Integrate PDFfiller’s DaDaDocs with Salesforce

The best document editing solution for Salesforce
DaDaDocs Salesforce integration
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.
Powerful
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.
Integrate PDFfiller’s DaDaDocs with Salesforce
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.
PDFfiller for Salesforce
eSign & Workflows
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.
DaDaDocs integration with Salesforce

Application Features

PDF Editor
  • Type and erase
  • Black out and redact
  • Add images
  • Draw arrows and lines
  • Place sticky notes and text boxes
Form Builder
  • Turn any document into a smart fillable form
  • 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

Learn More with Guidebooks

Salesforce Guidebook
PDFfiller's DaDaDocs for Salesforce Guidebook
PDF, 8.80 MB
Download
PDFfiller Guidebook
PDFfiller Guidebook
PDF, 6.0 MB
Download
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