Host Documents on Your Website & Add Help/Welcome Video 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.

Host Documents on Your Website & Add Help/Welcome Video

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

With PDFfiller you can easily create fillable documents right in your Salesforce account and share them with your colleagues and customers to collect essential data. Create and customize the fillable document according to your needs and insert video there. You can share fillable documents by hosting a link, HTML-code or QR-code or just sending it directly to the recipient with LinkToFill feature. Any person who has access to the link can fill the document and submit it to you.

To get started, select the Salesforce object and click the drop-down menu near the required Word or PDF document on the right. Click on Edit.

DaDaDocs integration with Salesforce

Edit the document according to your needs and add the smart fillable fields. Click Done and select LinkToFill from the drop-down menu.

DaDaDocs integration with Salesforce account

Customize the look of the link and add custom logo that will appear at the top of the page when your document is being filled. Insert a link to the tutorial or other video from YouTube to guide the recipients through your document.

Choose the permission and notification settings and activate the link or code. When you’ve set all the options, click the orange Done button.

DaDaDocs for Salesforce

The submitted documents will be automatically uploaded to your Salesforce and PDFfiller accounts.

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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