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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.

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