Your users can modify their own templates in ThunderPDF using design dynamic and compelling document templates leveraging Microsoft Word’s powerful functionalities, and generate any documents they might need within Salesforce.
You can write mathematical and logical expressions to manipulate and customize values displayed in components. ThunderPDF also allows customizable header, footer, logo (image), as well as for any fonts to be used in your templates.
Whether you need to update the CI of your documents, or adding and removing certain fields, you can easily do so in the ThunderPDF templates. Your Salesforce data will be imported seamlessly and your final documents will be generated consistently.
With just a few clicks, your business users can leverage your customer data and existing technology to easily and efficiently create, generate, manage, deliver, and store highly personalized, consistent documents.
With ThunderPDF, you create PDF documents from MS Word - a format you already know, you'll be up and running with your document generation in no time. You can also automatically process batches of document outputs with highly extensible options.
If you run your organization internationally and need to accommodate to your customers, you can translate your predefined fields into any number of languages that is necessary for your needs, then you can easily switch between them as you wish.
Edit the SFPDF template in Microsoft Word to predefine any fields you might need in your desired document, and upload it via Saleforce.
1. Open Setup. Create/update Objects for PDF generation e.g. quote, order, invoice.
2. Define fields to be shown on the document, e.g. quote name, quote number, payment terms, then define required fields and default values.
3. Define required fields and mark them. Define default values, use "xxx" if they need to be dynamic.
4. Add Custom buttons to the layout ofthe objects where you want to generate PDF’s e.g. Create Quote, Preview PDF, etc.
5. Optional: Configure the localization of translating field names - each localization field should represent the field name you want to translate.
6. Define the structure and design of the PDF in your template. Reference Salesforce fields and values by putting them in double curly brackets, and add formulas and calculations where necessary.
SFPDF automatically extracts the relevant information that you need from Salesforce to your document, as predefined in the template.
1. Fill in all necessary fields for the PDF then preview, modify and save the document.
2. Select the document you want to upload as a template for the PDF generator in Salesforce's Configuration Object.
ThunderPDF allows you to deliver your generated documents via a wide range of options and channels – store in the Salesforce Documents tab, print to a network printer, or send by email – all without leaving Salesforce.
1. Once the PDF is ready, you can send it via e-mail through a Salesforce e-mail window by attaching it as one of the recent files.
2. To access PDF you can always click on the ‘Preview PDF’ button and generate a new one, or go under ‘Related’ and see previously saved version under ‘Files’.
