Adobe Commerce (Magento) - OpenText Core Signature Integration and Automation

Common Integration Use Cases Between Adobe Commerce and OpenText Core Signature

1. B2B Contract Acceptance During Account Onboarding

When a new business customer creates an account in Adobe Commerce, the platform can trigger a signature workflow in OpenText Core Signature for terms and conditions, credit agreements, reseller contracts, or master service agreements. Once the document is signed, the signed copy and signature status can be returned to Adobe Commerce to activate the company account, enable negotiated pricing, and allow ordering.

• Flow: Adobe Commerce to OpenText Core Signature, then back to Adobe Commerce
• Business value: Faster customer onboarding, reduced manual follow-up, and controlled access to B2B purchasing

2. Quote Approval and Signature for High-Value Orders

For negotiated B2B deals, Adobe Commerce can generate a quote or order summary and send it to OpenText Core Signature for customer approval and signature. After signature completion, Adobe Commerce can convert the quote into an order and pass it to downstream fulfillment and ERP processes.

• Flow: Adobe Commerce to OpenText Core Signature to Adobe Commerce
• Business value: Shorter sales cycles, fewer email-based approvals, and a clear audit trail for negotiated transactions

3. Customer-Signed Credit Application and Payment Terms Setup

When a buyer requests net terms or credit-based purchasing in Adobe Commerce, the system can send the credit application and payment terms agreement to OpenText Core Signature. After the document is signed, Adobe Commerce can update the customer profile to reflect approved payment terms and route the account for credit limit activation.

• Flow: Adobe Commerce to OpenText Core Signature, then back to Adobe Commerce
• Business value: Streamlined credit onboarding, reduced risk, and faster enablement of account-based purchasing

4. Return Merchandise Authorization and Exception Approval

For high-value returns, warranty exceptions, or special refund approvals initiated in Adobe Commerce, a return authorization form can be sent to OpenText Core Signature for customer or internal approval. Once signed, Adobe Commerce can release the return, generate the RMA, and notify warehouse or customer service teams.

• Flow: Adobe Commerce to OpenText Core Signature to Adobe Commerce
• Business value: Better control over exceptions, reduced disputes, and improved compliance for returns processing

5. Dealer or Channel Partner Agreement Management

Adobe Commerce can support partner portals for distributors, resellers, or franchisees. During partner registration or renewal, Adobe Commerce can send channel agreements, pricing addenda, or territory documents to OpenText Core Signature. Signed agreements can then be stored against the partner record and used to unlock partner-specific catalogs, pricing, or ordering permissions.

• Flow: Adobe Commerce to OpenText Core Signature, then back to Adobe Commerce
• Business value: Faster partner activation, consistent agreement handling, and better governance of channel programs

6. Customer Consent Capture for Regulated Sales Processes

For products that require explicit customer consent, such as regulated goods, subscription renewals, or special service terms, Adobe Commerce can initiate a signature workflow in OpenText Core Signature. The signed consent document can be attached to the customer order or account record in Adobe Commerce for future reference and audit purposes.

• Flow: Adobe Commerce to OpenText Core Signature, then back to Adobe Commerce
• Business value: Stronger compliance, reduced legal exposure, and centralized proof of consent

7. Internal Approval of Commercial Exceptions

When sales or operations teams need approval for price overrides, custom payment terms, or nonstandard delivery commitments in Adobe Commerce, the approval document can be routed through OpenText Core Signature for internal sign-off. After approval, Adobe Commerce can apply the exception to the order or customer record and continue processing without manual document chasing.

• Flow: Adobe Commerce to OpenText Core Signature to Adobe Commerce
• Business value: Faster exception handling, improved accountability, and reduced operational bottlenecks

8. Signed Document Archiving for Order and Account Records

After a signature is completed in OpenText Core Signature, the signed PDF and audit trail can be sent back to Adobe Commerce or linked to the relevant customer, quote, or order record. This creates a complete transaction history for customer service, finance, and compliance teams without requiring separate document searches.

• Flow: OpenText Core Signature to Adobe Commerce
• Business value: Better document visibility, easier audits, and improved service response times