Your documents in Salesforce, we make them fillable & accessible through a URL Link
The best document editing solution for Salesforce
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.
Host Documents on Your Website and Get Notification When They are Filled Out
Have you ever needed to host a sales contract or invoice from your Salesforce account on your website?
With pdfFiller you can easily create fillable documents right in your Salesforce account and share them with your colleagues and customers to collect essential data. Create and customize the fillable document according to your needs. You can share fillable documents by hosting a link, HTML code and QR code or just sending it directly to the recipient with LinkToFill feature. Any person who has access to the link can fill out the document and submit it to you.
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. Edit the document according to your needs and add the smart fillable fields. Click Done and select LinkToFill from the drop-down menu.
If the document already has fillable fields, you can skip the editing step and choose LinkToFill option from the drop-down menu.
Customize the look of the link, add custom logo and tutorial video. If you want to get email notification when the document is filled out, check the corresponding circle. Enter email address and decide whether you want to receive a copy of a submitted document with a notification or not. Set the security requirements and activate the document. Share your fillable document via QR code, HTML code or URL. When you’ve set all the options, click the orange Done button.
Read Our Customer Success Stories
Cloud Based PDF Editor, eSignature Manager & Document Generator
Government Agency Uses DaDaDocs
An Australian government agency uses DaDaDocs for Salesforce to securely redact, edit and sign PDF documents.
How Businesses Save with Us
Businesses use pdfFiller to collect information, automate paperwork, edit PDF documents and get eSignatures.
Tell us about your business
Fill out the form on the right so that our sales representative can contact you and provide the best solution for your business needs.