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The all-in-one native PDF Printer for Richpanel helpDesk
Build an efficient workflow within your Richpanel solution with a PDF Printer integration. Create and change documents in the powerful editor as well as seamlessly sign and distribute them. You can also get PDFs signed and collect data from colleagues, partners or clients.
Add fillable fields to your documents so signers can complete them with their own information and signature. The fields are designed for different types of data like text, dates and formulas. You can even add radio buttons and dropdowns for multiple choice and request a signer to place an image.
Workflow optimization
Organize and collaborate on Richpanel documents in the way that is convenient for you and your signers. Indicate a signing order in which the contract will be completed, get notifications upon completion, and request signers to attach additional documents when necessary.
Data protection
Make sure that third parties won’t get access to your sensitive information. pdfFiller provides high-level data encryption. You can also take advantage of two-factor authentication and set passwords for folders and sent documents.
Application features
PDF Editor
Add and remove text
Leave comments
Place textboxes, arrows and draw shapes
Search for necessary parts of a text
Highlight, erase or blackout
Form Builder
Turn your PDFs into fillable forms and send them out for signing
Make your forms reusable by creating templates
Set conditions for how fields should be filled out
e-Signing and Workflows
Post a link to your document on the web to collect data and e-signatures
Automatically pre-fill documents with data from Excel sheets
Merge, split, duplicate documents and rearrange pages
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.
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.
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.
Digitize your paper-based processes with pdfFiller for Native Richpanel PDF Printer
Learn how to streamline your document management, increase productivity, and save precious time using a robust and secure solution for Native Richpanel PDF Printer
Please note: The pdfFiller integration with Native Richpanel PDF Printer 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.
