We use cookies to improve security, personalize the user experience, enhance our marketing activities (including cooperating with our marketing partners) and for other business use. Click here to read our Cookie Policy. By clicking “Accept“ you agree to the use of cookies. ... Read more Read less
The all-in-one native PDF Printer for Salesforce Essentials helpDesk
Build an efficient workflow within your Salesforce Essentials 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 Salesforce Essentials 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.
Edit a document in a document library - Office Support
When you open a PDF file, we use an Office 365 service to convert it from a PDF to a Word document in the . DOCX format. You will be prompted to consent to using this cloud-based service before you can save the new file and edit it just like you would any Word document.
Can you edit PDFs in SharePoint?
Check out a file from SharePoint (Windows) Using Internet Explorer, navigate to the PDF file on the SharePoint portal. Click the document or choose Edit Document from the file pop-up menu.
Can you edit documents in SharePoint?
Edit files in a SharePoint in Microsoft 365 or SharePoint Server 2019 document library directly in the browser or from an app. Microsoft 365 file types (like Word or Excel) are available for editing both in the browser and in the app.
Digitize your paper-based processes with pdfFiller for Native Salesforce Essentials PDF Printer
Learn how to streamline your document management, increase productivity, and save precious time using a robust and secure solution for Native Salesforce Essentials PDF Printer
Please note: The pdfFiller integration with Native Salesforce Essentials 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.
