Document Generator for Salesforce

Easily generate agreements, price lists, contracts and invoices pre-filled with Salesforce data. Create a PDF or DOCX template and merge data from your Salesforce account in a few clicks.

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Automate Document Generation

Create a Reusable Template

Turn any PDF or DOCX document into a fillable template by dragging and dropping fillable fields onto the document. Import Salesforce data directly to your templates.

Generate Pre-Filled PDFs

Merge data from Salesforce records into a fillable contract, agreement or price list. Generate as many professional-looking PDF documents as you need in a single click.

Send out PDFs to be Signed

Instantly send pre-filled contracts, agreements and price lists to your customers and business partners to be signed on any desktop or mobile device in seconds.

Streamline your

Salesforce

Document Workflow

Price List

Generate price lists pre-filled with Salesforce data for your clients and customers in several clicks.

Sales Agreement

Pre-fill a sales agreement with Salesforce data such as names, dates, account numbers, prices and more.

Sales Quote

Save time creating a professional-looking sales quote and instantly send it to your business partners.

Price
List

Sales
Agreement

Sales
Quote

Generate price lists pre-filled with Salesforce data for your clients and customers in several clicks.

Pre-fill a sales agreement with Salesforce data such as names, dates, account numbers, prices and more.

Save time creating a professional-looking sales quote and instantly send it to your business partners.

Stay Secure and Compliant

DaDaDocs helps you ensure the confidentiality and integrity of your documents inside a Salesforce account. Use the Audit Trail to track all document activity in DaDaDocs. View a history of IP addresses, operating systems and browser versions of users that accessed your documents.

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What Salesforce Customers
Say about DaDaDocs:

Christy Hudson

CBI

We recently had this app installed and so far,

we are in love!

The customer service team has been patient, helpful, and super responsive. [...] We are business brokers and are constantly sending docs to both buyers and sellers. [...] Thank you for caring about your customers by

providing excellent customer service

and for creating an app that exceeded our expectations!

Veronica Lira

CEO

This is an essential and

important app in securing signed documents

within the customer service platform. Clients expect efficiency. DaDaDocs provides that [...] Using this app has improved my internal workflow process and delivers what we need in lightning speed. Signed documents mean increased efficiency. Easy to use,

great customer services.

Sarah Boggio

Sales Operations Manager

I was looking at four factors when evaluating tools for implementing the order form in my system: price, functionality, usability, and user-adoption. DaDaDocs excels on each of the evaluation metrics. Additionally, the

support provided by the team was exceptional;

they sat with me and walked me through any issue I was encountering (not a deficit on their end but more on my reading comprehension!).

Get a Free 10 Minute Demo of DaDaDocs' Digital Workflow for your CRM

See for yourself why thousands of businesses around the world trust DaDaDocs to easily manage digital workflows within CRM systems. Drop a note to let us know what you're willing to learn about DaDaDocs and we will customize our demo just for you.

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