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This implementation focuses on automating the document merge process for a long-standing client by integrating various documents into a single PDF. Developed by Tom and Lucas, the system aims to simplify the generation of a complex PDF document by merging multiple templates. Key challenges include the variability of required PDFs for different records and the generation of some PDFs outside Zoho via third-party applications. A user interface was created within the deals record to identify necessary components for each document. Users can then initiate the process by pressing a custom button, streamlining document creation.
