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Document Generation (PDFs)

  • Updated

Document Generation requires an internet connection, no offline mode support. Since the documents are generated on the server and then downloaded, there is no way to provide document generation with out a good connection.

Flow

  • Document Generation for items cannot happen until everything is persisted on the server. If anything is staged in mobile, Document generation is disabled.
  • When generating documents, a document template must be selected. Once selected, the document template id, new document name and origin id to attach the new PDF to is sent the server (i.e. attach the generated document to a Quote or Contact).
  • The server generates the document and attaches it to the origin entity.
  • The mobile app then downloads the new document and navigates the user to the new document for viewing.
  • The new documents generated can also be seen in the list of attachments.
  • After the PDF has been generated, can email it to the Prospect. Tap ellipses and 'Email'. Mail app will open with generated template with the prospects email address, subject and body pre-populated.
    • Must be signed into Mail application or will get a message that it is not installed.
    • PDF will be sent as attachment.
    • The action to email the PDF to a user can take place on any PDF list item and should pre-populate the prospects information in the email.

MarketSharp

PDF generation is available in three current areas of the application. Users can generate Proposals on the Quote lists, Service Orders on the Service lists and Customer files on the Job lists. All generated PDFs will self attach to the Contact for convenience.  Default file names are generated for the newly generated PDF.

  • Quotes utilize the Proposal templates created within MarketSharp.
  • Services utilize the Service Order templates created with MarketSharp.
  • Jobs utilize the 'Other Mailers' category under the Customer Print Files in the Print Assistant
    • Print Assistant is located on the left side of the Contacts Tab
    • Print Assistant > Print File Maintenance > Other Mailers
  • The default title of the document will be the following
    • Quotes: <ContactFirstName>_<ContactLastName>_Quote_<CurrentDate>
    • Service Orders: <ProductName>_<ContactLastName>_Service_Order_<CurrentDate>
    • Jobs: <ContactLastName>_<PrintFileTemplateName>_<CurrentDate>

Salesforce Classic

  • The default title of the document will be the following
    • Quotes/Sales: <i360__Appointment__r>.<i360__Correspondence_Name__c> - <Document Template Name>.pdf
  • Available Quote Templates should be in the Documents > Templates-Quote folder.
  • Available Sale Templates should be in the Documents > Templates-Sale folder.

Salesforce Classic Notes

  • If document generation fails, a PDF will still be created with the error message in the PDF.
    • For example, if a document is attempted to be created with a document template name that does not exist. The error message Unable to locate Document will be in a PDF that is generated
  • We do not provide thumbnails of the PDFs in the list view because it is not possible generate a small preview. Instead, a PDF icon is displayed. The full PDF can be viewed when tapping on the list item.
  • Generating a PDF for a quote does not:
    • 🚫 Delete old attachments
    • 🚫 Signature areas
    • 🚫 Long file names
    • 🚫 Non-unique document template names. Document template names need to be unique across all folders.
  • Users will need access to the i360.PDFGeneratorREST Apex Class on their Profile (under Enabled Apex Classes) or will get the following error when generating a PDF for a quote: 
    You do not have access to the Apex class named: PDFGeneratorREST.
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