Add Checkmarks to PDF in 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.

Add Checkmarks to PDF

Have you ever needed to add checkmarks to sales contract or invoice stored in your Salesforce account?

With PDFfiller, you can add checkmarks to any PDF or Word attachment and format it online right in your Salesforce account without downloading or installing any software. PDFfiller’s checkmarks can serve as a handy annotation tool or as bullet points. You can even link them to any webpage. You can also put them into any checkbox while filling a form. A checkbox can be of any size, because PDFfiller’s checkmarks are resizable. Apart from the standard checkmark, you can use two more shapes -- crosses and circles.

Once you’ve added our checkmarks to a PDF document, you will never lose them. Even if you convert your PDF to a Word document, PDFfiller’s checkmarks will preserve their position, size and color.

To get started, click on the required object and select Edit Documents button. Select the document from the list and click Edit.

DaDaDocs integration with Salesforce

To add a checkmark to your document, click on its icon in the main toolbar and click where you need to place it.

DaDaDocs integration with Salesforce account

To move, resize or delete the checkmark, use the mini toolbar above it. To change the color, click the color box in the top right corner of the page and select the color you need.

DaDaDocs for Salesforce

To create a hyperlink, click in the top right corner and in the dialog window that will open, enter the URL of a webpage and click Save.

DaDaDocs for integration with Salesforce

When you share or send your document, the recipient will be able to open the page linked to the checkmark.

When you have finished editing, click the Done button in the top right corner and save your document back to your Salesforce account, send it out for signing or turn into interactive fillable form available to anyone to fill out from any device.

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 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

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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