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Custom Document within Custom Object
Hello-
I've successfully created a custom object (it looks great!) in my Contact Manager Edition of Salesforce. I'd like to be able to take that information and put it into a document that I can print out and give to a customer (essentially creating a quote). I tried to do this as a report, but all I can get is a grid report. Is there a way to create an apex code doc to do this? Is there perhaps an apex template somewhere for this? I'd use the print button, but I don't want all the information on this to be revealed to the customer, and I want the opportunity to put generic text in the document.
Thanks for your help-
You might try looking at email templates. Worst case scenario you could email it to yourself and print it out.