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The all-in-one native PDF Collaboration for Salesforce Essentials
The pdfFiller Salesforce Essentials Integration is a complex solution which helps you to organize an efficient workflow. Send and sign PDFs in a few taps directly in Salesforce Essentials. Streamline business processes with a PDF Collaboration.
Receive notifications once your documents and forms have been signed. Ensure that documents are not lost. You are involved in the document management process without leaving Salesforce Essentials.
Collect data
Share a link to fill documents directly via Salesforce Essentials and receive completed forms faster. Your teammates and clients can sign and fill out forms on any internet-connected device.
Comply with requirements
Protect your documents from unauthorized access with a four-digit PIN and two-factor authentication. Store sensitive documents in an encrypted folder. Easily restore the previous version of documents.
Application features
PDF Document Editor
Type anywhere in a document
Erase, black out and highlight text
Make notes and comments
Add photo, date and checkmarks
Form Builder
Turn your document into a fillable form
Adjust fillable field validators
Add conditional fields
Flexible workflows
Easily share documents via LinkToFill
Merge documents
Sign contracts while on-the-go
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.
Drawboard PDF PRO: Document Builder, Merging/Rearrange
Copy and paste In Drawboard PDF, use CTRL+C and CTRL+V to copy and paste annotations respectively. Or, right click a selected annotation to get a menu with both options.
Drawboard PDF: Using the app on multiple devices or among family
Drawboard PDF is the most intuitive PDF app on the Microsoft Store. Designed to replace pen and paper, an extensive array of tools and intuitive interface make Drawboard PDF the #1 rated productivity app on the Microsoft Store. Free on the Microsoft Store. PRO subscription is available separately in-app.
Easy PDF markup for Windows 10 - Drawboard PDF
Wacom Devices Go to Drawboard PDF settings and check the 'Use legacy ink' setting. Then go to your Wacom settings and uncheck the 'Use Windows Ink' option.
How do I extract pages from a Drawboard PDF?
Remove selected: Select the page/s that you want to remove from the document and select Remove from the bottom menu.
Document page range: Click on the page range of the documents listed, to open the document page range, you can then use the page numbers to add duplicate pages (or remove pages).
Drawboard PDF: Printing a document Drawboard Help Centre
Drawboard PDF can be used on multiple devices (up to 10 with the same account), as long as you log into the same Microsoft Account you originally obtained it with. This generally helps with: Syncing favorite tools across devices.
Can you print from Drawboard PDF?
How to print a document in Drawboard PDF. Bring the document that you want to print into view. Select Print.
Digitize your paper-based processes with pdfFiller for Native Salesforce Essentials PDF Collaboration
Learn how to streamline your document management, increase productivity, and save precious time using a robust and secure solution for Native Salesforce Essentials PDF Collaboration
Please note: The pdfFiller integration with Native Salesforce Essentials PDF Collaboration 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.
