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dreamforce

Meet us at Dreamforce’18 to close more deals in 2019 with workflows powered by DaDaDocs

PDFfiller is excited to take part in Dreamforce 2018 and will be featuring DaDaDocs — an all-in-one online PDF editor, document generator, e-signature and form building app for Salesforce.

This year, DaDaDocs unveils new document automation capabilities empowering Salesforce users to automatically send contracts, agreements and proposals for signature and data collection and instantly update records – all without leaving their Salesforce accounts.

Organizations use DaDaDocs to ensure accuracy and cut costs by generating branded price lists, quotes and proposals pre-filled with Salesforce data related to different records.

From now on, users can create the Salesforce workflow they need and automatically send documents to be signed or completed. Moreover, any data submitted is automatically used to create or update Salesforce records, without the hassle of manual data entry. DaDaDocs’ automated signature requests allow businesses to speed up approval processes and increase deal closing rates.

To save time on new member onboarding, DaDaDocs offers Salesforce organizations a simplified authorization process. Salesforce admins connect organization members to their DaDaDocs package in one click, without having to spend time on licenses or obtaining permission sets.

 


 

DaDaDocs is the only app on the AppExchange that allows Salesforce users to edit PDFs, generate documents pre-filled with Salesforce data, send documents to be signed or turn them into data collection forms within a single solution.

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