CloudPDF

Thru our client interactions, we recognized that a simpler and more efficient process was needed for merging Salesforce content into a shareable document...

With a click of a button, merge data from any available Salesforce object or record into your desired PDF document template. Documents open directly in your browser. Users then may choose to save, print, change, e-mail, or attach the document back to Saleforce.

Easy to create, document templates may contain fields which are editable, read-only, autoformatting, perform validations, respond to field input or user actions, and more.

To use CloudPDF, all that is needed is the free Adobe® Reader®. PDF is a Universal Open format which solves many common file-sharing problems, from preserving the look-and-feel of the original document to allowing anyone, on any platform, to view, navigate, save, fill, and print documents.

CloudPDF is available for use by users of ALL Salesforce editions. (Call if using Group or Personal edition.)

(For Windows, Mac, Internet Explorer [IE], Firefox)