Capturing data efficiently is at the forefront of any business to enhance marketing strategies and drive sales. Implementing editable PDFs in your business is a great way to capture details and save them in your CRM software easily. Dynamic PDF and typable PDF documents can improve revenue, efficiency, and enhance company performance. You can implement these fillable forms for your client onboarding and training, data collection and entry, HR processes, and order forms and purchase requirements. 

What Are Fillable PDF Forms?

So what exactly are fillable PDF forms? These digital documents contain interactive fields that users can fill in electronically. Editable PDFs differ from traditional static PDF forms by allowing users to edit, input, and manipulate data directly within the document editor. 

You can include interactive fields such as text fields, dropdown menus, checkboxes, radio buttons, date pickers, and digital signatures. Keep reading to find out how to create fillable PDF forms. 

How To Make A PDF Fillable?

To create fillable PDF forms you will need to choose a software tool that allows you to add dynamic and interactive form fields to a PDF document. Once you have installed your chosen software you can follow these general steps to add fillable fields to PDF files: 

1. Open the PDF document you want to edit in your editing software. 
2. Enable editing for your document to ensure you create fillable forms for end users. 
3. Review your document and identify areas that require fillable fields inserted. Think about which is the best kind of field to insert. 
4. Insert your form fields and make adjustments to the size and positions of each field. 
5. Customize the fields by adding styling and creating validation settings. These validation settings will be used to qualify data to ensure it is valid before capturing it. 
6. Test your form to ensure it works correctly and users can easily complete it. 
7. Once you have completed testing, save the document with the applicable file format. 
8. Distribute your form with end users to start capturing data. 

When creating your forms, consider using a tool that integrates with your CRM system. All interactive fields in your PDFs will sync with your system without needing to manually capture the data which saves time and reduces errors made related to manual data capture processing. 

Benefits of Fillable PDF Forms in Salesforce

Integrating your created dynamic PDFs with Salesforce can offer your business numerous benefits including streamlined processes, improved efficiency, and enhanced experiences for your user experiences. We’ve listed a few of these benefits for you to keep in mind when you make a fillable PDF to capture data or create an editable PDF to generate leads.  

Streamlining Data Collection

Streamlining your data collection is crucial for your business to gather, manage, and utilize data to make informed decisions. Integrating interactive PDFs with Salesforce syncs the collected data with your Salesforce records. This assists with keeping your database up to date, capturing leads, creating opportunities, and setting up custom objects. All data is stored in a central location for easy access across departments and teams. Your PDF forms will also eliminate paperwork reducing printing costs and reducing the risk of losing documents as your Salesforce PDF generator will keep documents in a central location. 

Enhancing Workflow Efficiency

Dynamic PDFs streamline the data capture process by enabling users to enter data into predefined fields. This eliminates the need for your team to manually capture the data themselves streamlining data entry, reducing errors, and saving time. When you create editable PDFs ensure you know how to make a PDF typable so that users can easily add their information to the form without having to fuss with multiple settings. Your forms should be easily accessible in locations such as websites so users can complete them without you having to manually distribute them constantly. 

Increasing Data Accuracy

Ensuring that your data is accurate is vital to maintaining the integrity of your operations. Implementing various validating methods when creating fillable PDF documents ensures that only acceptable data is synced to your Salesforce database. Add fillable fields to your PDF that validate the user before capturing their information, for example, their email address must match an existing entry. Your validation rules don’t only need to apply to text input fields, you can include predefined options for users to choose from to reduce the likelihood of any typos or incorrect entries. 

Implementing Interactive PDF Forms in Salesforce

To implement interactive dynamic PDF forms in a way that translates to valuable information and data for your business, you can follow the general guide below: 

1. Design your PDF using the steps provided above. 
2. Determine the Salesforce objects and fields where you want to store the data collected from the dynamic fields. 
3. Choose an integration tool that will ensure that the data collected from your PDF file will sync to your Salesforce. 
4. Configure the integration settings to ensure your data syncs correctly. We recommend that your chosen tool offers full integration with Salesforce, this prevents you from having to create custom integrations. 
5. Embed your forms where users can easily access them and provide information. 
6. Implement error handling and data validation rules to ensure the data captured has met the relevant criteria. 

Once your forms are live, ensure you continuously monitor the progress and make any required enhancements to ensure that the data collection process remains streamlined. 

Optimizing Business Processes with Editable PDF Forms

Leverage the flexibility of editable PDF forms to streamline your data collection, improve your efficiency, and improve your end-user experience. Ensure you use a leading software tool to create your fillable PDF forms that sync any captured data directly with your Salesforce. This ensures a seamless data capture process eliminating the need for manual processes and reducing errors. Spend more time focusing on making strategic data-driven decisions by implementing editable PDF forms in your business today.