ACADEMY

Install from the AppExchange and configure PDF Butler in 10 minutes. All that needs to be done to get started!

Create your first quote document in just 15 minutes. Learn the basics of selecting data, replacing mergefields and repeating rows. Use the template document as a starting point!

Use the SINGLE to do 1-on-1 replacements from SFDC Data into the document

The TITLE ConfigType manages name of the generated document. Use MergeFields to control the name.

Every Enter is a Paragraph in MS Word, also bullet-point or numbered lists are paragraphs. You can repeat these or add criteria to show or hide paragraphs.

Repeating rows in a table is key, learn how to repeat rows and give an overview of the products. You can repeat these or add criteria to show or hide rows.

Just as row, repeat entire tables. You can repeat these tables or add criteria to show or hide the table.

A table is a content container in PDF Butler. Show all contents of a table if a DataSource has records.

A row is also a content container in PDF Butler. Show all contents of a row if a DataSource has records.

Some MergeFields are only required to identify the Table/Row/Paragraph/... . So these will not be replaced via a SINGLE. Of course, you do not want to see these in the resulting document. The lesson shows how to control the removal of MergeFields.

Add TextArea fields from and format these as expected. TextArea Fields can have enters and parts on new lines. PDF Butler will format these perfectly

SINGLE ConfigTypes are great, but sometimes there is some logic involved and you need more control on which field or static text to show. Great example is if you have mulitple fields for translations of your product names or descriptions, depending on the language you want to use the correct field.

Sections in MS Word documents help to switch between Landscape and Portrait, change headers, footers, ... . With PDF Butler you can decide to show or hide these complete sections.

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 Picture template

Case Pictures template

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Emails need pictures. This will explain how to feed the URL of the pictures, coming from Salesforce FILES, to PDF Butler so the email clients will know how to show the email correctly .

Some Mergefields are only for identifying structures in the document, for instance a Table or a Row. When the document is generated, you do not want to see these anymore. PDF Butler allows full control over your mergefields.

Select exactly 1 row from SFDC. This is mostly the row related to your record you are working on: Quote, Opportunity, Case, ...!

Select multiple records. Mostly records related to the record you are working on. Eg Opportunity Products, Quote Lines, Assets, ...

Get translations on your picklists directly from the Translation Workbench

Use picture, eg logo or thumbnails, from Salesforce DOCUMENTS, FILES or ATTACHMENTS

Select your data in your complex data models. This is one of the most powerful features of PDF Butler but hard to understand. Nested DataSources, the mystery revealed ;-)

Rollup summaries in Salesforce are cool but sometimes not available or you have none left. We got you covered.

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, ...

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, ...

Download documentation here

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.

Handles your DocConfigs, your Packs, upload static files, downloads, viewer, ... all in 1 component.

In some cases, you want to review the document before saving, emailing, signing, ... . The previewer shows your document and proposes the actions to take.

Select of FILE related to your eg Opportunity and use that emailing, signing, ... . The component shows all files and the actions, PDF Butler Packs, that are related.

Still on Classic, that happens but no worries PDF butler can be called from anywhere.

Create a Pack and combine multiple DocConfigs. Learn how to use separately or merge.

Use your Salesforce email templates to sent out an email with your document attached.

Need a more fancy email then the one Salesforce email templates can produce? Create your email in MS Word and use all of the PDF Butler goodies to sent out an email with your document attached.

Create your document and sent it out for digital signature via SIGN Butler for perfectly legal signatures.

Create your document and sent it out for digital signature via DocuSign.

Create your document and sent it out for digital signature via AdobeSign.

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!

Download documentation here

Lightning Flow is a great tool to build business logic and represent it visually. You can just plug in PDF Butler in your Flow

Download documentation here

Want to handle events, use the most popular ADMIN tool on the Salesforce platform: Process builder.

Download documentation here

Lightning components or buttons, we give you the option. You can use both and have the same powerful experience for your user.

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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!

Download documentation here

Automation sounds great but you are taking it to the next level... APEX!

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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.

Download documentation here

Transform your view in "Edit Lines" to your document. Your customers deserve a well-structured quote document that gives a perfect overview.

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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.

Download document here

Deploying your PDF Butler configuration is done in 2 easy steps. You can use the principle in the example below to go in any direction and deploy between any stage.

Provide common Case data and a list of Case Articles.

Download document here