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gkrajeski
Level 10
July 14, 2016
Question

Way to populate PDFs with MKTO field data?

  • July 14, 2016
  • 5 replies
  • 4405 views

I am urgently looking to see if anyone knows of a way to populate field values from Marketo into a PDF document through any methods!


Have a sensitive legal document that must be delivered in PDF format but needs to contain customer address and owner information!



Thanks,

-Geoff

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5 replies

gkrajeski
gkrajeskiAuthor
Level 10
July 14, 2016

Sanford Whiteman or others?

gkrajeski
gkrajeskiAuthor
Level 10
July 14, 2016

It's hard to tag Gregoire M. on the mobile app!


If someone could please do so...  I'm on a 3 hr commute!

gkrajeski
gkrajeskiAuthor
Level 10
July 14, 2016
gkrajeski
gkrajeskiAuthor
Level 10
July 14, 2016

Grégoire Michel found a way to scroll to find your real account at the bottom of a list of about 20 on Jive for Android!

Grégoire_Miche2
Level 10
July 14, 2016

Yes, that's me

gkrajeski
gkrajeskiAuthor
Level 10
July 14, 2016

It seems that the following methods no longer are valid:

Populating PDF Form Fields from a URL Query String  –  The PDF Developer Junkie Blog

http://forms.stefcameron.com/2006/10/20/using-url-requests-in-pdf-forms/ http://forms.stefcameron.com/2006/10/20/using-url-requests-in-pdf-forms/

passing parameters in to pdf (PDF Forms)

July 14, 2016

Hi @Geoff krajeski,

I think some time back @Sanford Whiteman​ suggested

https://nation.marketo.com/message/131717#comment-131717

See if that works.

If not, I also have done pdf generation using web hooks at Bright Hooks. You can use a webhook and use a pdf generation solution.

Rajesh

July 14, 2016

Just to complete the information here,

Here is the web hook I was talking about.

Web Hook Library

Rajesh

Grégoire_Miche2
Level 10
July 14, 2016

I do not see how this could be done without a 3rd party tool.

I would rather use Conga Composer on salesforce (Salesforce Document Generation & Merge Applications | Conga ), generate the PDF, store it on a web site and add it's URL to a lead.

-Greg

Amanda_Thomas6
Level 8
July 14, 2016

This was a very interesting discussion to read through.  A little over my head when it comes to coding, but really good to have this information at hand- just in case.