Titan Insights Into Salesforce | Generate a PDF

Nikita R.

Media-savvy content creator, with a curiosity for all Salesforce experiences.

Updated: Jan 9th, 2025

Salesforce is the most popular customer relationship management (CRM) platform, providing solutions to businesses across various industries to help manage relationships with customers and leads. Understanding what you can do with your Salesforce platform is crucial to creating efficient business processes and making the most out of your customer relationship strategies.

Join us below as we explore PDF generation in Salesforce.

What is Salesforce PDF Generation?

Salesforce PDF Generation is a common term to describe the sequence of actions it will take to create a PDF document in Salesforce. You could use a Salesforce PDF generator to generate custom PDF documents from within Salesforce dynamically. This means that your PDF documents will contain essential data from Salesforce, which includes:

Records

Leads

Opportunities

Cases

Contracts

Any Other Salesforce Data You Need!

How to Generate a PDF in Salesforce?

There are many ways that you can generate a PDF in Salesforce. The option that you choose will be dependent on your resources, skills, and work efforts. For your convenience, we have gathered a few options to ponder which method would be the best suited for your teams:

Salesforce | Export to PDF

Once you have set up Salesforce for PDF and document generation, you can use this feature in many use cases across your entire organization. PDF generation is a powerful and speedy feature that can create different types of documents when needed.

Let’s take a look at some of the different types of documents that can be exported from Salesforce in PDF for your business to share:

Sales Teams can Export Quotes and Proposals

Your sales teams can generate and export quotes and proposals as PDFs for leads. When they generate quotes, they remove any manual work effort, which means that your business quotes and proposals will always be accurate, consistent, and match your business’s brand. These professional quotes and proposals usually contain information about your products, prices, and services, which are all obtained from Salesforce.

Clerks can Export Invoices

With PDF generation and Salesforce, your clerks and accountants can export invoices from Salesforce as PDFs for customers or stakeholders. These invoices need to be accurate as they must reflect the sales data in Salesforce. Using PDF generation capabilities, your accounting and billing teams can be confident that their invoices exported as PDFs are reliable and error-free.

Analysts can Share Exported Reports and Dashboards

Researchers and analysts in your organization can use PDF generation to export their Salesforce reports and dashboards as PDF documents. This is a powerful feature for research teams as it allows them to promptly share analytical findings and studies with key stakeholders in a format that is easy to view and access. These documents help stakeholders, like managers, make critical business decisions based on accurate data.

Export Contracts as PDFs for Legal and HR Teams

Contracts are popular documents in human resources (HR) and legal teams. These types of documents are legally binding between the parties listed in the contract and, therefore need to be accurate.

With PDF generation, your staff can create custom templates ahead of time and then use them again in the future to generate as many contracts as they need automatically. These contracts can contain dynamic data fields that will populate and include data from Salesforce. The feature eliminates any need for manual data entry in agreements, which can create unwanted errors.

Exported Certificates and Letters in Education

Certificates and letters are standard documents across all industries and sectors. But for explanation purposes, your educational facility can use PDF generation in Salesforce to export certificates, letters, and statements as PDF documents. All these types of documents need personal information like names, addresses, and contact details, which can all be collected from Salesforce with PDF generation. Once the letters and certificates are exported as PDFs, they can easily be distributed. This feature makes a significant impact when you think of schools that send multiple notification letters to students daily.

Salesforce | Generate PDF from Record

You can use Titan Docs to generate a PDF from Salesforce records. Titan Docs has options to publish Salesforce records for your convenience, providing your business the advantage of fully automated workflows. Admins can easily configure settings to generate a PDF on button click in Salesforce to use records with Titan.

Configure the Titan button in Salesforce to open the Titan document generation menu in a list view. The feature is available to standard objects by default. However, you will need to add it to your custom objects. To find out how to setup and use this button for generating PDFs from records, read our Button: FTGenerate Documents Lightning article on our support center.

FAQ

How do I create a PDF using Apex in Salesforce?

Try the PageReference.getContentAsPDF() method, which will allow you to render your Visualforce page as PDF data. Next, you must use Apex code to transform the PDF data into a document.

Can Salesforce generate documents?

Yes, Salesforce can. For example, generate a PDF in Salesforce from various documents such as quotes, invoices, contracts, letters, reports, and more.

What is PDF butler in Salesforce?

PDF Butler provides document generation software for Salesforce. The software allows you to create custom documents quickly from within Salesforce.

We hope to see you soon!

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Disclaimer: The comparisons listed in this article are based on information provided by the companies online and online reviews from users. If you found a mistake, please contact us.