Our FT package for Salesforce allows you to generate documents directly from Salesforce. It also allows you to merge documents by generating
- multiple templates for a specific record ID
or
- one/multiple templates for multiple record IDs.
In this version, we’ve made it possible for those who are more technical to pick and choose objects, templates and records, generate multiple different documents and merge them into 1 happy PDF using APEX.
Watch how to custom merge documents with APEX
Enjoy!
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