PDF Butler

PDF Butler is a document generation tool designed specifically for Salesforce users, enabling efficient creation of customized documents such as invoices, contracts, and reports. By leveraging data from Salesforce objects, users can generate documents with a high degree of personalization, minimizing errors and enhancing accuracy. The platform is noted for its speed, with 99% of documents being created in under one second, which can significantly contribute to return on investment (ROI). The application allows for brand identity customization through personalized fonts, logos, and imagery, and includes features such as MS Word design capabilities, multi-language support, and reusable templates. Security is a key focus, ensuring robust measures are in place to protect user data.

In addition to PDF Butler, several specialized services are available:

SIGN Butler is an eSignature solution that simplifies the signing process. It features automated multi-signer routing and allows signers to complete missing information during signing. The service prioritizes data ownership, maintaining all data within the user's Salesforce environment, and is responsive across devices.

CONTRACT Butler provides comprehensive contract management capabilities, enabling users to manage, edit, and send contracts directly within Salesforce. It fosters collaboration on agreements and streamlines the approval process, reducing inefficiencies commonly associated with contract handling.

BULK Butler facilitates automated batch document generation, allowing users to create and send high-volume documents quickly. It enhances brand identity through customized documents while ensuring accurate data integration from Salesforce.

PDF Butler is particularly beneficial for industries such as Healthcare, where it simplifies document management, automates processes, and integrates seamlessly with Salesforce to improve efficiency and patient care.