function readOnly(count){ }
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
+ Start a Discussion
dmatthewsdmatthews 

Using PDF Templates and Print Anything To Print Contracts

In our shop, Salesforce is replacing a currently working, locally developed app for managing contracts.  Main objective for the initial implementation is to use Print Anything to print contracts/agreements created using Salesforce.  We already have a full suite of PDF templates for the different record types and I would like to use those templates as part of the print process using Print Anything if possible.
 
I know a new standard HTML template for Print Anything would need to be created but I'm seeking to use our PDF templates.  Is this something that is being considered by someone who is close enough to PA to be able to include this print method?
 
In the meantime, if there is some documentation available on how to set up Print Anything over and above what comes with the implementation, I'd love to take a look at it.
RaizersRaizers
Since you have existing PDF templates you will want to use CloudPDF - Interactive Forms.  https://www.salesforce.com/us/appexchange/detail_overview.jsp?id=a0330000005L1WfAAK     The test drive shows live data being merged into an existing PDF document.  One button click and the PDF appears in your browser window.  I think it's pretty cool that you can choose which fields are still editable, even after the data is merged.  With PDF's you can easily replicate existing paper forms and what you see on-screen is what you get in print.
rforce2rforce2

If you already have a full suite of PDF templates, you can map the data from the salesforce objects into the forms using the PerForm app: http://sites.force.com/appexchange/listingDetail?listingId=a0N30000003GLHrEAO