DaDaDocs by PDFfiller Announces new Document Automation Capabilities on Salesforce AppExchange, the World's Leading Enterprise Apps Marketplace
SAN FRANCISCO (PRWEB) September 24, 2018 -- PDFfiller announces the latest release of DaDaDocs, an all-in-one online PDF editor, document generator, built-in e-signature and form collecting app, on Salesforce AppExchange, empowering businesses to connect with customers, partners and employees in entirely new ways.
Salesforce users can now automate document workflows right in their accounts. With DaDaDocs, businesses can generate PDF quotes, invoices, contracts and agreements pre-filled with Salesforce data, automatically send them to be signed on any desktop or mobile device and quickly update or create multiple Salesforce records related to different objects.
“DaDaDocs provides organizations with an app that can accelerate document workflow”, says Gal Steinberg, VP of Channels and Business Development at PDFfiller. “DaDaDocs offers an array of features designed to shorten the workflow cycle, mitigate risks and improve operational efficiency.”
Salesforce users can now build the Salesforce workflow they need and choose the action that can act as the trigger for a document to be sent for a signature. Automated signature requests allow businesses to speed up the approval process and increase deal closing rates.
“For example, you can set DaDaDocs to automatically send a fillable branded quote or proposal to new contacts in your Salesforce campaign. Then, DaDaDocs will create or update records with the information each new contact sends back. This automation helps eliminate mistakes and frees up time for prospecting, sales, customers and analytics”, adds Steinberg.
DaDaDocs users are provided with advanced templates that allow them to increase data accuracy while generating pre-filled documents. These templates can be used for updating or creating multiple Salesforce records related to different objects.
“Sometimes you need to obtain additional customer data before sending an invoice for signing,” says Steinberg. “In the past, you would have had to collect customer data using a fillable contact form, export this information to Salesforce and finally create a pre-filled invoice using the submitted data. DaDaDocs allows you to combine these three steps into a single automated process, saving valuable time and resources.”
DaDaDocs brings a simplified authorization process for organization members, allowing admins and users to save time on application onboarding.
“Document management apps integrated with Salesforce may require time for user authentication and connection. Admins have to create an application account for each user, diminishing efficiency,” continues Steinberg. “DaDaDocs overcomes this issue with a simplified access grant.”
Admins can instantly connect organization members to their DaDaDocs package without spending time on licenses or obtaining permission sets.
Get started with the DaDaDocs advanced solution to automate your Salesforce document workflow and increase business revenue.
Built on the Salesforce Platform, DaDaDocs is currently available on AppExchange at: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000EVIvHUAX
PDFfiller is a sponsor of Dreamforce 2018
PDFfiller is a Bronze Sponsor at Dreamforce 2018, the most innovative technology event of the year. PDFfiller is exhibiting at booth 1834 in the Dreamforce Customer Success Expo. Regular presentations showcasing how salespeople can edit PDFs, generate documents pre-filled with Salesforce data, automatically send them to be signed and instantly update or create multiple Salesforce records, will be held throughout the duration of Dreamforce 2018.
About Salesforce AppExchange
Salesforce AppExchange, the world’s leading enterprise cloud marketplace, empowers companies to sell, service, market and engage in entirely new ways. With more than 5,000 solutions, 6 million customer installs and 80,000 peer reviews, it is the most comprehensive source of cloud, mobile, social, IoT, analytics and artificial intelligence technologies for businesses.
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About PDFfiller
PDFfiller has been providing its 400,000 customers with an all-in-one online PDF editor, document generator, built-in e-signature and form builder since 2008. PDFfiller’s web-based solution is seamlessly integrated with Salesforce and available on any device — desktop, tablet and mobile.
GAL STEINBERG, PDFfiller, https://www.pdffiller.com/, +1 617 480 2926, [email protected]
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