Integrate PDFfiller’s DaDaDocs with Salesforce
The best document editing solution for Salesforce
The DaDaDocs Salesforce integration is a complete online editor for typing, editing, erasing, blacking out and annotating text as well as signing documents. Work with Word and PDF files in your Salesforce account, and share documents with your partners making them available to anyone on any mobile device.
Turn static documents into dynamic ones by adding smart fillable fields. Get the document filled out, signed and save the collected data as an Excel sheet or import it directly into your CRM as a Salesforce object.
Save time creating business proposals and contracts containing data pre-filled from Salesforce objects. Easily connect fillable fields in your templates to the required fields in Salesforce and send the pre-filled documents out for signing or make them publicly accessible via a button or a link.
Fast and Intuitive
Complete a contract or proposal, send it out for signing to up to twenty recipients right from your Salesforce account and get the signed copy back in minutes. Close deals quickly with improved data accuracy.
Secure & HIPAA compliant
Ensure the confidentiality of your documents: secure a recipient’s access to documents with a four-digit PIN, 2-factor authentication and keep a record of the name and emails of recipients.
Enjoy all the advantages of the new Salesforce Lightning technology. Use all the powerful features of the DaDaDocs editor, form builder and eSign solution with the Lightning Experience.
- Type and erase
- Black out and redact
- Add images
- Draw arrows and lines
- Place sticky notes and text boxes
- Turn any document into a smart fillable form and connect fillable fields to values from a Salesforce object
- Use checkboxes, drop-down menus, date and signature fields, formulas and images
- Define the filling order and add instructional videos to guide clients through the document
eSign & Workflows
- eSign documents and collect signatures
- Get instant notification with a copy of the document once it's been filled out
- Work together on any device to access, edit, collaborate and comment on a single document
DaDaDocs Fulfills the Needs of Salespeople Better than the Competition
Our document management tools make editing, completion and creating business documents faster and more affordable than ever
|Create Documents pre-filled with Salesforce data|
|Add Smart Fillable Fields|
|Type in PDF|
|Erase in PDF|
|Black out & Redact in PDF|
|Add Images & Tables in PDF|
|Draw Arrows & Lines in PDF|
|Add Watermarks, Videos & Company Logos|
|Add Sticky Notes & Text Boxes|
|Search and Replace Text in PDF|
|Spellcheck in PDF|
|Add a Signature on Mobile|
|Request Additional Documents|
|Track Sent Document|
|Unique Document ID|
|Host Fillable Forms|
|Extract Collected Data|
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