Edit the PDFs in Salesforce Document Management Account
The best document editing solution for Salesforce
Watch video
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.
Edit PDFs in Salesforce Account
Have you ever needed to edit the sales contract or invoice stored in your Salesforce document management system?
With the help of the Salesforce document management platform, companies have the opportunity to leave the paperwork mess behind and increase work efficiency with the pdfFiller tools integrated into this platform.
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.
The Salesforce document management system allows users to edit PDF and Word applications, using many pdfFiller options. Check the toolbar above the form.
Add text to your document and edit it (erase, highlight, blackout), add a watermark, picture, notes and annotations, more fillable fields, manage the pages (rearrange, rotate and number them) and check the versions with the following buttons on the toolbar:
Sign the document managed in Saleforce clicking the button ‘Sign’:
With Salesforce document management tools, search the necessary text elements in a form and use the spell check option:
When you have finished editing, click the Done button in the top right corner and save your form back to your Salesforce document management account, send it out for signing or turn it into an interactive fillable form available to anyone to fill out from any device.
When you have finished editing, click the Done button in the top right corner and save your form back to your Salesforce document management account, send it out for signing or turn it into an interactive fillable form available to anyone to fill out from any device.Application features
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.
Tell us about your business
Fill out the form on the right so that our sales representative can contact you and provide the best solution for your business needs.