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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Experience the extensive advantages of PDFs, such as their fixed layout, print-friendly design, efficient archival capabilities, compliance adherence, and accessibility features, along with support for attachments, business processes, workflow actions, digital signatures, and notifications. PDF Share Forms transforms intricate SharePoint forms into a more user-friendly experience. The solution not only allows for automatic extraction of form field data and synchronization with SharePoint columns but also facilitates the integration of various external data sources. You can utilize SharePoint lists or outside databases to create cascading drop-down menus. This is the only PDF form product line designed to empower non-developers while still meeting the demands for sophisticated and compliant SharePoint forms. Integration of forms like W9 and I9 (Employment Verification Form) is quick and efficient, taking less than two minutes to get started. These forms are compatible with mobile devices and can function both online and offline. Additionally, you have the flexibility to deploy and synchronize PDF forms to your own SharePoint server or opt for a cloud-based solution for enhanced accessibility and convenience.

Description

When considering external file storage alternatives to integrate with your Salesforce CRM, one can explore a variety of solutions, including cloud-based services such as SharePoint, Amazon S3, Google Drive, OneDrive, and Dropbox, as well as on-premises options like SMB, SFTP, and Network Drive. If you're finding it challenging to manage files within Salesforce, XfilesPro offers a range of compelling features designed to enhance your file management process, making it more straightforward and efficient. This tool allows for seamless collaboration with external storage systems, ensuring that files are easily accessible for viewing, editing, and sharing among internal Salesforce users and external collaborators alike. Moreover, XfilesPro empowers community users by integrating smoothly with Salesforce community portals, which increases overall engagement and productivity. Additionally, it supports functionalities such as Mass Download, Mass Delete, and Mass Sharing, benefiting both List and Bi-Sync component users, thus streamlining large-scale file operations. With XfilesPro, you can simplify your file management and improve the efficiency of your collaborative efforts across various platforms.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft SharePoint
Amazon S3
Dropbox
Google Drive
IRI Data Protector Suite
Microsoft OneDrive
Salesforce

Integrations

Microsoft SharePoint
Amazon S3
Dropbox
Google Drive
IRI Data Protector Suite
Microsoft OneDrive
Salesforce

Pricing Details

$995 per year
Free Trial
Free Version

Pricing Details

$0.99 per user per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

PDF Share Forms

Founded

2010

Country

United States

Website

www.pdfshareforms.com

Vendor Details

Company Name

Ceptes

Founded

2010

Country

India

Website

xfilespro.com

Product Features

Business Process Management

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Forms Automation

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Product Features

Cloud Storage

Access Control
Archiving & Retention
Backup
Data Migration
Data Synchronization
Encryption
File Sharing
Version Control

Content Collaboration

Client Portal
Cloud Storage
Digital Asset Management
Document Creation / Editing
Document Management
Electronic Signature
Feedback Management
File Sharing
Messaging / Discussion
Real-Time / Interactive Editing
Roles / Permissions
Search
Version Control
Video / Image Editing
Workflow / Approval Process

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