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DaDaDocs by PDFfiller: Cloud PDF Editor, eSignature & Document Generator

$20 USD per user per month Get in touch with PDFfiller sales team: sales@pdffiller.com or +1(617) 680-7973

Discounts available for nonprofits

Rating

(5)

Listed On

1/23/2017

Latest Release

8/2/2018

Manage document workflow and collect data without leaving Salesforce

Type, edit, erase, blackout, annotate text and e-sign PDF and other documents directly from your Salesforce account using any computer or mobile device. Build fillable PDF forms and merge Salesforce data into a single document.

  • Customize the layout of PDFs and other documents right in Salesforce: redact sensitive data, add company branding, insert sticky notes or rearrange pages.
  • Turn your Salesforce contracts and agreements into interactive fillable forms available to anyone to fill out from any device. Use submitted data to create or update Salesforce records.
  • Send out documents to be signed by your customers and business partners on any desktop or mobile device. Get submitted documents right in Salesforce and receive instant notifications for status changes.
EDIT PDF DOCUMENTS IN SALESFORCE ##Type text anywhere on a PDF; edit sentences and graphics; add sticky notes, comments and textboxes; draw lines and shapes. ####COLLECT CUSTOMER DATA AND GENERATE PRE-FILLED DOCUMENTS##- Turn an existing agreement, contract or invoice into a smart fillable form by dragging and dropping fillable fields.##- Choose from text, data, checkboxes, dropdown menus, date, formula & signature fields.##- Automatically pre-fill business documents with Salesforce data. Get filled-in data directly in Salesforce any time a recipient fills out a document.####CREATE E-SIGNATURES AND DATA CAPTURE WORKFLOWS##E-Sign documents and collect signatures without leaving your Salesforce account. Set editing permissions for each user to avoid unnecessary changes.####STAY SECURE AND COMPLIANT ##Ensure the confidentiality and integrity of your documents:##- secure access to documents by applying a four-digit PIN##- protect sensitive data according to federal statutes##- store Salesforce documents in secure Amazon S3 servers

Designed to Work With

  • Supports orgs where Salesforce Shield services are enabled Salesforce Shield

Highlights

  • Optimized for Lightning ExperienceLightning Ready
  • Compatible with Professional, Enterprise, Unlimited, Force.com, Developer, and Performance EditionsProfessional & Up
  • Apps, tabs, and objects in this package don't count against org limitsNo Limits

Contents of managed packages don't count against your org's app, tab, and object limits. Contents of unmanaged packages count against these limits, so check your org before installing.Package Contents

  • Custom Objects: 12
  • Custom Applications: 1
  • Custom Tabs: 5

Lightning components are building blocks for Salesforce apps. Use global components to build custom apps with tools like Lightning App Builder and Community Builder.Lightning Components

  • Global: 5
  • App Builder: 4
  • Community Builder: 0

Requirements

Other System Requirements
No additional system requirements

Support 1st Level Customer Support is available 24/7/365.

Additional Information

Package Name
DaDaDocs Enterprise
Version
Boston 2.14.3 / 2.14.3
First Release
1/23/2017
Latest Release
8/2/2018
Languages
PDFfiller
Boston,MA
Founded
2008
Phone
800-831-2050
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