Hi there, 

I have created a Mail Merge template to a custom module 'Student_Quote' which works pretty well. 

Through this post the link below, I noticed that there is a way to create a custom function that could automatically create a pdf file and attach this file to the CRM record. 

However, I was following all the instructions but I thought it's not very straight forward (at least for me, a newbie lol), and still couldn't figure it out how to do it. 

I wonder if it's possible to create a custom button with a function that would use that mail merge template that I created and automatically save the merged document in pdf in the attachments of that CRM record?

This would improve the overall productivity of our small company tremendously. 

Thank you in advance!

Cheers,