T&C – This defines the content which needs to be shown after Tables/Aggregate Values (if defined)įooter – This defines the content which needs to be shown as PDF header which is similar to MS Word Footer and is repeated in all pages of the PDF. For example, for Quote object it can show TotalPrice,Tax, Grand Total, VAT, Shipping & Handling charges etc. ![]() For example, for Quote object, Quote Line Items data can be displayed and for Opportunity object, Opportunity Products data can be displayed as table in the PDF.Īggregates – These are shown after all the PDF Tables and are generally used to display aggregate values. One table corresponds to one related list and columns correspond to related object fields. Tables/Columns – Tables and columns are defined to show related list records in tabular format. Title – This defines the content which needs to be shown starting 1 st page below header. Please check Header section for more details. Header – This defines the content which needs to be shown as PDF header which is similar to MS Word Header and is repeated in all pages of the PDF. Please check Overall Style section for more details. For further queries, please contact us at Style – This is the first step to specify template name, select Object PDF to be generate for & template level styling options. Please check pricing section for more details. Engage our services team for template design and e-signature configuration. Need help? We provide end-to-end template design services. You can skip the sections that are not applicable to your business case. This documentation provides step-by-step instructions on how to customize almost every aspect of the PDF. You can either modify one of these templates, Clone them to create new one (by clicking on template name & selecting Clone Template option) or can create New from scratch. Click on PDF Template tab. As part of installation we have provided sample pre-designed templates for Quote, Opportunity and Order objects. Click on App Launcher & search for PDF Generator AppĤ. Click here to see how to manage licenses for the app).ģ. For Sandboxes, all users in the Org have access to the app features for unlimited time. ( Note: For Production installation, a license needs to be provisioned to the users who will be using the app. Please check this article – for more details. If you select any other option and later want to test as end users, you can assign “PDF Generator” permission set to the users to make sure they have the necessary access. This will give needed security permissions to all the profiles. It is recommended to select “Install for All Users”. Install PDF Generator using “Get It Now” button on AppExchange, if not done already – Ģ. ![]() In order to generate the PDFs, first build the template(s) based on your design requirements and then make those available to end users. Everything happens within SFDC which makes is super easy and convenient for the end users. PDF Generator allows user to generate highly customized and branded PDFs for any Standard or Custom objects.
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