+ Start a Discussion

Insert data in PDF forms

Hi gurus..


I had a new requirement by my client the other day...

he had these PDF forms in which you can type in data. He wants the data in these PDF forms to be automatically populated when mailing to his customers. The data should be filled in on the basis of the Customer Record that he is in.


I have done similar implementation for Word Docs through Mail Merge. However, I am stuck on the PDF part. I can't run a mail merge on PDF forms.


Any ideas..??



Hello, You can, may be, use a VF mail template to create a attachment to your mail in a PDF file.

Hi Emoti01,


Were you able to find a solution to this pdf merge issue? I have a similar req now and I'm having a hard time finding a way