terryg

To DocGen or Not to DocGen....

Discussion created by terryg on Apr 10, 2018

We need to send document to people that are NOT contacts.  I think this means we can't use the standard SF screens and need to leverage email services via apex.  So my question is....if we are going to have to move to email services anyway (is this true?), would I be better off ditching DrawLoop (for this purpose) and just re-creating my doc in a visualforce page?  I'm a little worried my team will spend more time learning how to make a DDP work with APEX/email services for 1-2 documents than if we just re-created it.  The document is pretty stable - meaning we have not made changes in quite a while - so the ability to rapidly change is not weighted that heavily.

 

Has anyone been through this type of decision recently that can offer some advice?

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