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Easy PDF

Generate a PDF from any Salesforce record with the click of a button

Overview

Users can click a button from a Quote record and Easy PDF automatically generates an Invoice, Quote, or Packing Slip in PDF format. From there, the PDF can be saved to a computer, emailed, or printed.

1 of 3

  • Invoice, Quote, and Packing Slip templates are ready out of the box.

  • Achieve a consistent look and feel across all of your PDFs easily. Letterheads, footers, company logos, fonts, colors, etc. are all customizable.

  • Invoice, Quote, and Packing Slip is meant to solve the most basic but common business needs. Have other PDF templates that you want to be see from us? Let us know in the reviews here, we’re always looking to improve this app.

Any of the 3 templates that we provide can be tweaked or re-purposed. All of these templates come with markup notes for developers. Our app also uses an Apex class for our 3 customized templates so that the product line items can be displayed in our PDFs. Developers can customize that as well. This app is part of the Force™ Collection. You can see it here: https://sforce.co/33fkLT7 In addition to the vision of creating Quotes, Invoices, and Packing Slips, we provide a generic template. We have called this generic template “Opportunity PDF” and you can customize it if you want to create PDFs from the Opportunity object. The Opportunity PDF template has a corresponding “Opportunity” button provided so that the Admin can place that Button on the Opportunity Page Layout.

Categories

Business Needs
Quotes & Orders
Industries
Manufacturing
Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Editable Code
This product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.
Native App
Lightning Ready
Editable Code

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