Add a Date to a 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 a Date Stamp to a PDF Form

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

With PDFfiller, you can add a date to any PDF or Word attachment in one click and format it online right in your Salesforce account without downloading or installing any software. Now you can date your contracts and agreements in a second.

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

Click the Date icon in the main toolbar and click where you want to place the date. The current date appears by default. You can change it to any date you want.

DaDaDocs integration with Salesforce account

To move, resize or delete the date, 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

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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