Easily merge Dynamics data with your fillable forms to create a completed contract, purchase order or proposal in seconds. Type, edit, erase, blackout and annotate text in PDF documents stored in Dynamics and SharePoint, all without leaving Dynamics.
Automatically Generate PDF Documents Pre-filled with Dynamics Data
With DaDaDocs you can automate the process of creating completed documents so you can focus on your customers and deals. Easily merge data from any Dynamics entity to create pre-filled documents that retain the formatting of the original PDF with a single click.
Transform Static Documents into Interactive Fillable Forms
Transform your static contracts, purchase orders, quotes and applications into interactive fillable PDF forms with smart fillable fields for adding text, signatures, dropdowns or formula fields. Fillable PDF forms preserve the formatting of original documents on any device with no coding necessary. Host forms on your website or share them via a link or QR code to allow instant access from any mobile device. Collect customer information from filled in PDF forms and easily merge them with Dynamics entities.
Edit and Collaborate on any PDF Document without Leaving Dynamics
The DaDaDocs complete online PDF editor allows you to type text anywhere on a PDF, erase outdated information, blackout confidential details and annotate PDF documents, all without leaving Dynamics.
Complete eSignature Platform Directly in Dynamics
eSign agreements, business plans and quotes, create and manage complex eSignature workflows straight from Dynamics 365. With DaDaDocs’ complete eSignature platform your business partners and customers can sign documents in seconds on any mobile device, even without a DaDaDocs account. Once a document is submitted, you’ll receive an instant email notification.
Ensure the Security and Integrity of all your Documents
With DaDaDocs you can ensure the confidentiality and integrity of your information. Enable two-factor authentication by setting a four-digit code to secure access to your documents. Track contracts and proposals and give them a unique document ID.
Access your SharePoint Documents straight from Dynamics
Use the DaDaDocs integration with SharePoint to transform documents stored in SharePoint into interactive fillable forms and send them to be signed and completed without leaving your Dynamics account. Get completed documents submitted by recipients right to your SharePoint account.
Stringent security measures implemented by DaDaDocs are trusted by over 300,000 customers ranging from individual users, businesses and government offices including federal entities, medical institutions, law firms and Fortune 500 companies.