Salesforce Document Generation Auto PDF Templates

Business Background

Web applications frequently generate data that needs to be stored as a fixed, non-editable document. Producing this type of output directly from a web interface can be unreliable because client-side rendering varies based on browser engine, device size, zoom level, and user settings. These inconsistencies make it difficult to guarantee a PDF with consistent formatting, complete content, and accurate layout.

AutoPDF provides a server-controlled rendering process that eliminates these variables. It converts any selected Web page into a predictable, uniform PDF, regardless of the user’s device or environment. This ensures data integrity and reduces formatting errors across downstream processes such as Salesforce record generation, automated email delivery, electronic signatures, and audit-ready document storage.

Titan Solution

• Configure document generation by adding Auto PDF to a project.
• For Auto PDF templates, you can do the following:
  • Download the PDF
  • Push the PDF to Salesforce
  • Email the PDF as an attachment
  • Add a digital signature

How to Guide

1. Click in the Auto PDF block. The Configure Project Document Generation Settings screen opens.

2. Use the checkboxes to select option(s):
   • Download: Download the Auto PDF.
   • Push to Salesforce: Push the PDF to Salesforce.
   • Email: Attach the file to an email.
3. Click the Next button.

4. Use the drop-down list to select the source page. This is a page in your Web project.
5. Use the drop-down list to select the PDF layout override if you do not want to use the default.
   • With the options in the list, you can force PDF generation to use a specific layout, regardless of the client’s screen size.
   • The default is dynamic based on the current device.
   • Under General, add a label in the field.

Limitation
When using AutoPDF with Pagination enabled, projects that use steppers, tabs, or multi-step layouts will only include the first step or tab in the generated PDF. Additional steps or tabs are not included.

7. If necessary, right-click on the AppExchange link to open it in a new window and install the latest version of our app.

8. Configure the options that you selected:
   • Download
   • Push to Salesforce
   • Email
   • Digital Signature

Download

1. Click the Download option.
   1. Use the toggle switch to enable the Download functionality.
   2. Use the toggle switch to add a dynamic file name if necessary.
      • The Custom Name field changes to a drop-down list where you can select the dynamic file name.
   3. Type a custom name.
   4. Use the toggle switch to enable digital signatures, if necessary. The option Digital Signature is added to the left of the screen.
   5. Use the toggle switch to enable the actions while waiting: Freeze the screen while the template is generating.
   6. Click the checkbox to optimize the image quality for better performance.
      • This will reduce the image quality to 80% of the original and will therefore reduce the file size.
   7. Use the toggle switch to enable the actions while waiting: Show a progress bar.

Push to Salesforce

1. Click the Push to Salesforce option.
   1. Use the toggle switch to enable the Push to Salesforce functionality.
   2. Use the toggle switch to add a dynamic file name if necessary.
      • The Custom Name field changes to a drop-down list where you can select the dynamic file name.
   3. Type a custom name.
   4. Use the toggle switch to enable a Digital Signature.

2. Make sure that you configure the Salesforce Push.

Email

1. Click the Email option.
   1. Use the toggle switch to add a dynamic file name if necessary.
      • The Custom Name field changes to a drop-down list where you can select the dynamic file name.
   2. Alternatively, type a custom name.
   3. Use the toggle switch to enable digital signatures, if necessary. The option Digital Signature is added to the left of the screen.
   4. Click the checkbox to optimize the image quality for better performance.
      • This will reduce the image quality to 80% of the original and will, therefore, reduce the file size.

Digital Signature

1. The only option is the Form Titan certificate.
2. Use the toggle switch to show the signature.
3. Use the drop-down list to select a position.
   • Left bottom
   • Right bottom
   • Left top
   • Right top
4. Type the value for the padding in the X and Y fields.
5. Type the value for the width and height in the fields.
6. Use the drop-down list to select a reason.
   • Other. Add the reason in the field.
   • Variable (This is a variable that you added to the project.)
7. Purchase more credits if needed.

8. Click the Apply button. The PDF template is added.
9. Use the Edit icon to edit the template.
10. Use the Kebab icon to do one of the following:
    • Turn Off
    • Delete

Add the Document Generation to an action flow

1. Configure an On Click Action on an element.
2. Click the + icon to add a node.
3. Under User Interaction, select the Document Generation option and click the Next button.

4. Use the drop-down lists to select the following:
   • Template
   • Action
5. Click the Next button.
6. Add a tag if necessary and click the Insert button.