DaDaDocs for Dynamics
Collect customer data and import it into Dynamics or merge existing data with interactive fillable forms to create completed documents
Turn your contracts, purchase orders, quotes and applications into secure fillable forms by adding smart fillable fields like text, signature fields, drop-down lists or formulas. Host forms on a website or share them via a link or QR code. Collect information from filled in forms and save it as an Excel spreadsheet. Easily merge data from an Excel spreadsheet or any of existing documents with your fillable forms to create a completed document.
Edit and collaborate on any PDF document without leaving Dynamics CRM
The powerful PDF editor in DaDaDocs allows you to type, edit, erase, blackout and annotate text in PDF documents, all without leaving Dynamics. Redact and highlight sensitive data, draw lines and arrows, put sticky notes or rearrange pages.
Sign any document in seconds directly in Dynamics
Create legally binding eSignatures faster than ever before on any device. Send agreements, business plans and quotes for signing to up to twenty recipients right from Dynamics CRM. Receive instant notifications after the document is signed.