Adobe Sign Discovery Form

Account Planning Prior to Call

Who is the customer? UNIVERSIDAD DE VALPARAISO
Company name _______________________________________

Svonimir Espergues
Contact name ________________________________________

TI
Contact position _______________________________________

TI
Department or group ___________________________________

Who is the partner? CLEVERTEC

Partner Company name __________________________________

MIGUEL SALDAÑA
Partner contact name ___________________________________

msaldana@clevertec.cl
Partner contact email ___________________________________

How many seats of Acrobat do they own? 0

________ Standard ________ Pro _________ Total Tip:

Once you begin your discovery

What version of Acrobat are they running? ✔ DC
X XI 2017 2020 call, always verify with the
customer the license counts
How many seats of CC are they using? 0 and programs. They could have
_________ Single Apps ________ All Apps _________ Total
purchased through another
reseller or your counts may be
What buying program did they utilize inaccurate.
TLP/CLP VIP team
for these seats?
ETLA ✔ VIP enterprise

What key industry are they in?

(type the industry manually if not listed) Education Reset Form

VIP#?

DISCOVERY FORM 1 of 2
 Adobe Sign specific questions
*How many people need to send documents out for signature? 15
______________________________________

*Approximately how many agreements do they need to send per year? 53000
______________________________________

*What is the approximate revenue opportunity? $ 65,190

______________________________________

How do they get documents signed today? Pen and Ink

______________________________________

*Describe the processes (use cases) for Adobe Sign Various processes related to the
paperless strategy they want to adopt.
______________________________________

Do they need a separate group for just Adobe Sign yes no

Are they using federated identity today with other Adobe products? yes no

Do they need adherence to a particular compliance (i.e. HIPPA) yes no

yes no
Will Adobe Sign be replacing a competitive solution for e-signatures? If so list.
Name of competitor:______________________
Does this purchase require IT approval? yes no
Tip:
You need to ensure you have
complete answers to item 1, 2,
5 and 11 to accurately ascertain
the product recommendation.

yes no
*Do they need to integrate with any existing systems? If so which ones.
Integrations needed:______________________

Do they use Office 365? yes no

Do they use Sharepoint or Dynamics? yes no

Do they need a certificate solution? yes no

Do they understand Adobe Sign is a cloud solution? yes no

DISCOVERY FORM 2 of 2