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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 and Get Notification When They are Filled Out

Have you ever needed to host a sales contract or invoice from your Salesforce account on your website?

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 out 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. If you want to get email notification when the document is filled out, check the corresponding circle. Enter email address and decide whether you want to receive a copy of a submitted document with a notification or not.

DaDaDocs for integration with Salesforce

Set the security requirements and activate the document. Share your fillable document via QR code, HTML code or URL.

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.

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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