In today’s business world, it is essential to have a well-maintained database to ensure your success. Essentially it all boils down to better decision making. Data empowers your business to understand your operations, market, and customers better.
Collecting data can lead to improved customer experiences by tailoring your offering based on customer needs, preferences, and demographics. Data can also identify areas that can be improved and optimized in your organization to ensure efficiency.
You can also easily identify potential problems and risks before they arise and adapt to changes in the market by making data-driven decisions.
Now that we have a general idea of what a database can offer you, you may be thinking of the sometimes headache-inducing data collection task. Collecting data doesn’t have to be a clunky and cumbersome process.
By implementing fillable PDF forms with Salesforce you can seamlessly collect data and unlock a winning combination of familiarity and flexibility.
Here are some reasons for you to consider creating PDF fillable forms for your business:
It increased overall efficiency with the generation and population of PDF forms with Salesforce data. This frees up your staff to focus less on the data collection process and more on strategic decision-making.
PDFs provide standardized formatting that maintains a professional look and feel. Using PDFs across your business ensures consistency for all your forms.
These forms streamline the data collection process with a user-friendly interface within your created PDFs. Consistent formatting and error reduction are additional benefits you can gain over the manual data entry method.
PDF forms are accessible offline so users can complete them without needing an internet connection. This allows your reps and customers to fill them out offline and upload the completed forms when they have internet access.
Users are familiar with filling out PDF forms, which makes it easier for them to complete as you don’t need to train them on an entirely new process.
Sound good? Let’s explore how fillable PDF forms can enhance your Salesforce experience and supercharge your data collection process.
How to Create Fillable PDF Forms?
When it comes to the how-to of making your fillable forms in PDF, There are two main approaches:
Adobe Acrobat Pro and Third-Party or Free Online Software.
Let’s start with the general process of using Adobe Acrobat Pro:
Open Adobe Acrobat Pro.
Choose between working from a blank document or an existing template you want to make fillable.
Navigate to the Tools tab and click Prepare Form.
Start adding fields to your forms. You can add text boxes, radio buttons, dropdown lists, checkboxes, and more.
Adjust the layout, size, and behaviour of each field using the tools located in the right pane.
Once you have completed your form configuration, save your document as a fillable PDF and share it with your users to collect data.
Now, let’s cover using Third-Party or Free Online Software for your forms. These steps will differ depending on the tool you choose.
Choose a tool that allows you to create fillable PDF forms without requiring Adobe Acrobat Pro.
Upload your template or start with a blank document.
Add different field types to your document.
Adjust the layout, size, appearance, and behaviour of each field.
Save your document as a fillable PDF and share it with users to collect data.
Things to consider when creating your forms:
Keep your forms as simple as possible so users can easily complete them without any additional instruction. If your form is complicated, insert instructions at the beginning of the form to ensure all data is entered correctly.
If you are collecting sensitive data ensure you include security measures in your forms to prohibit unauthorized access.
Ensure your chosen tool integrates with Salesforce for a seamless data collection process.
Next, we cover a third-party tool you can use to create your fillable forms.
Use Titan to Generate PDF Fillable Forms in Salesforce
Are you looking to create fillable PDF forms for any use case and Salesforce Object? Titan Forms works with any object and is the only product on the market that offers real-time Salesforce integration. Creating fillable PDF forms that collect data is one thing, but how does that data translate into making better decisions for your company?
Using bi-directional integration with Salesforce, your data is immediately captured in your CRM software so you can start using it to make informed decisions and create strategies to grow your business.
Easy-to-Use and Interactive PDFs for Salesforce
Salesforce PDF generation has never been easier when you use Titan. Designed to be intuitive, you can easily add a variety of dynamic fields to your fillable PDF document to collect data. The more interactive and easy to complete your form is, the higher the chance you have of collecting valuable data.
Drag-and-Drop Salesforce Forms Builder
Use this PDF template generator to create custom forms with a simple drag-and-drop interface. By simplifying the form creation process, anyone in your team can create dynamic forms with ease.
Dynamic PDF Forms: Intuitive User Interface
You can generate dynamic layouts using Titan’s dynamic PDF generator. This will enhance the user experience for employees, customers, and partners. Declutter your forms and only display the fields that matter depending on the feedback you receive. Hide fields and sections with visibility rules for maximum control of your forms.
Real-time Salesforce Data for PDFs
Titan Forms empowers you to pull the latest data from any object into your forms and send back collected submissions in real time. Never wait for a delayed data sync again.
Effortless Fillable PDF Forms in Salesforce with Titan
Executing dynamic PDF generation in your business data collection processes doesn’t need to be difficult. By choosing a no-code approach tool, anyone in your team can build and distribute fillable forms to collect data and start making data-driven decisions.
Combine the power of Salesforce with an easy-to-use tool to improve efficiency, enhance your data collection processes, offer offline accessibility, and give your users a seamless experience.