Sign Up ›
  • CG IT
  • NEWBIE
  • 0 Points
  • Member since 2010
  • Chatter
    Feed
  • 0
    Best Answers
  • 0
    Likes Received
  • 0
    Likes Given
  • 0
    Questions
  • 1
    Replies
1 replies

Needed: Batch Mail Merge

Hi
 
I am looking for a tool to help me with a certain mail merge task. I will take Invoices as one example of what I need.
 
Every week, I need to generate roughly 200 Invoices. each invoice is based on a custom object (Invoice__c) and a child object (Invoice Item). 
 
At the moment I am using Salesforce with FormFactory, but I am required to click a button every time I generate an Invoice.  consider that each mail merge takes 1-2 minutes, I can easily kiss my day goodbye.

I would like a product that would generate all of these documents at a click. even if it takes some time to generate them. I would hope that attachments are attached to the appropriate object in salesforce, but more importantly, that I can get an email with a single document (I hope PDF), at the very least, one email with multiple documents would help.
 
FormFactory currently doesn't offer that. I will now review OPROARTS, Drawloop, ninthwavesolutions, santcorp. 
 
I would be thankful for any ideas or apps that you may be able to suggest.
 
Thanks.
 
Ben 
Message Edited by beener on 02-26-2010 12:38 PM
  • February 26, 2010
  • Like
  • 0