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PDFxFill: Fill PDF Forms & Replace Text with Salesforce Data

Automatically fill existing PDFs with Salesforce data.

Overview

Automatically fill existing PDF forms and replace text with Salesforce data. Map fields from standard or custom objects once, reuse your PDF templates, automate filling with Flow or record actions, and save the completed PDF back to Salesforce.

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See How PDFxFill: Fill PDF Forms & Replace Text with Salesforce Data Works

  • Populate fillable PDFs instantly using Salesforce record data.

  • Easily map Salesforce standard or custom object fields to PDF form fields.

  • Works with text, date, and checkbox fields in fillable PDFs.

  • Generate completed PDFs directly from Salesforce with a single click.

  • Eliminate repetitive data entry and improve document accuracy using Salesforce data.

PDFxFill allows Salesforce users to automatically populate PDFs with data from Salesforce records. Instead of manually entering information into PDF documents, users can map fields from any standard or custom Salesforce object to PDFs and generate completed documents with a single click. The application provides a simple and intuitive interface to configure mappings between Salesforce fields and PDF fields. Once the mapping is set up, users can quickly generate fully populated PDFs directly from Salesforce records, saving time and reducing manual effort. PDFxFill supports multiple field types including text fields, date fields, and checkboxes, making it compatible with a wide range of PDF documents. Key Features One-Click PDF Generation: Generate completed PDFs directly from Salesforce records. Easy Field Mapping: Map fields from standard or custom Salesforce objects to PDF fields through a simple UI. Multiple Field Type Support: Supports text, date, and checkbox fields in PDFs. Reduce Manual Data Entry: Automate PDF generation and improve accuracy using Salesforce data.

Categories

Business Needs
IT & Administration
Integration
Personas
Administrator
Architect
Consultant
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package
Lightning App Builder
Salesforce Mobile

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