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PDFer | Save & Email Customised PDFs & Files to your clients
Save & Email Customised PDFs & other Files from any record or listview
Overview
· 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
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
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
Categories
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Community BuilderReady to use in the Salesforce Community Builder.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyCommunity BuilderManaged Package