DaDaDocs for Salesforce and Quip at Dreamforce 2017

PDFfiller presents DaDaDocs, an All-in-One Document Generator, PDF Editor and eSignature, at Dreamforce 2017

DaDaDocs covers the entire contract lifecycle both within the Salesforce platform and in the Quip Productivity Suite.

This year the DaDaDocs application premiered at Dreamforce, the biggest Salesforce conference with 170,000 attendees and 2700 events. Its team of marketers and developers showcased DaDaDocs with Salesforce at Booth 150. More than 1500 visitors interested in the new app ended up registering for a free trial. With DaDaDocs, users can merge, generate, edit, annotate, redact and eSign online fillable PDF forms without having to leave Salesforce.

One of the biggest announcements at the conference was the launch of the Quip Collaboration Platform. Quip, the main productivity suite for Salesforce users, paved the way for independent software vendors to easily integrate and work together for shared customers. PDFfiller is proud to be among the first partners of Quip on a recently announced collaboration platform. The DaDaDocs Live App, PDFfiller’s integration with Quip, allows users to turn Quip documents into online fillable PDFs, annotate them, send them out to be eSigned, track the status of documents and get documents signed directly in Quip. Now, the entire contract lifecycle can be completed without leaving Quip.

The DaDaDocs team prepared a surprise for all their booth attendees: a giveaway of two drones in exchange for trying out DaDaDocs and Quip. Visitors had to edit and sign documents in both products to participate in the giveaway. DaDaDocs for Salesforce is available via QR code on PDFfiller’s business cards. The DaDaDocs team also provided access to the DaDaDocs Quip Live App for anyone attending PDFfiller’s Booth 150 at Dreamforce. The results will be announced on November 17th, so there’s still time to join the DaDaDocs community.

PDFfiller Unveils DaDaDocs Live App for Quip at Dreamforce 2017

PDFfiller Announces DaDaDocs for the Quip Collaboration Platform, Empowering Companies to Embed eSignature Workflows in Any Quip Document

San Francisco, November 7, 2017PDFfiller, an all-in-one PDF editor, eSignature solution and document generator, today unveiled DaDaDocs, available on the Quip Collaboration Platform, a cloud-based platform that enables teams to collaborate, create and deliver work together, faster. Users can now turn Quip documents into online fillable PDFs, annotate them and send them out to be eSigned, track the status of documents and have them signed directly in Quip. Now, the entire contract lifecycle can be done without leaving Quip.

DaDaDocs for Quip Key Features

DaDaDocs is an online PDF editor, document generator, eSignature manager, fillable PDF form, and data collection tool. DaDaDocs can be seamlessly embedded within Quip, allowing users to merge, generate, edit, annotate, redact and eSign online fillable PDF forms without having to leave the platform.

Edit and eSign Quip documents from within Quip

Comments on the News

  • “Quip is a great productivity tool that our team finds extremely useful for collaborating on anything from software development to customer proposals. We’re proud to have made it convenient for Quip users to get eSignatures without leaving Quip — we’ve combined the most useful feature of our product with an all around great collaboration experience in Quip,” says Gal Steinberg, Vice President at PDFfiller. “When an agreement is finalized, the user can instantly send it out for eSignature to the customer and the customer can sign the agreement from any device.”
  • “Teams need the right apps and tools embedded where they work,” said Patrick Moran, Chief Customer Officer, Quip. “Opening up Quip to our partner ecosystem is a huge milestone, enabling our partners to extend their expertise into the Quip Collaboration Platform, creating a customized collaboration solution for every Quip customer.”

Availability

  • DaDaDocs will be available on the Quip Collaboration Platform in the first half of 2018.

Track signature status of your signed Quip documents without having to leave Quip

About PDFfiller

PDFfiller has been providing its 300,000 customers with an all-in-one online PDF editor, document generation solution and eSignature manager since 2008. PDFfiller’s web-based solution is seamlessly integrated with Salesforce and available on any device — desktop, tablet & mobile.

About Quip

Quip, a Salesforce company and cloud-based collaboration platform, enables teams to create and deliver work together, faster. Combining documents, spreadsheets, apps and chat with live CRM data in a modern way. Quip delivers a central hub to create, collaborate and get better work done. Built mobile-first, Quip breaks down communication barriers and silos enabling every business to collaborate online, offline and from any device. Leading brands including 21st Century Fox, Diageo, Electronic Arts and Facebook have turned to Quip to increase collaboration, productivity and innovation. On average Quip users experience 43 percent less email, 38 percent less meetings and are able to complete projects 37 percent faster in Quip.

Salesforce, Quip and others are among the trademarks of salesforce.com, inc.

DaDaDocs for Salesforce

Salesforce Users Get an All-in-One PDF Editor, eSignature Manager and Document Generation Solution with DaDaDocs

DaDaDocs by PDFfiller is an online PDF editor, document generator, eSignature manager and data collection tool in a single Salesforce app. Users can merge, generate, edit, annotate, redact and eSign online fillable PDF forms.

In 2016, PDFfiller‘s engineering team received a request to provide a PDF editor that could securely redact information from the ChildStory project, a governmental initiative in Australia. The project required that the editor work entirely within Salesforce. This led to the creation of the DaDaDocs integration for Salesforce.

