Advanced PDF Generator - Document Generation for all Salesforce Object
📋 Supports Custom and Standard Salesforce Objects 🔒 Generate Secured, Password-Protected PDFs ✨ Highly Customized PDF Generation with Merge Fields 🤖 Automate Your PDFs via Apex/Flows 📝 Advanced Rich Text Editors to Create PDF Templates 💼 100% Salesforce Native Application: Your Data Stays Secure 👁️ Preview PDFs Before Activating Templates 📎 Attach Documents Directly to Salesforce Records 🛠️ Fully Customizable Templates for Professional Documents 📄 No-Code Document Creation and Previews PRO VERSION FEATURES: 📚 Bulk PDF Generation 🔒 Generate Secured, Password-Protected PDFs 🤖 Easily Automate PDF Generation with Flow/Apex 📧 Send Emails with Generated PDFs as Attachments • Utilize Email Templates or Create Your Own • Send Manually or Automate with Flow/Apex 🔄 Export/Import Templates from Sandbox to Production in Just 2 Clicks 📝 Clone Templates and Configurations Effortlessly
Top keywords
- templates6×5.22%
- pdfs5×4.35%
- pdf4×3.48%
- apex3×2.61%
- automate3×2.61%
- generation3×2.61%
- pdf generation3×2.61%
- salesforce3×2.61%
- documents2×1.74%
- flow2×1.74%
- flow apex2×1.74%
- generate2×1.74%
CloudPDF - Interactive 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)
Top keywords
- document5×3.11%
- salesforce3×1.86%
- available2×1.24%
- cloudpdf2×1.24%
- documents2×1.24%
- needed2×1.24%
- open2×1.24%
- pdf2×1.24%
- print2×
