Easily merge Dynamics data into your fillable PDF forms to create a completed contract, purchase order or proposal in seconds. Share your documents with clients and business partners to be signed and completed on any desktop or mobile device. Type, edit, erase, black out and annotate text in any PDF document stored in Dynamics and SharePoint, all without leaving Dynamics.
Automatically generate PDFs pre-filled with Dynamics data
Focus on your customers and deals. Save time creating completed agreements, invoices and price lists with DaDaDocs’ document generator. Easily merge data from any Dynamics entity to create pre-filled documents that retain the formatting of the original PDF with a single click.
Update and create Dynamics records
Transform your static contracts, purchase orders, quotes and applications into interactive fillable PDF forms with smart fillable fields. Host fillable forms on your website or share them via a link or QR code to provide instant access from any desktop or mobile device. Once a recipient has filled in your fillable PDF form, update or create Dynamics entities using the added information.
Edit and collaborate on any PDF document without leaving Dynamics
DaDaDocs’ complete online PDF editor allows you to type text anywhere on a PDF, erase outdated information, blackout confidential details and annotate any native or image PDF right in your Dynamics account. Collaborate on your documents in real time and leave comments for your business partners and colleagues by adding sticky notes and textboxes.
Complete e-signature platform
E-Sign agreements, business plans and quotes and send them out to be signed by up to twenty recipients. With DaDaDocs’ complete e-signature platform your business partners and customers can sign documents in seconds on any mobile device without a DaDaDocs or Dynamics 365 account. Once a document has been submitted, you’ll receive an instant email notification.
Ensure the security and integrity of all your documents
Ensure the protection and confidentiality of your information with additional security features. Enable two-factor authentication by setting a four-digit code that secures access to your documents. Track your contracts and proposals by their unique document ID, view any changes made by users and verify the authenticity of collected signatures.