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Problems bulk sending of Agreements within Salesforce

New Here ,
Feb 27, 2024 Feb 27, 2024

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Hey guys, hopefully someone can help me.


We're Using a combination of Conga Composer, Salesforce and Adobe Sign to genereate Documents, create Agreements and let the customer sign the Documents.

The Document and Agreement creation in Salesforce works fine, but if we want to send many different Agreements in on Action using "Send Agreement" (API: echosign_dev1__EchoSignSendAgreementBatchAction ) the Batch will run but the Agreements won't send to the receipients, it will set the Status to "Pre-Send" and nothing else happen. 
When i open our Adobe Account, i can see the Agreements in the Area Draft, but can't send them. I can only View or Edit them.

 

But if i will send only one Agreement, it works fine.

 

So is there a kind of Custom Setting in Salesforce i have to change, or do i have to change some configuration directly in our Adobe Account or is there anything else?

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Send documents , SharePoint and Salesforce integration

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Adobe Employee ,
Apr 01, 2024 Apr 01, 2024

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Hi Kevin N.,

 

Thank you for reaching out.

 

We have checked that you are using the Adobe Sign Enterprise plan. If you have an integration-related question, the experts can best answer it. Please contact our Adobe Sign Enterprise support team for the correct information. You may contact them using the steps in the following help document: https://helpx.adobe.com/sign/using/adobesign-support-resources.html.

Refer to the following help document for more information on Acrobat Sign Integration: https://helpx.adobe.com/sign/integrations/home.html.

 

Thanks,

Meenakshi

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