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Populate merge fields in documents from Salesforce data
I need to be able to choose from a document template and populate it with Salesforce data. This could be preprocessed documents with merge fields that are already uploaded in Salesforce.
Say I'm in a case record and I choose a document template from a dropdown, I want to download that document with all merge fields populated with data from the case record.
I know this would be possible if you export the documents as html and add them to email templates and just render the html in a visualforce page as pdf or docx. This method seems to be losing the images and some styling of the documents though.
Anyone know how I can do this?
Say I'm in a case record and I choose a document template from a dropdown, I want to download that document with all merge fields populated with data from the case record.
I know this would be possible if you export the documents as html and add them to email templates and just render the html in a visualforce page as pdf or docx. This method seems to be losing the images and some styling of the documents though.
Anyone know how I can do this?
Tanishka AroraAny Solution for this?