PDF Generator
What is PDF Generator?
PDF Generator is a Salesforce application that enables users to create dynamic, professional PDF documents using Google Docs as templates. It seamlessly merges Salesforce data into Google Docs and converts them into PDFs with just a single click.
Why Use Google Docs as a Template?
Google Docs offers a simple and flexible way to design document templates without technical knowledge. With PDF Generator, users can:
- Design templates visually using Google Docs
- Use placeholders to inject Salesforce record data
- Collaborate on templates in real-time
- Maintain consistent branding across documents
How PDF Generator Works
- Create a document template in Google Docs
- Add Salesforce field placeholders in the template
- Connect the Google Doc with Salesforce
- Select a Salesforce record
- Generate and download the PDF instantly
Key Features
- Google Docs–based PDF templates
- One-click PDF generation from Salesforce records
- Supports standard and custom Salesforce objects
- Automatic data merging
- Secure and permission-based access
- High-quality PDF output
Use Cases
PDF Generator is perfect for generating:
- Invoices and quotations
- Contracts and agreements
- Reports and summaries
- Offer letters
- Customer proposals
Benefits for Salesforce Users
- No need for complex PDF design tools
- Non-technical users can manage templates
- Reduced manual document creation
- Improved productivity and accuracy
- Professional and consistent documents
Data Usage & Transparency
PDF Generator uses Google APIs to access Google Docs strictly for the purpose of generating PDF documents from user-selected templates.
- We request access to Google Docs only when a user explicitly connects a document
- We use Google APIs only to read template content used for PDF creation
- Salesforce record data is merged only at the time of PDF generation
- No user data is stored on our servers permanently
- Data is not shared with any third party
- All access is granted with explicit user consent
We follow Google’s API policies and handle user information responsibly and securely.
Privacy Policy
We are committed to protecting your privacy and handling your data responsibly. This Privacy Policy explains what data we collect, why we collect it, and how we handle it. Please review the policy before using the application.
Terms & Conditions
Please review the application’s terms and conditions, which outline your rights, responsibilities, and acceptable use.
Conclusion
PDF Generator simplifies document creation in Salesforce by combining the power of Google Docs with automated PDF generation. It helps teams save time, reduce errors, and produce professional documents effortlessly.