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Troubleshoot PDF creation by trying pandoc, then reportlab, then fpdf2. Check tool availability, install missing Python libraries as needed, run generation with an explicit working directory, and verify that the output file exists.
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Create multi-page PDFs with headings, tables, and consistent styling using reportlab, a Python library for building PDF documents. Run code directly through run_shell to control margins and page breaks when shell_agent document creation is unreliable.
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Build RAG / unstructured-document evaluation datasets and demo documents (e.g. for Knowledge Assistant) on Databricks: generate synthetic PDFs locally, upload to Unity Catalog volumes, and pair each document with test questions for retrieval evaluation.
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Use when configuring standard Salesforce Quotes, building quote templates for PDF generation, emailing quotes, syncing quotes to opportunity products, or setting up discount approvals on quotes. Triggers: 'create quote', 'quote template', 'quote PDF', 'email quote', 'quote sync', 'synced quote', 'discount approval', 'quote line items', 'QuoteSettings', 'enableQuote', 'QuoteStatus', 'allowEmail', 'SyncedQuoteId', 'IsSyncing', 'QuoteLineItem', 'QuoteDocument', 'GrandTotal', 'Pricebook2Id'. NOT for CPQ (SBQQ) quote templates — use admin/cpq-quote-templates. NOT for the end-to-end quote-to-cash process — use admin/quote-to-cash-requirements.
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Use when designing or troubleshooting Salesforce CPQ (SBQQ) quote templates: building template sections, configuring line columns, conditionally showing sections, generating branded PDFs, or handling multi-language output. Triggers: 'CPQ quote template', 'SBQQ template', 'CPQ PDF', 'line columns', 'quote template sections', 'conditional section', 'CPQ quote document'. NOT for standard non-CPQ quote templates in Setup — use admin/quotes-and-quote-templates. NOT for a Visualforce-built quote PDF — use apex/quote-pdf-customization.
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Generate, fill, and assemble PDF documents at scale. Handles legal forms, contracts, invoices, certificates. Supports form filling (pdf-lib), template rendering (Puppeteer, LaTeX), digital signatures (DocuSign), and document assembly. Use for legal tech, HR automation, invoice generation. Activate on "PDF generation", "form filling", "document automation", "digital signatures". NOT for simple PDF viewing, basic file conversion, or OCR text extraction.
中文简介正在准备中。当前显示原文说明。
Generate, fill, and assemble PDF documents at scale. Handles legal forms, contracts, invoices, certificates. Supports form filling (pdf-lib), template rendering (Puppeteer, LaTeX), digital signatures (DocuSign), and document assembly. Use for legal tech, HR automation, invoice generation. Activate on "PDF generation", "form filling", "document automation", "digital signatures". NOT for simple PDF viewing, basic file conversion, or OCR text extraction.
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