PDF Builder

PDF Builder is a Salesforce-native application for visually designing reusable PDF templates, merging live record data, previewing the result, and generating production documents without leaving the platform.

The authoring and rendering flow runs entirely in Salesforce using Lightning Web Components, Apex, Custom Metadata, custom objects, Salesforce Files, and Salesforce's native PDF conversion.

Overview

Github repo:

https://github.com/mpdigitals/pdf-builder-sfdc

• Standard & Custom Objects Works with standard and custom Salesforce objects.

• Create Templates Build reusable PDF templates visually.

• Drag & Drop WYSIWYG Editor Design documents visually with drag & drop.

• Dynamic Merge Fields Insert Salesforce data directly into your templates.

• Related Lists Dynamically include related records in PDFs.

• Flexible Component Styling Customize size, position, colors, fonts and other properties.

• Default Templates by Record Type Assign different default templates depending on the record type.

• Live Preview Preview the final document before generating it.

• Generate PDFs Generate PDFs from Salesforce records.

• Download or Save to Salesforce Files Download the generated PDF or store it directly in Salesforce.

• Night Mode Dark interface for the visual editor.

• 100% Salesforce Native No external PDF rendering service required.

• Open Source Source code available to use and customize.

Features

Log in to the target org, select Install for Admins Only or the access level required by your security model, and complete the installation. Then assign the included PDF Builder User permission set to each user who needs the app.

The same version can also be installed with Salesforce CLI from thr G:

sf package install \
--package 04tQy000000ZQPRIA4 \
--target-org pdf-builder-target \
--wait 30 \
--publish-wait 10 \
--no-prompt

Alternative: deploy from source

Quick start: Deploy → assign the permission set → add the generator to a record page → import samples (optional) → generate a PDF.

Source deployment is intended for contributors and organizations that want to inspect or modify the application. It requires Salesforce CLI (sf) and Git.

git clone https://github.com/mpdigitals/pdf-builder-sfdc.git
cd pdf-builder-sfdc

sf org login web --alias pdf-builder-target
sf project deploy start --manifest manifest/pdf-builder.xml --target-org pdf-builder-target
sf org assign permset --name PDFBuilderUser --target-org pdf-builder-target

After deployment:

1. Add the PDF Builder tab to the desired Lightning application if it is not already visible.

2. Assign the PDF Builder User permission set to template authors and document generators.

3. Add PDF Builder PDF Generator to the required Lightning record pages.

4. Review the PDFBuilderSettings.Default Custom Metadata record before production use.

5. Create a template or import the optional sample data.

Opportunity and Quote Lightning record pages are intentionally not included, so deployment never replaces an organization's existing pages. To expose PDF generation on a record:

1. Open Setup → Object Manager and select the object.

2. Open Lightning Record Pages and edit or create the required page.

3. Drag PDF Builder PDF Generator onto the page.

4. Save and activate the page for the required apps, profiles, or record types.

The same component works on Opportunity, Quote (when Quotes is enabled), and other supported record pages. It receives the current record ID automatically.

Optional sample templates

sample-data/pdf-builder-templates.csv contains three optional examples:

• MP Opportunity Proposal for Opportunity.

• MP Quote for Quote.

• MP Opportunity Service Quotation for Opportunity.

The Quote example uses the packaged PDFBuilderSampleMPDigitalsLogo static resource. The service quotation uses PDFBuilderQuotationLogo. The samples are demonstration content and should be rebranded and reviewed before production use.

You can import the CSV with Salesforce Inspector, Data Loader, or Salesforce CLI:

sf data import bulk \
--sobject PDFBuilderTemplate__c \
--file sample-data/pdf-builder-templates.csv \
--wait 10 \
--target-org pdf-builder-target

The CSV does not contain source-org record IDs. Imported templates receive new IDs in the target org.

Installation

You can install PDF Builder in your Salesforce org using one of the following links:

This package is provided "as is", without warranties or guarantees of any kind, either express or implied.
You assume full responsibility for any outcomes resulting from its use. The author and contributors shall not be liable for any direct, indirect, incidental, or consequential damages, or any data loss arising from the use of this package in any Salesforce environment (production or sandbox).

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