Easily merge data from Dynamics entities with your fillable forms to create a completed contract, purchase order or proposal in just seconds. Type, edit, erase, blackout and annotate text in PDF documents, all without leaving Dynamics.
Automatically generate documents pre-filled with Dynamics data
With DaDaDocs you can automate the process of creating completed documents and focus on your customers and deals. Easily merge data from any Dynamics entity with your fillable form to pre-fill the form with a single click.
Collect Customer Data and Import it into Dynamics
Turn your contracts, purchase orders, quotes and applications into secure fillable forms by adding smart fillable fields like text, signature fields, dropdown lists or formulas with our easy to use drag and drop wizard. Fillable 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 information from filled in forms and easily import it to Dynamics.
Edit and Collaborate on any PDF Document without Leaving Dynamics
The powerful document editor in DaDaDocs allows you to type, edit, erase, blackout and annotate text in PDF documents, all without leaving Dynamics. Collaborate on documents in real time: redact and highlight sensitive data, draw lines and arrows, put in sticky notes or rearrange pages.
Sign Any Document in Seconds Directly in Dynamics
Create legally binding eSignatures faster than ever before. Speed up your workflow by sending agreements, business plans and quotes to be signed by up to twenty recipients right from Dynamics 365. Using our eSign solution, completing and signing documents can be done in seconds on any mobile device and you will be instantly notified after the document is signed.
Ensure the Security and Integrity of all your Documents
With DaDaDocs you can ensure the confidentiality and integrity of your information. Use a four-digit PIN and two-factor authentication to secure access to documents. Track contracts and proposals and give them a unique document ID.
Stringent security measures implemented by DaDaDocs are trusted by 280,000 business, professionals and government offices including federal entities, medical institutions, law firms and Fortune 500 companies.