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learnSFlearnSF 

MailMerge in PDF

Hi, 

 

I would like to use mail merge functionality which convert into PDF instead of Microsoft Word.

 

If any one cna suggest some way(development code) or some free tool which provide this functionality.

 

I do not want to buy paid tool for this functionality.

 

Any suggestion welcome.

 

Thanks!

 

 

a.schaefera.schaefer
You could either create a VisualForce page that you render as PDF, see this tutorial:
http://wiki.developerforce.com/index.php/Visualforce_Quote2PDF

or consider this approach:
http://blog.sforce.com/sforce/2008/12/use-visualforce-and-apex-to-populate-pdf-forms.html

and the related Adobe XFDF information:
http://wiki.apexdevnet.com/index.php/Adobe_XFDF
learnSFlearnSF

Thanks for reply.

 

oyur suggestion will work for me.

 

Thanks Again.
learnSFlearnSF

Hi again,

 

It seems this didn't work for me as I need to genarate pdf where user can add some checkboc mark and some text area nad after that they want to save the file and want to send file via email.

 

Render as pdf does not allow to add iput field.

XFDF dose not allow to save file with adobe reader.

 

could you give some idea which can solve my problem?

 

Thanks,
rforce2rforce2

When opening an XFDF with the adobe reader, it depends on the properties of the PDF form whether you can save it or not.

 

Try using the PerForm app, it's intended for PDF population with data from salesforce, see if it answers your needs.

http://sites.force.com/appexchange/listingDetail?listingId=a0N30000003GLHrEAO