Add Signatures into PDFs in Salesforce
Add Signatures into PDFs 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.
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 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.
Click where you need to place the signature. Use the mini toolbar to resize the signature or change its position.
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.
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.
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.
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.
- Type and erase
- Black out and redact
- Add images
- Draw arrows and lines
- Place sticky notes and text boxes
- 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 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