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The pdfFiller Richpanel integration is an all-in-one PDF Annotator 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 Richpanel account, get your documents filled out and signed while on the go.
Modify content and change document formatting using the powerful PDF Annotator. 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 Richpanel 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.
Zoho SalesIQ is a customer engagement platform with live chat, website visitor tracking, and analytics capabilities that helps you know your visitors, engage them and support your customers in real time. Here's how SalesIQ facilitates better customer engagement.
How do you integrate Zoho SalesIQ?
Click the Integrations tab from your form builder.
Select Zoho SalesIQ from the left side of your screen and then click the Integrate button.
Now, choose your Zoho SalesIQ Portal and Website.
Under Field Mapping, map Zoho SalesIQ's email field with Zoho Forms' email field.
Set up SalesIQ Integration | Online Help - Zoho CRM
Now, click Settings in the website page.
Choose SalesIQ under Configure section.
The SalesIQ configuration page will then appear, now choose the portal name and the screen name.
If you wish to display the chat widget on your website, then toggle the Chat Enabled option.
Zoho SalesIQ Reviews 2021: Details, Pricing, & Features | G2
You can start a chat directly from the left sidebar or through search. Left sidebar: Click on a user name under Contacts in left sidebar. Search: Type the username in search box, select the user from suggestions and hit Enter.
Zoho SalesIQ | Zoho Forms - User Guide
SalesIQ has introduced 'Mobilisten' (Mobile SDK) for your React Native mobile application. This can be your in-app messaging tool that can be embedded with your existing application. With this, your app users can reach out to you at the click of a button.
How does Zoho CRM integrate with SalesIQ?
New fields in Leads/Contacts module (Visit Summary).
Related list (Visits Zoho SalesIQ).
Notifications in Zoho CRM for the visits in your website.
Digitize your paper-based processes with pdfFiller for Native Richpanel PDF Annotator
Learn how to streamline your document management, increase productivity, and save precious time using a robust and secure solution for Native Richpanel PDF Annotator
Please note: The pdfFiller integration with Native Richpanel PDF Annotator 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.
