Adobe Sign

Our Adobe Sign integration enables teams to automate the generation, routing, and signing of quotes, SOWs, MSAs, and custom agreements, seamlessly from within the platform. By embedding e-signature capabilities directly into your quoting workflows, MonetizeNow eliminates friction between sales closure and customer commitment.

This integration supports secure authentication, intelligent document delivery, and real-time signature tracking. Once configured, your team can send documents for signature with a click, track signing status within MonetizeNow, and access signed contracts, all without toggling between systems.

But the real value lies in how this integration aligns with modern deal cycles:

• No more disconnected document handling
• No more email delays for signature follow-ups
• No more manual uploads of signed paperwork

Adobe Sign meets you where the deal lives: inside MonetizeNow.

Once connected, MonetizeNow handles document delivery, tracks agreement status, and syncs signed copies back into the quote or contract object, giving your team an end-to-end signature workflow powered by Adobe Sign.

Integration Overview

MonetizeNow <> Adobe Sign integration supports:

• OAuth-based authentication
• Sandbox and Production environments
• Document delivery via a specified Admin user
• Automated status sync for signed documents

Adobe Sign Configuration Guide

Before enabling e-signature workflows, there are a few foundational pieces you’ll need in place.

Prerequisites

Before you begin, ensure you have access to the following information from your Adobe Sign account:

With developer access or access to the admin dashboard /account/accountSettingsPage#pageId::ACCOUNT_SETTINGS. from where you can access Account settings and webhook.

Head over to Account Settings >> Security Settings and check
Allow Uncertified partner applications to access data from this account.

Note: this is temporary our team is working on to getting it certified as soon as possible.

Head over to Webhooks

1. Click on the plus icon
2. Put a name for the webook (monetizenow-prod-webhook)
3. Put the webhook url (https://api.monetizeplatform.com/esign/adobe/webhook)
4. Click on hamburger button and Select Agreement.
5. Select Agreement All Events and close the section
6. From notification Parameters Select
   1. Agreement Info
   2. Agreement Document Info
   3. Agreement Participant Info
7. Click Save to complete the process.

Configuration Steps

1. Log in to MonetizeNow and navigate to Settings >> eSign.
2. Click the Connect button in the “Adobe Acrobat Sign” module.
3. You’ll be taken to adobe for signing in after successful sign in you will be redirected to MonetizeNow and you are good to go.

Video: How to set up Adobe Sign with MonetizeNow

Sending Documents for Signature

Once the Adobe Sign is successfully connected, you can begin sending documents for e-signature directly from within MonetizeNow. The signature workflow is designed to fit naturally into the quoting and contracting processes, while keeping control with your team.

This section outlines the steps to send a document, what happens behind the scenes, and what to expect post-signature.

The process to send a document for signature begins from the quote or contract view:

1. Open the quote or agreement record or account document.
2. Select signers and configure the routing order if required.
3. Review the document preview and ensure the correct version is selected.
4. Click Send via eSign.

At this point, MonetizeNow creates a Adobe Sign agreement in the background and triggers delivery to the specified recipient(s).

What happens after sending

Once the agreement is created:

• Adobe Sign sends the document to the selected recipients for signing.
• Each signer receives an email from Adobe Sign with a secure link to review and sign the document.
• The agreement remains tracked within MonetizeNow, with its current status displayed in the quote or contract view.

Statuses include: Sent, Viewed, Completed, Declined, Voided

You do not need to manage these statuses manually, MonetizeNow syncs them from Adobe Sign automatically.

Resending and Managing Signatures

If a signer misplaces the Adobe Sign email or if the document needs to be voided, you can manage the agreement directly within MonetizeNow:

• Resend: Trigger a reminder email from the quote or contract record.
• Void: Cancel the signature request before it is completed.
• Replace signer: Withdraw the original request and resend to the correct party.

Final Document Handling

Once all signatures are collected:

• The signed PDF is attached to the original quote or agreement in MonetizeNow.
• The signature status is updated to Completed.
• Quote stage will now be moved forward for Processing

Agreement Status Sync

Once an agreement is sent through Adobe Sign, MonetizeNow automatically monitors its progress and reflects changes in real-time. This section explains how status updates are synced, where you can monitor them, and how to troubleshoot common issues if something breaks in the flow.

How Status Sync Works

After a document is sent for signature, MonetizeNow establishes a background connection to the associated Adobe Sign agreement. This enables:

• Automatic polling and webhook-based updates from Adobe Sign
• Real-time visibility into document status from within the quote or contract record
• Secure handling of completed signature artifacts (e.g., signed PDFs)

Status changes in Adobe Sign will appear in MonetizeNow within a short window. No manual refresh is required. You can view agreement status under the quote or agreement section where the signature was initiated.

Admin Visibility

Admins can track signature activity, investigate failures, and review document logs directly in MonetizeNow under:

Settings → Audit Logs → eSign Activity

This section shows timestamped events for each agreement and can help identify when and why a failure occurred.

Error Scenarios and What to Check