Manage Adobe Sign

Manage Adobe Sign Documents

The Manage Adobe Sign Documents section allows QwikSell administrators to connect and manage all e-signature templates used for quotes, agreements, and onboarding forms.
This feature integrates directly with Adobe Acrobat Sign, giving sales teams the ability to send and track signed documents without leaving QwikSell.

Accessing Adobe Sign Management

• Navigate to Administration from the main menu.
• Select Manage Adobe Sign Documents.
• From here, administrators can add new e-sign documents, edit existing templates, or configure Adobe Sign integration settings.

Adobe Sign Document List

The landing page displays all configured Adobe Sign templates connected to your QwikSell account.

Each entry shows:

• eSign Agreement Name — The name of the linked Adobe Sign document.
• Actions — Edit or view details of each template.

Tip: Keep your Adobe document names identical to the template names in your Adobe Sign account for easier reference.

Example Templates:

• ACH & CC Authorization Form
• Managed Service Agreement
• QwikSell MS Template

Adding or Editing Adobe Sign Documents

To add a new document or modify an existing one:

• Click New to create a document or the pencil icon beside an existing entry to edit.
• The Add / Edit Adobe Sign Document window will open.

Adobe Sign Document Fields

Note: Documents that are inactive remain in your list for recordkeeping but cannot be selected for new quotes or agreements.

Additional Options

• View Library Document – Opens the Adobe Sign document directly for review.
• Save – Saves your document and returns you to the list.
• Save and New – Saves and opens a blank form to add another document.
• Cancel – Exits without saving changes.

Setup Adobe Documents Integration

Before templates can be used in QwikSell, the administrator must link the company’s Adobe Sign account.

• Click Setup Adobe Documents.
• You’ll be redirected to Adobe Sign’s secure login screen.
• Sign in using your Adobe Sign administrator credentials.
• Once authenticated, QwikSell will automatically sync available library templates from Adobe Sign.

Tip: Use a dedicated service account for Adobe Sign integration to prevent disconnection when individual users’ credentials change.

Authentication and Security

QwikSell uses OAuth 2.0 secure authentication to communicate with Adobe Sign.
All signed documents are securely transmitted and stored per Adobe’s compliance standards.

Administrators should periodically reauthenticate if:

• The Adobe Sign password has been changed.
• The Adobe Sign account token expires.
• A new integration key or library document set has been added.

Best Practices

• Keep document names in Adobe Sign and QwikSell identical for easier mapping.
• Only activate templates that are finalized and ready for customer use.
• Use Salesperson Signature Required only for contracts that require internal approval before delivery.
• Audit and test e-sign templates quarterly to ensure fields, signatures, and formatting remain consistent.
• Maintain all source templates directly within Adobe Sign to manage revisions and compliance.