Digitize your sales transaction workflow
pdfFiller allows sales teams to speed up transactions and win more deals while minimizing document errors and cutting down on paperwork costs.
Use case overview
A sales manager uploads a purchase order form to their pdfFiller account or finds it in the online library. Then, the form is published on the company’s website so that potential customers can easily fill it out, eSign, and submit their request from any device. All incoming orders instantly appear in the sales team’s pdfFiller inbox. After processing the orders, sales representatives pre-fill and send contracts or invoices to customers for approval.
Benefits for sales professionals:
Saved up to 40 employee hours per month
Eliminated expenditures for shipping and scanning documents
Secured environment for the safe storage and transmission of customer data
Reduced printing costs by 70%
Eliminated form errors and lost files
Integration with Salesforce, Google Docs & Drive, Gmail, Dropbox, etc.
Learn how pdfFiller customers save money and time
Why sales teams choose pdfFiller
Edit documents online
Instantly upload your contracts, invoices, and purchase orders in PDF format and edit them on any desktop or mobile device. Fill out forms, rewrite or redact PDFs, add graphics, and more.
Automate data capturing
Turn your order and request forms into fillable PDFs and make them available on your website for filling out and signing. Once a customer completes your form, it is automatically sent to your inbox.
Save time preparing documents
pdfFiller allows you to automatically complete up to 1,000 sales agreements, quotes, invoices, or any other uniform documents by using data from a spreadsheet or CRM.
Manage PDFs inside your CRM
Integrate pdfFiller with Salesforce, Microsoft Dynamics, or other CRMs to seamlessly manage, edit, and eSign PDF documents without switching between apps.
Get the right sales forms
pdfFiller’s vast online library of over 25 million ready-to-use forms is at your fingertips. Find contract templates, bills of sale, purchase order forms, and more, and edit them in seconds.
Maintain security and auditability
Manage and store your files securely in the pdfFiller cloud. Track any document’s audit log to ensure its authenticity. pdfFiller maintains industry-leading standards for security and compliance.
Check out the most popular sales forms
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Learn how pdfFiller stacks up against the competition
This chart represents a partial list of features available in pdfFiller, PandaDoc, Adobe Acrobat and DocuSign
PandaDoc
Adobe Acrobat
DocuSign
PDF Editor & Document Creator
Edit PDF
Add Fillable Fields
Conditional fields
Custom Branding
Create documents and forms
Library of forms
Document Converter
PDF Converter
Merge PDF
Security & Compliance
Protect PDF
Encrypted folders
Audit Trail
HIPAA Compliance
Fillable forms
Host Fillable Forms
Collect Payments
Fill in multiple forms at once
Integrations
API
Send to the IRS
Mobile
Mobile Apps
Offline mode on mobile
Notarize
Sell forms
Step by step guide for a sales transaction workflow
1.
Register your pdfFiller account. You can try pdfFiller risk-free with a 30-day trial.
2.
Upload your company’s purchase order form to your pdfFiller account, create one from scratch, or find a template in the online library.
3.
Open the document in the editor and then add fillable fields to the form.
4.
Make the order form public using LinkToFill.
5.
Enable prospects to fill out and eSign the form by publishing it on your website.
Pro tip: You may require customers to pay for an order upon submitting a form.
6.
Once a customer completes and eSigns the order, you’ll find it in your pdfFiller inbox.
Pro tip: You can easily export data from filled out forms to Salesforce or other CRMs using Export in Bulk.
7.
Prepare a contract template. Upload a document, add fillable fields where needed, and click Convert to template.
8.
Create a personalized contract from a template. Pre-fill a document with order details and email it via signNow. You will get a notification once the contract is signed.
Pro tip: Save time pre-filling multiple forms using Fill in Bulk. You can pre-fill up to 1,000 documents at a time by adding information from your database or CRM to a table.
Why do sales professionals choose pdfFiller?
Start saving time and money on document routines right now.
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Hassle-free PDF editing
Faster approvals with eSignatures
Annotation tools
Secure cloud storage
Powerful document sharing