DaDaDocs at Dreamforce 2017: Generate Documents in Salesforce

Meet DaDaDocs at Booth #1932 at Dreamforce and learn how to generate PDFs
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.
Looking for the right digital document solution for your business?
Schedule a Meeting at Dreamforce®
Find out more about how your company can use DaDaDocs

Our team is ready to discuss finding the right digital document solution for your organization. To schedule your meeting with us, please complete the fields on the right.

Gal Steinberg, Vice President of Business Development at PDFfiller

Jane Finkelstein, Director of Sales Operations at PDFfiller

Eugene Gorelik, Director of Engineering at PDFfiller

Find us at Dreamforce. DaDaDocs booth’s number is 150.

Document Generator at Dreamforce 2017

With DaDaDocs’ advanced document generator you can create templates using existing documents and pre-fill them with Salesforce data.

To use the document generator, select the document that you want to use as a template and click Create Template.

Dreamforce 2017

Add fillable fields to the document using DaDaDocs’ drag and drop wizard.

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Select the field in a designated Salesforce object with the required data (for example: Name).

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Connect other smart fillable fields in the template to Salesforce data using the DaDaDocs advanced document generator.

After you’ve added and connected all the fields to the required Salesforce objects, click the orange Save button.

The new template is now available in all Salesforce objects of this type (such as all Opportunities), for this user.

To see the templates you’ve created, click the Templates tab in the upper DaDaDocs panel.

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To remove a template from the DaDaDocs document generator list click on Delete Template.

Click the Use Template button to pre-fill a template with data from the selected Salesforce objects.

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The fillable fields of the open document now contain information from the linked fields of a Salesforce object:

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A pre-filled document will appear in the document list.

Find out more about DaDaDocs’ advanced document generator at Dreamforce 2017.

Read Our Customer Success Stories
Cloud Based PDF Editor, eSignature Manager & Document Generator
Government Agency Uses DaDaDocs
An Australian government agency uses DaDaDocs for Salesforce to securely redact, edit and sign PDF documents.
How Businesses Save with Us
Businesses use PDFfiller to collect information, automate paperwork, edit PDF documents and get eSignatures.
Looking for the right digital document solution for your business?
Schedule a Meeting at Dreamforce®
Find out more about how your company can use DaDaDocs

Our team is ready to discuss finding the right digital document solution for your organization. To schedule your meeting with us, please complete the fields on the right.

Gal Steinberg, Vice President of Business Development at PDFfiller

Jane Finkelstein, Director of Sales Operations at PDFfiller

Eugene Gorelik, Director of Engineering at PDFfiller

Find us at Dreamforce. DaDaDocs booth’s number is 150.