Generate your document from Salesforce with one click

The FormTitan package for Salesforce allows your users to add the “FT generate” button to their object layouts.
When they press on this button, all of the templates permitted to them will be shown and they will be able to choose from a number of actions, including sending mail, generating a document, etc.

But what if you don't want your users to have so many options? What if you want to have them use a single button that will generate the document with a single click?
Well, we’ve updated our package and this can now be done. :-)
Watch how to add a button in Salesforce and generate a document in one click

* Give it up for Cricket Noyes for getting us to do this!



Enjoy!