Online PDF Editor for Salesforce

Type text anywhere on a PDF, erase outdated information, black out confidential details and annotate PDF documents without leaving your Salesforce account.

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Complete PDF Editor

Type text

Type text anywhere on your PDF. Easily change the font type and text size. Underline your text, make it bold or italic in one click.

Annotate a PDF

Annotate your PDF by inserting comments, adding sticky notes or text boxes. Provide recipients with hints on how to complete a document.

Rewrite a PDF

Easily edit text, images and graphics in a PDF document online without leaving your CRM.

Add a Watermark

Make your PDF documents recognizable by embedding a company logo or watermark. Set the size, opacity and orientation.

Insert Pictures and Videos

Customize your PDF documents by inserting high quality pictures. Easily add help/welcome videos without any coding.

Check Spelling

Eliminate typos when filling out your PDF documents. Make important papers look professional by enabling a Spell Checker.

Streamline your

Salesforce

Document Workflow

Business Contract

Manage all business contracts right in your Salesforce account. Make all changes in seconds and keep your contract structure consistent.

Sales Agreement

Customize the terms and conditions of your sales agreements to entice more clients and close more deals faster.

Insurance Form

Improve performance and services by managing your insurance forms online. Increase customer satisfaction and decrease processing times.

Business
Contract

Sales
Agreement

Insurance
Form

Manage all business contracts right in your Salesforce account. Make all changes in seconds and keep your contract structure consistent.

Customize the terms and conditions of your sales agreements to entice more clients and close more deals faster.

Improve performance and services by managing your insurance forms online. Increase customer satisfaction and decrease processing times.

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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