I'm working on setting up multiple PDF forms to be generated by Salesforce that pull in data from a case and a few related objects. These are not for quotes or contracts, and we don't need them automatically sent to anyone. We need the PDFs generated and saved to Salesforce, with an intermediate step of being able to edit fields that will transfer to the PDF before it's saved. I'm able to accomplish this using visualforce & apex, but it's a time-consuming process to try to replicate the looks and feel of PDFs that were already designed in Adobe and there are certain limitations:
- Word breaks implemented by CSS don't take affect for long strings like URLs, and this causes the entire block of text to have a modified width and it gets partially cut off horizontally
- Cannot create scrollable text fields like you can in Adobe
- Unable to password protect the file upon download
I'm wondering if a document generation solution could fit our needs. Does anyone have experience using a good solution for this type of use case?
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