Merge Salesforce Proposal Template with pdfFiller in no time Gratuito
Drop document here to upload
Up to 100 MB for PDF and up to 25 MB for DOC, DOCX, RTF, PPT, PPTX, JPEG, PNG, JFIF, XLS, XLSX or TXT
Note: Integration described on this webpage may temporarily not be available.
0
Forms filled
0
Forms signed
0
Forms sent
Discover the simplicity of processing PDFs online
Upload your document in seconds
Fill out, edit, or eSign your PDF hassle-free
Download, export, or share your edited file instantly
Top-rated PDF software recognized for its ease of use, powerful features, and impeccable support
Every PDF tool you need to get documents done paper-free
Create & edit PDFs
Generate new PDFs from scratch or transform existing documents into reusable templates. Type anywhere on a PDF, rewrite original PDF content, insert images or graphics, redact sensitive details, and highlight important information using an intuitive online editor.
Fill out & sign PDF forms
Say goodbye to error-prone manual hassles. Complete any PDF document electronically – even while on the go. Pre-fill multiple PDFs simultaneously or extract responses from completed forms with ease.
Organize & convert PDFs
Add, remove, or rearrange pages inside your PDFs in seconds. Create new documents by merging or splitting PDFs. Instantly convert edited files to various formats when you download or export them.
Collect data and approvals
Transform static documents into interactive fillable forms by dragging and dropping various types of fillable fields on your PDFs. Publish these forms on websites or share them via a direct link to capture data, collect signatures, and request payments.
Export documents with ease
Share, email, print, fax, or download edited documents in just a few clicks. Quickly export and import documents from popular cloud storage services like Google Drive, Box, and Dropbox.
Store documents safely
Store an unlimited number of documents and templates securely in the cloud and access them from any location or device. Add an extra level of protection to documents by locking them with a password, placing them in encrypted folders, or requesting user authentication.
Customer trust by the numbers
64M+
users worldwide
4.6/5
average user rating
4M
PDFs edited per month
9 min
average to create and edit a PDF
Join 64+ million people using paperless workflows to drive productivity and cut costs
Why choose our PDF solution?
Cloud-native PDF editor
Access powerful PDF tools, as well as your documents and templates, from anywhere. No installation needed.
Top-rated for ease of use
Create, edit, and fill out PDF documents faster with an intuitive UI that only takes minutes to master.
Industry-leading customer service
Enjoy peace of mind with an award-winning customer support team always within reach.
What our customers say about pdfFiller
See for yourself by reading reviews on the most popular resources:
Really good, not sure how I would be at editing large amounts of info on a PDF with the website but I could be surprised if I went through the online training.
2017-01-20
I love that you can turn any document or picture into pdf. As a loan officer, I need copies of driver's license and social security. Everyone has a nice phone but the format is not PDF. This PDFfiller is the best. It only has a few fonts. That is the reason for the 4 out of 5.
2020-01-08
What do you like best?
I have several forms that need to be filled out and faxed back to companies. I love that I can fill them out online and fax the PDF back, rather than fill in and fax by hand.
What do you dislike?
The home screen can be confusing to find all my documents sometimess
What problems are you solving with the product? What benefits have you realized?
Solving having to do things by hand. Easily reproduced when needed.
I have several forms that need to be filled out and faxed back to companies. I love that I can fill them out online and fax the PDF back, rather than fill in and fax by hand.
What do you dislike?
The home screen can be confusing to find all my documents sometimess
What problems are you solving with the product? What benefits have you realized?
Solving having to do things by hand. Easily reproduced when needed.
2019-05-28
Awesome Product
The software is very user friendly. It's a great value for the cost. Makes my life so much easier
None so far. The software is pretty awesome
2019-10-01
several clunky features
There are several clunky features I did not like.
(1) My first issue was that when editing text, the font would change from Times New Roman to Arial within the edit box. The user had to "tell" the computer to switch back to Times New Roman.
(2) Another issue I spotted is that if I want to italicize ONE word on a line of text, the entire line will become italicized. This was cured by deleting the italicized word, then creating a separate text box with the italicized word in it. The italic text box was dropped into the line of text with the plain text around it.
(3) When editing text, the size of text will drop down a size or two. The writer must "bump" up the text size with the upward arrow to get it to match the text in the original document.
Otherwise, I like using PDFfiller. Of course, PDF editing is not as simple as ordinary word editing. Or perhaps PDF editing gets easier after continual practice.
2023-09-23
A good pdf editor, although there is still some work to do with the command consistency with the environment (windows keys, for instance while editing a document if we press home the screen goes to the header of the document).
2023-08-16
Although I accidentally subscribed to…
Although I accidentally subscribed to the service for a long time (forgetting that I did) and the subscription was taking money out of my account, gilbie sorted this out straight away for me and made sure all the money from previous months was refunded to my account. Very kind and helpful customer service.
2022-09-25
best customer service I've experienced
Software works good, had no problem at all. The customer service was top notch. They helped resolve my account problems within the first hour I sent out the form. Polite and efficient. The excellent service provided was the last and fith star.
2021-10-21
What do you like best?
How easy it is to use, the signature function too.
What do you dislike?
History saves only one document and can't change it.
Recommendations to others considering the product:
It's great, so don't hesitate
What problems are you solving with the product? What benefits have you realized?
Don't need a printer and scanner to fill out documents
2021-02-15
Merge Salesforce Proposal Template Feature
The Merge Salesforce Proposal Template feature streamlines the process of creating personalized proposals within Salesforce. This tool enhances user efficiency by allowing you to merge data seamlessly from your Salesforce records into ready-to-send proposal templates. It simplifies generating tailored documents that resonate with potential clients.
Key Features
Seamless integration with Salesforce data
User-friendly interface for easy template customization
Multiple template options to suit different industries
Automatic update of data fields in real-time
Ability to save and reuse custom templates
Potential Use Cases and Benefits
Sales teams generating quick proposals for prospective clients
Consultants needing to present detailed service offers
Marketing departments creating tailored outreach documents
Business development teams preparing comprehensive bids
Freelancers offering personalized service agreements
This feature directly addresses the challenge of time-consuming proposal creation. By automating data integration, it reduces manual tasks, minimizes errors, and allows you to focus on client engagement. Ultimately, it leads to faster turnaround times, improved document accuracy, and enhanced productivity, making your proposal process smooth and effective.
#1 usability according to G2
Try the PDF solution that respects your time.