Creating PDF documents in Salesforce is now more flexible than ever!

Hello, this is the SmallBuilder team.

If you’ve tried generating PDF documents in Salesforce, you know it can be convenient, but it comes with some limitations.

You’re restricted to certain objects, creating complex layouts is difficult, and working with custom objects can be tricky.

That’s why, after much consideration, we developed SmallBuilder Documents, an editor that makes it easy to create PDF documents from any object in Salesforce!

Why Do You Need SmallBuilder Documents?

If you’ve used Salesforce’s built-in PDF functionality, you’ve probably faced these frustrations:

“Why can’t I generate PDFs from this object?”
“I want to customize the PDF layout, but it’s not easy…”
“Do I really need to write code just to pull in data from lookup fields?”

SmallBuilder Documents solves all these problems, offering a seamless way to create customizable PDF documents from any object without the hassle.

Key Features of SmallBuilder Documents

✅ Supports a Wide Range of Objects

Standard or custom objects? No worries! You can bind data from any object and use it in your documents

✅ Intuitive Data Binding

Just select the fields, and you’re done! It automatically pulls in data from lookup objects, so no manual work is needed.

✅ Flexible Layouts and Components

With a variety of components like text, tables, and images, you can design your documents just the way you want. Custom layouts? Of course, that’s possible.

✅ Perfectly fit to the Salesforce Environment

Unlike other solutions that integrate with Salesforce to exchange data and use triggers to generate templates, SmallBuilder Documents is built entirely within Salesforce.

1. This means all data is processed internally, with no need for external servers

2. It ensures full compliance with Salesforce security rules and keeping your data safe.

✅ Verified Product on AppExchange

SmallBuilder Documents is a verified product listed on Salesforce’s AppExchange, so it’s both reliable and secure. Having passed Salesforce’s certification process, you can trust it to handle your documents. (Go to AppExchange →)