Host Documents on Your Website & Collect Data in A Few Clicks 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 & Collect Data

Have you ever needed to quickly collect data from 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. You can share fillable documents by hosting a link, HTML-code and 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

If the document already has fillable fields, you can skip the editing step and choose LinkToFill option from the drop-down menu.

DaDaDocs for Salesforce

Customize the look of the link, add custom logo and tutorial video. Set the security requirements, activate the document and select the distribution method.

DaDaDocs for integration with Salesforce

When you’ve set all the options, click the orange Done button.

Integrate DaDaDocs with Salesforce

The submitted documents will be automatically uploaded to your Salesforce and PDFfiller accounts where you can access them anytime. The collected data can be exported to Excel spreadsheet or other documents from your account.

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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