I have to make contracts every few days, which are usually 3 or so PDF documents that I typically will just go into Acrobat Pro and modify to the latest customer. The one PDF just has the customer name in one place, and the other has it I think in 2 plus their address and then written in “Three (3)” or “Five (5)” depending on the term of the agreement.
Is there any way in Suite or with a plugin that anyone knows of that I’d be able to basically be under an Account record, press a button or whatever and have it output it all to the PDFs doing a merge? Even to Word is fine as I have the agreements in Word format as well. Not a huge deal just thought I’d check in case it already exists etc. Thanks!