DaDaDocs at Dreamforce 2017: Host Fillable Forms in Salesforce

Meet DaDaDocs at Booth #1932 at Dreamforce and learn how to host fillable forms on your website
Dreamforce 2017
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.
Schedule a Meeting at Dreamforce®
Find out more about how your company can use DaDaDocs

Our VP of Business Development is ready to discuss finding the right digital document solution for your organization.

We’ll get in touch with you right away so that we can find a convenient time to meet.

Find us at Dreamforce. DaDaDocs booth’s number is 1932.

Host Fillable Forms at Dreamforce 2017

DaDaDocs allows you to create fillable forms right in your Salesforce account and host the fillable PDF forms on your website without any coding. Any person can access your fillable PDF form and submit it to you.

To host a fillable form, open a PDF in the DaDaDocs editor and add smart fillable fields. When you’ve finished, click Done and select LinkToFill from the dropdown menu.

Dreamforce 2017

If a PDF document already has fillable fields, you can skip the editing step and choose the LinkToFill option from the dropdown menu:

Dreamforce 2017

Customize the look of the button, add a company logo and tutorial video. Set the security options, activate a fillable PDF form and select the distribution method.

Dreamforce 2017

When you’ve finished setting your form’s options, click the orange Done button to host the fillable form on your website.

Dreamforce 2017

Submitted documents will be automatically uploaded to your Salesforce account where you can access them anytime. The collected data can be exported to an Excel spreadsheet or to a Salesforce database.

Find out more about how to host fillable forms on your website with DaDaDocs at Dreamforce 2017.

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
Schedule a Meeting at Dreamforce®
Find out more about how your company can use DaDaDocs

Our VP of Business Development is ready to discuss finding the right digital document solution for your organization.

We’ll get in touch with you right away so that we can find a convenient time to meet.

Find us at Dreamforce. DaDaDocs booth’s number is 1932.