5 Things About a New Integration for Dealing with Documents Within a Salesforce Iframe – DaDaDocs

Special guest post from Irene Samozdran, Content Marketer, PDFfiler.

Irene Samozdran

Never heard of PDFfiler or DaDaDocs? Here’s 5 things you should know to about them. (EFD – I had never heard of them until seeing them at the Chicago World Tour in June, 2017.)

One: About PDFfiller and how we created the DaDaDocs integration

Let me introduce you to PDFfiller, a company that has been on the document solution market since 2008. We provide a PDF editor, eSignature solution and form builder combined in a single platform. This year we crossed the benchmark of 300,000 customers and decided to take on the strategy of building partnerships with other companies our customers use. Lots of our clients use Salesforce every day. They often struggle with the document management, having to download every document, edit it in another application and upload the results back to Salesforce. This is why we created DaDaDocs for Salesforce. (EFD – I had a great conversation with Gal Steinberg from PDFfiler at the Chicago World Tour. So good, in fact, that it led to DaDaDocs becoming a sponsor of Midwest Dreamin’ 2017.)

Two: What DaDaDocs brought to Salesforce

The main job of the DaDaDocs integration is to simplify complex workflows with documents, cut them down to minutes rather than hours and run every issue entirely within the Salesforce iframe. In a single integration, Salesforce users get an intuitive PDF editor, eSignature platform and form builder for data merging and collection. It means that any problem with documents – adding a customer’s notes to an offer, sending documents out for signature, using data from Salesforce objects to generate contract templates – all these issues can now be solved without leaving Salesforce. We’ve organized a comprehensive kit that should streamline complex business processes on the back end, so you won’t ever have to worry about paperwork again. (EFD – It sounds complex and somewhat confusing, but after watching the demo on the website, it looks like they made it easy! )

Three: Guiding customers through configuration

We understand how complicated setting up a new app can be, which is why we provide full customer support 24/7. When a new customer gets DaDaDocs at the AppExchange, we provide a 7-day free trial. They receive an email with detailed instructions for getting started and a link to contact customer support directly. Our support team is happy to walk anybody through the configuration process. (EFD – Customer support can make or break a deal…just like it can make a meal great or take a restaurant off your list completely!)

Four: How we believe in contributing to IT self-education

At PDFfiller we believe in self-made success. This is also the reason we support educational projects in local IT-communities. Our engineers conduct regular meetups, participate in conferences where they can share their experience and everyone can learn from common mistakes. (EFD – That’s what I like to call giving back to help others grow and learn.)

Five: The philosophy of businesses going green starts with a paperless office

We started this company without a big idea but eventually understood the obvious truth right in front of us. Taking all your documents to the cloud and running a paperless office is the first step to green entrepreneurship. We believe it’s important to do your part for better and cleaner environment. We’re proud to provide a product that helps businesses make that change. (EFD – I used to think that going paperless was far-fetched idea that wouldn’t happen until way out into the future, if it could happen at all. With technology like Salesforce and DaDaDocs, the future just might be here now.)

EFD – Thanks, Irene, for bringing the value of DaDaDocs to my attention and allowing me to share it with others.

One thought on “5 Things About a New Integration for Dealing with Documents Within a Salesforce Iframe – DaDaDocs

  1. 📄💼 Great read, Irene! Loving the idea of seamless document management within Salesforce through DaDaDocs. Impressed with PDFfiller’s 🎓 IT education support and the push for a 🍃 paperless world. Thanks for sharing, Eric! 👏🌐

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