

Pre-designed layouts that can be customized to match preferences and requirements

Media Library

Collection of images, videos and other digital content that can be used

Generative AI

Use AI to generate content in the form of text, images, videos, etc.

Full Text Search

Search for specific words or phrases within a document or database

Surveys & Feedback

Gauge satisfaction and receive information for improvement and success

Data Import/Export

Import and export data to and from software applications

Forms Management

Store, manage and track all forms in a centralized location

Electronic Signature

Digitally sign online documents

Third-Party Integrations

Set up connections to third-party platforms to improve business processes

Reporting/Analytics

View and track pertinent metrics to find patterns and gain insights from data

Workflow Management

Create, design and manage workflows for repetitive tasks

Template Management

Create, save, and re-purpose templates for emails, forms, etc.

Mobile Access

Access software remotely via mobile devices

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##### 
## Generative AI (9)

AI Text Generation

Allows users to generate text based on a text prompt.

AI Text Summarization

Condenses long documents or text into a brief summary.

Generative AI

Use AI to generate content in the form of text, images, videos, etc.

AI Text Generation

Allows users to generate text based on a text prompt.

AI Text Summarization

Condenses long documents or text into a brief summary.

AI Text-to-Image

Provides the ability to generate images from a text prompt.

AI Image-to-Text

Converts images into a textual description, identifying key elements.

Generative AI

Use AI to generate content in the form of text, images, videos, etc.

Document Generation

Custom forms to streamline repetitious aspects of a document

Show More

##### 
## Agentic AI - Salesforce AppExchange Apps (7)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Multi-step Planning

Ability to break down and plan multi-step processes

Cross-system Integration

Works across multiple software systems or databases

Adaptive Learning

Improves performance based on feedback and experience

Natural Language Interaction

Engages in human-like conversation for task delegation

Proactive Assistance

Anticipates needs and offers suggestions without prompting

Decision Making

Makes informed choices based on available data and objectives

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##### 
## Agentic AI - Contract Management (1)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Show More

##### 
## Agentic AI - E-Signature (8)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Cross-system Integration

Works across multiple software systems or databases

Adaptive Learning

Improves performance based on feedback and experience

Natural Language Interaction

Engages in human-like conversation for task delegation

Proactive Assistance

Anticipates needs and offers suggestions without prompting

Decision Making

Makes informed choices based on available data and objectives

Third-Party Integrations

Set up connections to third-party platforms to improve business processes

Multi-Language

Manage and support multiple languages

Show More

##### 
## Agentic AI - Document Generation (1)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Show More

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