Print and Sign Documents from Salesforce in Person
The best document editing solution for Salesforce
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.
Print and Sign Documents in Person
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. Now your clients can add the legally binding signature to the document on their mobile phone and tablet.
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.
Click the Sign button in the main toolbar.
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.
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.
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. 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.
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.
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