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PDFer | Save & Email Customised PDFs & Files to your clients
Save & Email Customised PDFs & other Files from any record or listview
- Requires
- None
· Add the PDFer button to any Salesforce record or listview · Click the PDFer button to Save & Email one or more Customised PDFs tailored to the client · Also include other Files (e.g. T&Cs) · Automatically flag a record after saving & emailing
Highlights
Configure the PDFer button for a Salesforce Object. Set... · One or more Visualforce pages rendered as PDFs · Other files to be included · Who gets the email · Where to save files · What Email Template to use · How to flag after emailing and saving
Add the PDFer button to the Salesforce Object's page layout and listview, then click the button to save & email for each selected record as per your saved configuration.
Before emailing and saving... · Preview Customised PDFs and Files for all selected records · Send test emails to yourself for one or all selected records
Provider Details
coolhandcoders ltd
Hellingly, East Sussex, UK
Pricing Details
Free
You can fully use this solution without payment.