CPQ/Product Bundle (kits) & PDF Generator are Lightning Ready

Happy to announce that CPQ/Product Bundle (kits) & PDF Generator are Lightning Ready and are available on Appexchange. CPQ/Product Bundle (kits) – https://appexchange.salesforce.com/listingDetail?listingId=a0N30000007r2QFEAY PDF Generator – https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B4AsxEAF Here are some of the salient features of Lightning version – Works with both – Classic and Lightning Faster Search & overall performance improvement Works with large data set (no more ‘View […]

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PDF Generator Version Update

2.14 (released Dec’2016) Lightning Ready Hide Time from DateTime field Created PDF and send email from SF1 Email multiple attachments 2.9 – 2.13 (released Nov’2016) Quote PDF renamed to PDF Generator Now create PDF for all custom objects and most of the standard objects Support for checkbox fields Deprecated “PDF Asset Fields” object. You can […]

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Product Bundle Version Update

4.13 – 4.25 (released Aug’2017) – Easily edit products and bundles after they are added to opportunity or quote – New Hierarchy field to easily distinguish between duplicate bundles and products on single opportunity or quote – New Unit of Measure (UoM) feature to define group/box pricing, aka “Minimum Orderable Quantity” – Sort bundles to […]

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Now Generate PDF on any SFDC object & Email….

We are happy to announce that now PDFs can be generated & E-mailed on any of the SFDC objects (Standard, Custom & Managed) using our Appexchange App PDF Generator. Soon to be GA on Appexchange but we can make the new version available in your Org if you have such requirements. Please contact support@gocloudz.com for availing […]

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Partnered with Docusign for E-Signature

Happy to announce referral partnership with Docusign.  Quote PDF is seamlessly integrated with Docusign for E-Signature. Key features of the integration – – Approval stages & status data is available in SFDC in the Quote record – Approval order can be configured in SFDC – E-Signed documents are saved in the SFDC Quote record

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