How to Generate PDFs in Salesforce

Creating PDFs from Salesforce records is something many teams need almost every day. Whether it is an invoice, proposal, report, contract, quote, or another business document, manually moving Salesforce data into a document and then saving it as a PDF can quickly become repetitive.

This is where Docs Made Easy can help. It lets you use your Salesforce data, templates, and document workflows to create professional PDFs directly from Salesforce, without moving between different tools.

In this guide, we’ll walk through the exact steps for PDF generation from a Salesforce record using Docs Made Easy.

Steps to Create a PDF in Salesforce

Step 1: Open Docs Made Easy

Click on the App Launcher (nine-dot icon) and search Docs Made Easy, navigate to the Document Setup tab and click Launch Wizard.

Step 2: Add Document Details

You’ve now entered the setup wizard. On the Add Details page, provide a name in the Button Name field and select the Salesforce object you want to generate documents from.

This is where you set up the record from which you will generate your document. Click Create to proceed with your PDF generation setup.

Step 3: Skip or Add Data

Now you will see the Gather Data (Optional) tab. Click the Next button.

This step allows you to gather additional Salesforce data for your document if required. You can skip it when the information you need is already available from the selected Salesforce record.

Step 4: Add Your Template

On the Add Template tab, upload the template or choose your desired template and click the Next button.

Step 5: Set the Button Behavior

After this step, you will see the Add the Assign Behavior tab. Set the button behavior according to your requirements and click the Next button.

Step 6: Open the Page Layout

Then click Go to Page Layout and select the layout.

Step 7: Add the Solution to Lightning Actions

Finally, choose Mobile and Lightning Actions. Find your solution and drag it into the Salesforce Mobile and Lightning Experience Actions section.

Click Save.

Your solution is now successfully created.

Head back to the App Launcher, search Contacts, and open any contact record. Your custom button will appear at the top-right corner.

This makes it easier for users to start Salesforce PDF generation directly from the relevant record instead of going through a separate document tool.

Step 8: Open the Docs Made Easy Composer

Click on the Dropdown button.

You will now see the Docs Made Easy Composer screen. Choose the PDF option.

From here, you can select PDF as the required output format and continue with the document generation process.

Step 9: Download the PDF

Click on the Download button.

Your PDF document is now downloaded and ready to use.

With this setup, PDF generation in Salesforce can be handled directly from the record, using your Salesforce data and selected document template.

Why Create PDFs Using Docs Made Easy?

Creating a PDF from Salesforce is useful, but the bigger advantage is being able to keep the complete document process connected to your Salesforce workflow. Here are some of the reasons businesses use Docs Made Easy.

With businesses already making the switch to Docs Made Easy, the platform is becoming a trusted choice for Salesforce document generation. Docs Made Easy is also featured among the top 3 document generation tools on LinkedIn and has been featured by Salesforce in its article, further making it a trustworthy choice for businesses looking to simplify their document workflows. 

Wrapping Up 

Creating a PDF does not have to mean exporting Salesforce data, opening another application, formatting the document, and then saving it again.

With Docs Made Easy, you can create document templates, connect them with Salesforce data, generate PDFs from Salesforce records, automate repetitive document workflows, and continue into eSignature when needed.

Whether you are creating a single customer document or generating documents in bulk, the idea is simple: keep your document workflow connected to Salesforce and let automation handle the repetitive work.

Ready to simplify your document workflow? Explore Docs Made Easy and start creating documents directly from your Salesforce environment.

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