Recipient Group Functionality for Adobe Sign Salesforce Integration
Feature Request: Recipient Group Functionality for Adobe Sign Salesforce Integration
Request Overview:
We are requesting the implementation of a new feature that allows the use of Recipient Group Functionality within the Adobe Sign for Salesforce integration. This feature would provide the ability to add a recipient group, which includes multiple users, to an agreement sent via Salesforce. This way, any member of the group can take action (approve or sign), and once a single user within the group has completed their action, the agreement can automatically proceed to the next step in the workflow.
Problem Statement:
Currently, when sending agreements through Adobe Sign integrated with Salesforce, each recipient must be individually assigned to an agreement. This can be inefficient when multiple users from the same department or team need to approve or sign the document. The process requires managing multiple individual recipients, which increases administrative complexity and creates delays in document processing.
Proposed Solution:
We propose adding the option to group multiple recipients into a single recipient group in Salesforce. The key features of this would include:
Recipient Group Creation: Allow users to create a recipient group within Salesforce, where the group can consist of multiple users (e.g., employees from the same department or team).
Flexible Signatures/Approvals: The ability for any one user within the group to approve or sign the document. Once any member has completed their action, the document moves to the next stage in the workflow.
Group-based Notifications: Ensure that all members of the group are notified about the status of the agreement (who has signed, and who still needs to take action).
Streamlined Workflow: Eliminate the need to send multiple individual requests for signatures or approvals, improving the overall efficiency of the document approval process.
Benefits:
Efficiency: Reduces the need for multiple individual requests, streamlining the process of obtaining signatures and approvals from groups of users.
Faster Turnaround: Speeds up the approval process as anyone in the group can sign or approve the document, allowing for quicker processing without waiting for every individual to act.
Simplified Management: Makes it easier to manage agreements with multiple recipients by grouping users together, reducing the administrative burden on Salesforce users.
Improved User Experience: Improves the experience for users who need to get documents approved by a team or department, as they can assign a group rather than managing multiple individual signers.
Use Case Scenario:
Consider a scenario where a document requires approval from a team of four people in a department. Instead of sending four individual signing requests, the admin can create a recipient group in Salesforce, add those four users, and send the document out. As soon as one of them signs or approves the document, it automatically moves forward, without requiring all four members to sign.