A ConfigType will make the link between data and the action to take on the MergeField in the MS Word Document.
Dynamically load pictures from Salesforce into your documents. Linked to records, eg products. Multiple linked to a single record, eg case. And the super complex stuff to add APEX to get exactly what you want.Product pictures (not complex): Case pictures (medium complex): Logo pictures (very complex): Optimize your pictures for size
Take control over your DataSource. Write your own SOQL's and use the full power of Salesforce.com. Use GROUP BY, AVG/SUM/MIN/MAX/.., LIMIT, complex WHERE clauses, ...
Sometimes it is easier to re-use certain data instead of having it hardcoded in your document templates. Static values can be used for this purpose. For instance company addresses, names of persons, ... . Keep them in an easy to manage and re-usable Static datasource and use them in multiple templates.
Our managed package has a some unique and great Lightning components that have been improved the past 2 years to support almost any process.
Combining DocConfigs so multiple can be generated in 1 go (and can be merged into 1 document). Adding actionables to docconfigs. Re-using the same docConfig and set it up for different actions, eg pack for mailing, pack for digital signatures, other before/after actionables, running custom code, … .
Customize the PDF Butler process directly in Salesforce. Need to retrieve data from backend, do some serious calculations, prepare variables, take custom actions when the document is generated, ... . We got you covered!
Our vision is to start your document generation process in a single click but we can do even better ;-). How does zero-click sound?
Lightning Flow is a great tool to build business logic and represent it visually. You can just plug in PDF Butler in your Flow
Want to handle events, use the most popular ADMIN tool on the Salesforce platform: Process builder.
Lightning components or buttons, we give you the option. You can use both and have the same powerful experience for your user.
You might have a use-case in which your end user needs to select data or ranges and you want to use that information to select data for PDF Butler to handle. We got you covered and you do not even have to write APEX!
Automation sounds great but you are taking it to the next level... APEX!
We can cover so much in our Datasources but you might have a use case that is even harder! Complex grouping, calculation, integration with backend systems, tranformation of data, ... . With an APEX Actionable, you can prepare your data in APEX before PDF Butler handles it. No need to store your transformed data, calculated Just-In-Time and passed on to PDF Butler.
A permission set group streamlines permissions assignment and management. Use a permission set group to bundle permission sets together based on user job functions. Users assigned the permission set group receive the combined permissions of all the permission sets in the group.
Permission set groups with PDF Butler (but also BULK, COLLABORATION and SIGN Butler) is the best way to use the permissionsets from the managed package without cloning.
Best to setup 2 types of permission set groups:
Transform your view in CPQ "Edit Lines" to your document. Your customers deserve a well-structured quote document that gives a perfect overview.
Using groups in your "Edit Lines" is very powerful. To use these groups to build a better structure and overview in your quote is even more powerful.
In this tutorial, we will guide you step by step to create a Service Report that shows
Create the best looking Service Report ever.
Get our thumbnail component via: firstname.lastname@example.org. This is a PDF Butler Actionable that can be easily installed as a package. Comes with comments and unit-tests.
PDF Butler will match your environment setup and development lifecycle. You can have different "stages", you can see these as versions
in your development & deployment lifecycle. Map these stages to your Salesforce Orgs. By default everybody will have a PROD and a TEST stage.
If you want more, just sent a mail to: email@example.com
Following stages are available:
When you have registered for PDF Butler, you can reuse the same username and passwords on every environment. PDF Butler will know which configuration you need by the Stage that is set in your Org or Sandbox. Deploying between Stages, and thus Salesforce.com Orgs is done by a few clicks (see Deployment)
Overview of how PDF Butler can solve common questions on Salesforce products.
Provide common Case data and a list of Case Articles.
Overview of how PDF Butler Doc Config types. Following types are available:
Start from MS Word to generate your PDF or MS Word documents.DocConfig email
Reusable MS Word templates, keep documents like product sheets or terms&conditions separately and so much more possibilities.
A usefull overview of TIPS & TRICKS we have used and learned from our customers.
Sometimes you have the requirement to print a section of information for several records on multiple pages. This tutorial shows you how.
SIGN Butler, the complete guide.
Ask install and access to SIGN Butler via firstname.lastname@example.org
Basic setup for a quote that required only 1 signer.
Basic setup for a quote that required only 2 signers. We will configure 2 contacts that have to sign in sequence (1 by 1).
Some cases you have a process that the number of signers is dynamic. For instance, depending on the amount of the opportunity, a flow, trigger or process builder will add a 2nd signer.
Important to know is that the signature placeholder numbering must start with 1 and cannot skip numbers. So use the PDF Butler magic to set the correct numbers if required. "#SIG0[[!YOUR_NUMBER!]]_200_200".
Want to wait for the confirmation the Sign Request is created or just fire and forget? The last one is the best for user experience, super fast and all processing happens in the background.
Launching the Sign Request via a Process Builder requires a Silent launch.
Silent: Use Actionable class "cadmus_sign.Actionable_SignButlerSilent".
Non-Silent: Use Actionable class "cadmus_sign.Actionable_SignButler".