DaDaDocs for Salesforce: Your PDF Editor and Fillable Forms Creator
Last week, PDFfiller released its DaDaDocs integration for Salesforce. It was created to allow Salesforce users to edit PDF or Word documents, collaborate, redline or turn them into interactive fillable forms with built-in electronic signatures, all without having to leave Salesforce.
DaDaDocs is the only application on the AppExchange that allows you to collaboratively edit documents including native or image PDFs. You can start with a template, add fillable fields, or leave comments on your documents with sticky notes and annotations, track the activity inside the document, and restore earlier versions if needed. You can also provide access to others to redline, comment and edit the document. Keep track of all the changes with an audit trail and go back to previous versions with version history.
Here’s a look at the features that DaDaDocs has to offer:
We work hard to make sure your business will benefit from using DaDaDocs. Let’s take a brief look on the key features and what you can get with them.
Save time while editing, redacting and collaborating on PDFs and document attachments using a built-in editor and annotator. The thing that sets DaDaDocs apart is that it allows users to add to, type in and edit absolutely any PDF or Word document from within Salesforce. Now it’s possible to erase, redact sensitive data, highlight text, add sticky notes or rearrange pages in PDF documents without leaving Salesforce.
Since most invoices and proposals are saved and sent as a PDF, it can be frustrating to spend hours editing PDF documents and collaborating on them while negotiating contracts or finalizing purchase orders. With DaDaDocs you no longer need to download the documents to be edited and upload them back to Salesforce after they are done. Once you notice a typo or out-of-date information you can change the document right on the spot without leaving Salesforce and stopping the flow of interaction with your business partners.
Turn your documents into e-sign ready, interactive fillable forms. DaDaDoсs allows you to turn your contracts, purchase orders, quotes and applications into secure fillable forms with smart fillable fields like text, signature fields, dropdown lists or formulas. All your forms are always available for completing and signing from any internet connected device.
Here’s how one of our clients, New York Bariatric Group, used these features to improve their business workflow. Information is collected from patients via fillable forms, signed and then exported. This cuts down on overhead for paperwork and physical storage as well as expediting the process and eliminating errors due to illegible forms. You can read a detailed whitepaper about their process here.
Send documents to be filled out and signed and receive them fully completed in minutes rather than hours. Despite the plethora of e-signature solutions on the AppExchange, none of them provide Salesforce users with the combination of a complete document editor and e-signature solution. DaDaDocs does. You can entrust the whole workflow to a complete document management platform, saving time on making changes, annotating, redlining and getting documents signed in one place without leaving Salesforce.
With DaDaDocs you will react more quickly to customer activity in your documents by tracking document status, version control and receiving instant notifications after the document is completed.
All features of DaDaDocs are fully available on any mobile device, and the fact that all your documents are saved in the cloud means that they are accessible anywhere and anytime.
Fully brand all your documents so that customers, partners and colleagues recognize your forms. You can add your company’s logo, branded colors and watermarks in just a few clicks to any of your documents or fillable forms. Professional graphics and a familiar brand name on a form or contract create trust and make forms easier to understand.
Collect data from forms and documents and import it into Salesforce. No need to retype or do data entry. DaDaDocs allows you to collect information from filled out forms and easily add it to a Salesforce Opportunity or export it as an Excel spreadsheet. It’s also easy to merge data from the Opportunity with the form or document to respond to a customer with a specific proposal, quote or contract. Suppose that you need to quickly respond to important order: Now it takes several minutes to receive completed order form, export the data to Salesforce, merge it with the final receipt, and send it back to be signed.
Focus on business opportunities, not customer authentication and security problems. You can keep your documents in the the cloud with PDFfiller’s secure data storage facility. HIPAA compliance and security options like two-factor authentication, audit trails and document ID tracking safeguard the privacy and integrity of each document and account.
Make Your Workflow Faster and Business Easier with DaDaDocs
As you can see, the Salesforce integration with DaDaDocs makes it is easier and faster to share and collaborate on all of your business documents. Have contracts signed and forms completed from any internet-connected device, anywhere and at any time in just a few clicks, rather than the hours or days it may have taken to complete them before.
Check out our official integration page on the Appexchange to try using DaDaDocs for Salesforce.