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PDFer | Save & Email Customised PDFs & Files to your clients

By coolhandcoders ltd

Save & Email Customised PDFs & other Files from any record or listview

Free  

Never requires payment

Try It
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

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
None
Salesforce Editions
Professional
Enterprise
Developer

App Details

Version
PDFer/Spring 2025 8.0.0
Listed On
09/29/2022
Latest Release
02/16/2025
Supported 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.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Community Builder
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 2
Custom Tabs: 3
Custom Apps: 2
Lightning Components
Global: 8
App Builder: 1
Community Builder: 1
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
7.1.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
09/26/2022

Additional Details

The PDFer Button can be added to any Object's page layout or listview button layout Buttons can be created and configured to save and email multiple visualforce pages rendered as PDFs to a recipient when the PDFer button is clicked. Other Files can also be included. For example...The PDFer button could be used to email a customised PDF containing details of a Client's Opportunity for each Opportunity selected in a listview. The following are selected for a Button... - Salesforce Object (i.e. Choose 'Contact' if the Button should be available when the PDFer button is clicked on a Contact record or listview). - One or more Visualforce pages to be rendered as a pdf and their filenames to use - Other Files to be included - The Recipient, cc and bcc of any email sent - The Folder of Email Templates that can be selected by the User when emailing is being done - The Object to attach any saved pdfs and files. NB: Normally the selected Salesforce record, but can be any related record - The boolean, date, or datetime Field to update when saving and/or emailing is done. NB: Normally a Field in the selected Salesforce record, but can be one from any related record

Need help?

coolhandcoders ltd

Hellingly, East Sussex, UK

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