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Easy Merge PDF has a user friendly interface. The step by step wizards, built-in templates, inline help and guidelines make generating PDF sales documents merged with Salesforce.com data, simple and easy. It also provides an easy interface to manage tax and discount calculation in a flexible manner to suite user requirements. The existing default templates can be changed with customized templates.
Use professionally designed high quality templates to generate sales documents in PDF format. The Easy Merge PDF offers 15 pre-designed Visualforce (PDF) templates. There are three templates in each of the five template categories, Quotation, Order Form, Invoice, Delivery Note and Multi Order Invoice.
OPROARTS Apps Easy Merge PDF reduces the need of manual processing by automatically calculating the tax rates, discounts and other values.
The application is 100% native and uses Force.com technologies including Apex and Visualforce. It does not store the customer data on any location outside the Salesforce.com. All the processing is done within Salesforce.com. The documents are generated at the Salesforce.com servers and downloaded to the client side. This protects the security and privacy of customer data.
OPROARTS Apps Easy Merge PDF can be run on many operating systems including Windows 2000, XP, Vista, Windows 7, Linux and Apple Macintosh operating systems. Easy Merge PDF supports Microsoft Internet Explorer, Mozilla Firefox and Google Chrome web browsers.
Generated PDF documents can be automatically attached to the Notes and Attachments section of the related Opportunity or Account and shared with your team.
Easy Merge PDF can generate a single invoice for multiple orders belonging to the same Account. This would improve the efficiency and effectiveness of the organization’s sales document generation process.
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Easy Merge PDF can merge the same quotation (or order form, invoice or delivery note, if required) to multiple contacts easily. This would also improve the efficiency and effectiveness of the organization’s sales document generation process.
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Easy Merge PDF supports flexible taxing mechanisms such as piggyback taxing and territory based taxing. You can maintain tax profiles to supporting multiple jurisdictions.
Easy Merge PDF also supports special discount calculations that enable a user to mass update the discounts of items through a wizard. A user has the option to either apply discounts as a percentage or amount on individual opportunity items or on the entire opportunity total.
Easy Merge PDF allows users to easily manage the bank accounts used for remittance in merged invoices. Users can specify multiple bank accounts and will be able to select one of these accounts during document merging.
Built-in templates can be further customized by adding images, text, changing page layout and formatting through Cascading Style-Sheets. Users can also create their own templates to suite their requirements and add them to Easy Merge PDF. It is also possible to change the template thumbnail, caption, paper orientation and the paper size used as required.
Easy Merge PDF also allows the users to include custom fields of standard objects into the generated PDF documents. In addition, it supports adding fields from custom objects related to Opportunity or Accounts objects to the template as desired, to customize the generated documents.
This facilitates applying special formatting to documents, according to given conditions, to highlight specific information. This feature will be a very handy and effective in focusing a person’s attention to information that may be more important.
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Row heights will be automatically adjusted to accommodate the contents of the cell. So, the user will not have to worry about whether the report content will be properly visible to the receiver of the document.
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Provides more control over the custom page header and custom page footer by allowing the user to control the repetition, formatting and size etc. of the custom page header and custom page footer to suite the user’s will.
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Easy Merge PDF reports have a report header and report footer which can be easily customized according to the user’s desire by changing the relevant templates.
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You can customize the report footer and add additional information such as company tag line to the footer.
The user can easily customize the templates to populate data in report header area also from second page onwards. This allows packing more data into pages reducing the no of pages of the document. This in turn makes it efficient and cost effective.
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Users can modify the Easy Merge PDF document templates and change the appearance by modifying the CSS. Users can perform more advanced changes in the appearance of the document just by editing CSS.
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Easy Merge PDF allows users to generate documents on different paper sizes in portrait and landscape orientations easily.
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Make your documents unique by adding your company logo and company URL stored in Salesforce to the generated PDF documents.
Embed hyperlinks in your PDF documents and get more exposure. Hyperlinks can be added to each line item separately to provide more information and images of products as well as to link to other resources.
Users can enable/disable the templates used in the wizards as they wish, to restrict and control the styles and the types of documents generated through the wizard.
Allows to generate and include a customer specific cover page to a document, according to a pre-designed template, at the time of document merging.Similarly you can also include pre-designed brochures that promote your products or services.
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This feature allows resetting of page numbers when merging to multiple recipients & multiple opportunities. This feature ensures that each recipient will receive his/her copy of correctly-page-numbered PDF document.
Merge the Order Form, that may be used to confirm the order of the products or services, to the Quatation at the time of quotation generation.
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Merge the Delivery Note of products or services to the Invoice at the time of invoice generation.
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If your report has only few items, Easy Merge PDF wizard will automatically repeat empty rows before inserting the report summary. This allows the users to produce neat and tidy professional quotes. This feature can easily be turned off with a simple template customization if required.
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Another "clean up" feature helping you to produce tidy and nice reports. If your report is paginated so that only the report summary is in the last page without any data rows, this feature will ensure that the last row of data is moved to the last page to be bound with the report summary to give a nicer look.
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Allows you to process your invoices as a batch job increasing the efficiency and effectiveness of document generation process. Select the opportunities, click few buttons and all the processed invoices will be attached to your opportunities or you will be able to view them as a single document.
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Default pagination options of PDF are limited. Users are unable to control the pagination options. Easy Merge PDF has more control over the pagination feature and allows the users to have more flexibility over the report structure and lets them create more attractive reports.
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Default pagination options of PDF are limited. Users are unable to control the pagination options. Easy Merge PDF has more control over the pagination feature and allows the users to have more flexibility over the report structure and lets them create more attractive reports.
If your report has only few items, Easy Merge PDF wizard will automatically repeat empty rows before inserting the report summary. This allows the users to produce neat and tidy professional quotes. This feature can easily be turned off with a simple template customization if required.
Another “clean up” feature helping you to produce tidy and nice reports. If your report is paginated so that only the report summary is in the last page without any data rows, this feature will ensure that the last row of data is moved to the last page to be bound with the report summary to give a nicer look.
EM Batch Invoice is a new productivity function added to Easy Merge PDF which would save a great deal of your time in generating invoices. It has a user friendly GUI that allows you to merge multiple invoices in a few clicks by selecting relevant opportunities using Salesforce search. You can select the required opportunities and generate the invoices in to a single PDF document or attach the batch generated PDF invoices in to respective opportunities separately.