PDFfiller has 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.

DaDaDocs is currently available on AppExchange at: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000EVIvHUAX