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Do You Need A PDF Created From Salesforce?

Wouldn’t it be convenient to be able to click a button and have the details of your opportunity turned into a PDF right before your eyes? Are you still creating your quotes manually? Taking an old word doc and changing the name of your customer and the details of the quote?

You can have the exact quote that you use setup inside of Salesforce.com so that when you click “Generate Quote”, it appears – ready to be emailed, printed, or saved.

We can custom create the PDF document you need from any record that you have in Salesforce. Functionality can be added to email that document, save it to any record in Salesforce, print it, etc. Since your document and this functionality is being developed according to your exact requirements, we can make it work according to your business model and standard practices.

Created From Any Salesforce Object, not Just Opportunities

Whether it’s a contract, a quote, a parts list, a packing sheet – whatever – we can write the code to have your document created from the originating object and turned into the PDF you need.

Maybe you have a custom object in Salesforce that you created called “Jobs” and you want to be able to generate a PDF from details on that Job record. Maybe you want a packing sheet created from an inventory system. Maybe your contract needs to be generated at the touch of a button.

Versions? Save it? Email it? Print it?

There are systems already in Salesforce that will produce a word doc for you, but you probably need a more sophisticated solution.

  • You might want the PDF automatically saved back to the Opportunity so that a document signing solution can pick it up and send it out for signature. We can write the code to save it.
  • Maybe you’d like it saved with a specific name and a version counter such as “SalesQuote_v1.pdf” and have the next one saved with _v2. No problem.
  • Maybe after reviewing the document you want it attached to an email with a pre-selected email template loaded. We can do that.
  • Maybe load it to the desktop so that it can be printed. Just tell us, we’ll do it.

We build your document creation system your way to make the PDF you need and handle it the way you want.

Price? Is Custom PDF Creation Expensive?

In general, converting one of your documents into a PDF created by Salesforce will take us about 10-15 hours depending on the complexity of the document and the corollary functions that you need. If billed hourly, you can expect somewhere between $1200 – $1500 to have the system you need developed. We can also provide you a fixed bid once we review the requirements that you need.

Ready to Learn More?

As a team of consultants, Snapptraffic has the expertise to help you with any Salesforce.com issue you may face. From initial implementations, to custom development, to on-demand administrative assistance, we can solve your Salesforce.com problem quickly and inexpensively. You can learn more about our services by clicking the appropriate links. Please use the contact us page to setup an initial consultation. We would be glad to speak with you up to an hour for free to discuss your needs.

Your Satisfaction is Guaranteed!

Our bottom line guarantee is that you receive value from everything we do. If you decide that our work does not satisfy the requirements you gave us, we won’t charge you for the work. If you are not happy, you don’t pay. We like happy customers who feel like they got their money’s worth.

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