DaDaDocs covers the full document lifecycle for Salesforce. It helps to declutter any stage of a deal: from getting a lead to generating an offer, exchanging edits and signing a contract. Each stage could easily take hours, if not days, without the right product. Here are the most common headaches every Salesforce user struggles with and how DaDaDocs solves them.

Generating PDF Documents and Merging Salesforce Data

Document generation for Salesforce

DaDaDocs generates PDF documents pre-filled with Salesforce data. It merges data from Salesforce objects to automatically create pre-filled documents that retain the formatting of the original PDF. If you’re sending an application to a client, you can pre-fill it with the customer’s information by making a template with Salesforce fields. Once you create the right template with fillable fields, it can be pre-filled with unique customer data as many times as you need to.

Editing PDF Contracts, Quotes and Offers in Salesforce

Robust PDF editor for Salesforce

You don’t have to leave Salesforce or install additional software to edit PDF attachments from your Salesforce objects. The DaDaDocs editor allows users to type text anywhere on a PDF, erase outdated information, black out confidential details and annotate PDF documents online right in your Salesforce account.

In addition to enhanced security and redacting features, DaDaDocs added advanced search capabilities for the ChildStory program. This means that there’s no need to manually skim hundreds of pages of native PDFs to edit, redact or annotate them.

When text is blacked out or redacted using DaDaDocs, the text is truly removed from a file, thus protecting confidential information. In other editors the most common risk is placing a black image over the text leaving the original information still visible to a computer.

Complex eSignature Workflows for Salesforce

eSign documents in Salesforce

eSignatures are a must for any digital document solution. DaDaDocs allows users to eSign documents, create and manage complex eSignature workflows straight from Salesforce. Using PDFfiller’s eSignature manager has already helped police officers in Saginaw County get search warrants approved and signed faster. This experience was brought to the Australian ChildStory program and gets signatures from community partners such as agents of the court and medical professionals faster.

Any Salesforce organization can build its own robust signature workflows with up to 20 signers, setting the signing order and requiring photos for signature authentication. Signed or filled out documents are stored as a PDF in Salesforce.

Collect Salesforce Customer Data via Online Fillable PDF Forms

Collect customer data without having to leave Salesforce

Getting leads through a contact form on your company’s website is easy when you use fillable forms with DaDaDocs. Any online fillable PDF form created in DaDaDocs can be sent via email, a link, shared on social media or hosted online without any coding.

Collecting data directly from customers into Salesforce records works due to the seamless integration of the DaDaDocs Online Fillable PDF Forms with Salesforce objects. It turns static documents into interactive online fillable PDFs. Admins can create PDF documents, add fillable fields to them, map these fields and connect them with Salesforce objects without a single line of code. Every field collects a specific type of data such as signatures, the date, text, numbers, initials and photos. Once a customer fills in a form, the form builder will automatically create a new Salesforce record with the filled-in data or update an existing record. Additionally, a copy of the filled-in PDF will also be added to the Salesforce record for safe keeping.

DaDaDocs has already helped dozens of Salesforce organizations with thousands of users. With DaDaDocs, Salesforce users get a complete document editor and eSignature platform. Without leaving Salesforce, you can transform static documents into interactive fillable PDF forms, generate PDF documents pre-filled with Salesforce data and share your fillable PDF forms on Salesforce and beyond.

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PDFfiller Distinguished with Two Prestigious Document Management Software Awards

We feel delighted to share that our cloud-hosted and easy-to-use document management system is now officially listed on one of the currently most popular B2B software directories, FinancesOnline.com. The platform’s experienced professionals submitted PDFfiller to their standardized scoring procedure, and concluded it met all the criteria to be distinguished as a top performer in its category. Consequently, PDFfiller now has a detailed and review recommending its functionality to more business-tier users and proprietors around the world.

Having witnessed the functionality of our system, and tested the features first-hand, experts decided to give PDFfiller two of their most popular awards: The 2017 Rising Star Award and the Great User Experience Award for the best document management software category. According to them, it is the only app with a streamlined interface, powerful toolkit, and reliable support that qualify for such awards, which makes us even prouder of the achievements of our young, yet promising product.

Thanks to the variety of advanced editing, printing and signing practices, PDFfiller was recognized as a smart alternative for all small and medium businesses. What experts recommend it the most for is the easy drag-and-drop editor and the variety of possibilities to share and download files in all desired formats. They also praised our system for its ability to create legally binding signatures and modern QR codes (currently verified in 50 states under the E-Sign Act of 2000), as well as the multiple security precautions including four-digit pins and two-factor authentication.

More Happy Customers than All of Chicago

Having just reached 10,000 reviews on our Shopper Approved review service, PDFfiller took time out to review some of the facts and figures that lead to so many happy customers.

PDFfiller serves hundreds of thousands of customers, and with more of the features that you need and want to efficiently manage your documents, we found that the numbers of customers and the amount of forms they fill, sign, and send just keeps growing.

Infographics are a great way to brag.. so we decided to brag a bit about the great work we’ve been doing at PDFfiller.

Let us show how we are winning people over, one happy customer at a time!