DaDaDocs for Salesforce
Welcome to DaDaDocs for Salesforce. This section contains all necessary information on installing, configuring and using DaDaDocs.
DaDaDocs is the only application on the AppExchange that combines everything you need for your digital document workflow right inside Salesforce. Create complex e-signature workflows, generate documents and forms, edit PDF and Word documents, create and share online fillable forms, automatically create or update Salesforce records using data from filled documents or populate documents with Salesforce data, and much more — all without leaving Salesforce.
Get legally-binding e-signatures without leaving Salesforce. Send up to 20 unique copies of a document to be individually signed by each recipient or by a group of recipients in any order or in a specific order.
Generate PDF documents, share them among your organization’s users, via a direct link or email, or merge and edit them.
Create new or update existing Salesforce records using smart templates. Your clients, colleagues and leads don’t need to have a Salesforce account to fill out documents. Salesforce records are automatically updated or created whenever any data is submitted and can then be used to generate documents.
Create a single DocX or PptX document to use as a template and automatically populate fields from multiple records with DocX and PptX templates.
Turn your documents into fillable forms that are accessible to anyone with embeddable HTML code, a direct link or QR code. Anyone with the link can fill out and submit a form. No Salesforce account is required.
Track all activity in your DaDaDocs account over a specific period of time with the Audit Trail. Detailed reports of all actions that have taken place in your account are available for download.
Sign, share and fill out documents on-the-go from your mobile device. All of your documents are accessible using any device, anytime.
With DaDaDocs, you can focus on business opportunities, not customer authentication or security concerns. Should you encounter any problems using DaDaDocs on your Salesforce organization, please contact us and we'll be happy to assist you.