Create your first document in just 15 minutes. Learn the basics of selecting data, replacing merge fields, and repeating rows. Use the template document as a starting point!

Download Template without mergefields

Download Template with mergefields

Generate Your First Quote with PDF Butler #

1. Prerequisite Verification #

Before starting, ensure all required setup steps are completed:

1. Confirm that steps 1 to 5 from the initial setup are completed and marked as done.
   
2. Go to the PDF Butler Admin page.
3. Verify that your registration and credentials are correctly configured and visible.
   

2. Create a Template Using MS Word #

1. Go to the PDF Butler Academy and download a Word template.
   
2. Open the document.
3. Identify the data you want to pull from Salesforce.

4. Format each field as a merge field using the syntax:

   [[!FIELDNAME!]]
   
5. Save the document.

3. Configure PDF Butler #

3.1 Create a Data Source #

1. In Salesforce, navigate to the Data Sources tab.
2. Click New.
3. Select SOQL and click Next.
   
4. Enter a Data Source Name.
5. Select the Type (e.g., Single sObject).
6. Click Save.
7. At the top of the page, click SOQL Builder.
   
8. Select an Object (e.g., Opportunity).
9. Choose the fields you want (e.g., Opportunity ID, Amount, Owner Name, Email).
10. Review selected fields in the Review tab.
    
11. Go to the Add Filter tab.
12. Select a field and operator.
    
13. Click Add Filter.
14. Click Save Query.

3.2 Create a Doc Config #

1. Go to the Doc Config tab.
2. Click New.
3. For this example we will use Main Word Document.
   
4. Enter:
   • Document Config Name
   • Document Title
     
     
5. Open the record and click Open PDF Butler.
   
6. Click Add Data Source and select the one you created.
   
7. Verify that field types are automatically recognized.
   
8. In the Doc Config Documents section, upload your Word document.
   
9. Click Add Config Type.
10. Select:
    • Data Source
    • Data Source Field
      
11. In Merge Field, enter the corresponding field name from your Word template.
    
12. Click Save to Server (top-right corner).
    

4. Generate the Document #

1. Open a record from the object used in your configuration (e.g., Opportunity).
2. Click the Setup (gear icon) → Edit Page.
   
3. From the components list, select PDF Butler Previewer.
   
4. Drag and drop it onto the page.
   
5. Open the Doc Config record you created.
6. Locate and copy the Customer DocConfig ID.
   
7. Paste the ID into the DocConfig to Retrieve field in the component.
   
8. Click Save, then Activate.
9. Assign as:
   • Org Default
   • Select Desktop and Phone
10. Return to the record page.
11. You will now see the PDF Butler feature.
12. Click the PDF button.
    
13. A preview will be generated with all fields populated.
    

5. Edit Data from a Data Source #

To modify fields in your data source:

1. Open the Data Source record.
2. Click SOQL Builder.
3. Add or remove fields as needed.
   
4. Click Save Query.
5. Go to the Doc Config page.
6. Edit the Object Data Source.
7. Click Reload from SFDC to refresh fields.