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Status Open for voting
Created by Craig Hayashi
Created on Mar 9, 2021

Enhance addendum documents function to allow setting the position of where they are included

Right now you can specify an Addendum Doc Id Field on the DocGen Package. If you then have a child relationship that contains multiple records that each specify a different salesforce document id, these all get merged onto the end of the rendered PDF

Request is to implement the ability to specify where the document(s) get merged into the final PDF in the case where you do not want to have it go at the end.

The most flexible way would be to have the ability to specify an addendum doc id field on an entry of a doc gen package template. This would let you enter in more than 1 entry and control the positioning of the addendum documents relative to the other documents on the doc gen package.

An example would be a salesforce data situation like:

Office location(s)

-each product references a salesforce document representing a datasheet for the product
-each location references a salesforce document representing US State specific warranty/regulatory verbage

To represent an order fulfillement document, you could setup a doc gen package that would have DDP files set to be something like:

Cover letter

Product data sheets (would use addendum feature to print product data sheets for each product record under the account)


Warranty/regulatory (would use addenum feature to print warranty/regulatory documents for each location under the account)

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    Mar 31, 2023

    We are reopening this for voting and comments so we can understand this better. It looks like quite a few customers would like to see this take shape.

    Is there anything else you'd like to share with us? If not, please pass this on to other users who would also like to vote for this feature.


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