Help & Support
Elevate Your Agents with AgentExchange Solutions
Have Questions?
CloudPDF - Interactive Forms
Word merge replacement for the web.
Overview
Use PDF's? Merge PDF's with Salesforce.com data. Quick and easily generate customizable and personalized documents such as business forms, sales proposals, agreements, project documents, form letters, etc....with a click of a button.
Automatically customize or personalize Documents with Dynamic Salesforce Content.
A Word Merge Replacement for salesforce.com application.
Increase User Adoption, Productivity, Usability, Document Compliance and Accuracy with Interactive PDF forms.
Thru our client interactions, we recognized that a simpler and more efficient process was needed for merging Salesforce content into a shareable document... With a click of a button, merge data from any available Salesforce object or record into your desired PDF document template. Documents open directly in your browser. Users then may choose to save, print, change, e-mail, or attach the document back to Saleforce. Easy to create, document templates may contain fields which are editable, read-only, autoformatting, perform validations, respond to field input or user actions, and more. To use CloudPDF, all that is needed is the free Adobe® Reader®. PDF is a Universal Open format which solves many common file-sharing problems, from preserving the look-and-feel of the original document to allowing anyone, on any platform, to view, navigate, save, fill, and print documents. CloudPDF is available for use by users of ALL Salesforce editions. (Call if using Group or Personal edition.) (For Windows, Mac, Internet Explorer [IE], Firefox)
Categories
- Business Needs
- Document Generation
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpManaged PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsManaged Package