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The pdfFiller MeraCRM integration is an all-in-one PDF Comments that allows you to edit, erase, black out, annotate and type text as well as sign and complete any PDF document. Easily manage PDF files directly from your MeraCRM account, get your documents filled out and signed while on the go.
Modify content and change document formatting using the powerful PDF Comments. Type on a contract, erase typos, highlight important information or black out confidential data. You can also leave comments with sticky notes or text boxes.
Dynamic fillable forms
Turn your PDF files into dynamic fillable forms, automatically pre-fill contracts and agreements with information you already have. Send out your PDFs to be signed and filled out by colleagues and partners and get instant notifications in your MeraCRM account once your document has been completed.
Advanced data security
Rest assured that all your sensitive information is well-protected with advanced encryption and authentication. You can password protect your sales contracts and make sure the right recipient signs and edits it.
Application features
PDF Editor
Add text, text boxes and checkmarks
Add images and welcoming videos
Leave comments on sticky notes and annotations
Erase and redact information
Highlight and black out text
Draw any shapes
Form Builder
Make any static PDF fillable by adding fillable fields
Add checkboxes, formulas, signature and date fields
Customize your document with videos and images
E-signature workflows
Sign a document yourself and get it signed by others
Get notified once a document has been signed
Collect multiple signatures, set a signing order, and keep track of all document changes
Questions & answers
Below is a list of the most common customer questions. If you can’t find an answer to your question, please don't hesitate to reach out to us.
Use annotation and drawing markup tools to add comments in
Choose Tools > Comment. The Comments toolset is displayed in the secondary toolbar and the Comments list is displayed in the right pane.
Using the Options menu at the upper-right corner of the Comments list, do any of the following: Expand or collapse the comments.
How do I extract comments from a PDF?
Export selected comments In the comments list, select the comments you want to export. Note: To open the comments list, choose Tools > Comments. From the options menu in the comments list, choose Export Selected To Data File.
How to export PDF markups and annotations into Excel
To select multiple comments, you need to click just below the top edge of each comment while holding down a modifier key. For example, to select a range of comments, click the first comment you want to select, and then Shift-click just below the top edge of the last comment you want to select.
How do I export comments from PDF to Excel?
On the menu bar go to Comments->Export Comments->XML.
Open the comments pane by clicking on the Comments button at the bottom left of PDF Studio. Then click on the down arrow to open the export menu and select Export to XML.
Digitize your paper-based processes with pdfFiller for Native MeraCRM PDF Comments
Learn how to streamline your document management, increase productivity, and save precious time using a robust and secure solution for Native MeraCRM PDF Comments
Please note: The pdfFiller integration with Native MeraCRM PDF Comments is not available yet. We created this page to find out whether the integration is in demand among our users. Once confirmed, we will add it as soon as possible. Please reach out to us for more updates on the status of this integration.
