Turn Any Document into a Fillable Form in Salesforce
Turn Any Document into a Fillable Form
Have you ever needed to turn a sales contract or invoice stored in your Salesforce account into an interactive fillable form?
With PDFfiller you can easily transform your Word or PDF documents stored in Salesforce account into interactive form that would allow adding extra information. The times when one had to compile the document from square one based on the possibly available sample are now in the past.
PDFfiller can simplify the document management for accountants, consultants, customer relationship managers and all salespeople organizing their workflow via Salesforce cloud system.
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.
To create fillable fields for various types of data including text, numbers, signatures, dates, photos, dropdown menu, initials, and formulas click on Add Fillable Fields tab on the right.
Depending on the type of the fillable field required, click the corresponding icon. The procedure for adding fields is the same for all field types. Drag and drop the selected field anywhere on the document. Resize the field by dragging its corners or edges. Use the text formatting tools to preset the field’s text format including the font, size, color and alignment of text.
To delete a fillable field, click on the trash can icon above it. You can customize any fillable field. Click Advanced in the right pane and select the options you need.
The Database Field Name is a very useful feature if you create a form with the purpose of gathering information from other people. It makes it easier to export data from the completed forms to a spreadsheet or other Salesforce document for further processing.
If necessary, you can also define the order for filing fillable fields. Click Order tab on the right and make all the required changes.
As soon as you’ve added fillable fields, click the orange Save button to return to the editor.
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