Type Text in PDF Documents in Salesforce

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.

Type Text in PDF Documents

Have you ever needed to type text on sales contract or invoice stored in your Salesforce account?

Have you ever needed to edit PDF or Word agreement or proposal stored in your Salesforce account? In the past, you probably had to print the document, fill it out, add pictures, highlight text and add your comments. Then, you would either scan it or send a hard copy to wherever it needed to go. Besides needing a printer and a scanner, the process probably took far too much time to complete. Now there is a far easier way to edit PDFs right in your Salesforce account -- you can simply use PDFfiller. PDFfiller’s powerful tools provide a lot of useful features for working with your PDFs. You can type text anywhere on your PDF and edit it according to your needs.

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

Choose the Text button or just click anywhere on the document and start typing. You can move text by dragging the text box. You can also change the font type or size by clicking the corresponding dropdown in the toolbar. To underline your text, to make it bold or italic, use the U, B, and I icons. Click the black square to change the color, and click the tree icons to resize the text.

DaDaDocs integration with Salesforce account

To delete text, just click the trash can icon in the mini toolbar.

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
Download
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