eSign PDF Documents from Salesforce Online

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.

eSign PDF Documents Online

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

PDFfiller allows you to sign any Word or PDF document right in your Salesforce account. In the past, you probably had to print the document, fill and sign it, and either scan it or send a hard copy to wherever it needed to go. Besides needing a printer and a scanner, the whole process was just too time consuming. PDFfiller will simplify your workflow. All signatures added in PDFfiller are legally binding under the E-Sign Act (2000).

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

Click the Sign button in the main toolbar.

DaDaDocs integration with Salesforce account

This will open the Signature Wizard that allows you to type, draw, upload, capture a signature with a webcam, or sign the document on a mobile device.

DaDaDocs for Salesforce

To type a signature, click the T icon and type your name. Click Save and Use to use the signature immediately or Save to use it later. In both cases, the signature will be saved in the Signature Wizard.

DaDaDocs for integration with Salesforce

Click where you need to place the signature. Use the mini toolbar to resize the signature or change its position.

Integrate DaDaDocs with Salesforce

To draw a signature, click the fountain pen icon and use your mouse or trackpad to draw your signature by clicking and dragging. You can also change the color and thickness of the signature. Save and place the signature exactly where you want it to appear.

DaDaDocs Salesforce integration

To sign with your finger, click on mobile device and enter your phone number or email address. Open the link you receive via text message or email on your phone, and follow the instructions to sign with your finger.

DaDaDocs integrates with Salesforce

To capture a signature, click the webcam icon and allow PDFfiller access to your camera. Then simply sign a piece of paper and hold it up to the camera, so the signature fits inside the blue box. You can then choose to make adjustments to the scan, or use the signature as-is.

To upload a signature, click the arrow icon and navigate to an image of your signature on your computer. Just like with capture, you can then choose to use the signature as-is, or make changes. Available edits include crop, brightness, contrast, flip, rotate, and auto-adjust. PDFfiller can verify your signature with a stamp showing the date when you signed the document. To show the stamp, just click its icon.

You can create as many signatures as you like and save them in the wizard. Your signatures will automatically appear in the Signature Wizard, ready to be used any time you need to sign a document. You can also remove any signature with the trash can icon.

DaDaDocs integrates with Salesforce account

When you have finished editing, click the Done button in the top right corner and save your document back to your Salesforce account, send it out for signing or turn into interactive fillable form available to anyone to fill out from any device.

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
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