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I'm in the process of trialing Adobe Sign within Dynamics 365 (Online).
One of the main ways we're hoping to use Adobe Sign, is:
I get how to (by using Data Mapping) get values from the Opportunity to automatically populate the agreement.
What I'm not clear on, is whether it is possible to map a table listing the Products from the Opportunity Lines within the agreement.
Anyone been able to do this or can point me in the right direction? I've not been able to find any documentation that describes this.
Thanks very much
As you have a query related to Adobe Sign integration, you may refer to this help document Integration reference guides | Adobe Sign
If you have any questions regarding the integration, I would suggest you contact the Adobe Sign pre-sales team.
For testing purpose, I would suggest you register for the free Developer Edition of Adobe Sign.
Please make sure that you register the account with an email address which does not have any Adobe Sign account linked with it.
The settings for integration are not enabled by default in the free Developer account.
I would recommend you contact Pre-Sales team to get the settings enabled.
They will be able to provide pre-sales technical assistance to you.
Please refer to this link Adobe Sign plans for individuals and businesses | Adobe Document Cloud to get in contact with them.
Hope it helps.
Let us know if you need any help.