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GET STARTED


Install, Setup & Register

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

Create your first quote

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!


PDF BUTLER BY CONFIGTYPE


A ConfigType will make the link between data and the action to take on the MergeField in the MS Word Document.

Download demo document here

SINGLE

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

TITLE

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

PARAGRAPH

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.

TABLE_ROW

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.

TABLE

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

TABLE_BLOCK_NON_EMPTY_LIST

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

TABLE_ROW_NON_EMPTY_LIST

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

Mergefield replace actions

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.

TEXTAREA

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 Criteria Rules

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.

CONDITIONAL SECTIONS

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.

PICTURE

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):

Product Picture template

Case pictures (medium complex):

Case Pictures template

Logo pictures (very complex):

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Optimize your pictures for size
PICTURE TO URL

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 .

Mergefield replace actions

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.


PDF BUTLER BY DATASOURCE


A DataSource indicates how to get data from Salesforce but also describes the data.

Download demo document here

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SINGLE DataSource

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

LIST DataSource

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

Picklist translations DataSource

Get translations on your picklists directly from the Translation Workbench

PICTURE DataSource

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

Nested DataSources

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

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

Full SOQL Power

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, ...

KEYVALUE

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

Static Values

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.


PDF BUTLER LIGHTNING COMPONENTS


Our managed package has a some unique and great Lightning components that have been improved the past 2 years to support almost any process.

CONVERTOR

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

PRE-VIEWER

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

FILE SELECTOR

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.

CLASSIC BUTTON

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


PDF BUTLER PACKS


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, … .

Create PACK with additional DocConfigs

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

Actionable AUTO_EMAIL

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

Actionable EMAIL_DOCCONFIG

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.

Actionable SIGN Butler

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

Actionable DocuSign

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

Actionable AdobeSign

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

Actionable run APEX Class

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


PDF BUTLER SALESFORCE AUTOMATION


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

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

Process Builder

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

Download documentation here

Call PDF Butler via a Button

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

Download documentation here

Lighting Flow introduced variables

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

Call PDF Butler from APEX

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

Download documentation here

Use APEX to Add Datasources

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


PDF BUTLER FOR SALESFORCE CPQ


CPQ spells:

  • structuring products,
  • bundles,
  • groups,
  • complex data models.
PDF Butler is designed from the ground up to handle these and to convert your bundles and products into perfectly structured quotes.

Top tip: Make sure to check out our Get Started first: Get Started in 30 mins

Multi-level products

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

Download document here

Using CPQ Groups

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


PDF BUTLER DEPLOYMENT


PDF Butler will match your environment setup and development lifecycle. You can have different "stages", you can see these as versions in your development 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: support@pdfbutler.com

Following stages are available:

  • PROD,
  • UAT,
  • TEST,
  • TRG,
  • STAGING,
  • INT,
  • QA,
  • DEMO,
  • DEV1,
  • DEV2,
  • DEV3,
  • DEV4

Deployment

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.


PDF BUTLER BY SALESFORCE PRODUCT


Overview of how PDF Butler can solve common questions on Salesforce products.

Service - Case Articles

Provide common Case data and a list of Case Articles.

Download document here