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PDFer | Save & Email Customised PDFs & Files to your clients
Save & Email Customised PDFs & other Files from any record or listview
- 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