PDF Butler provides a completely native experience for Salesforce users by allowing them to create proposals, quotes, invoices, contracts, reports, bills, payslips, certificates, non-disclosure agreements (NDA), supplier contracts, employment contracts, and other documents directly from the Salesforce platform. PDF Butler is without a doubt the quickest and most innovative Salesforce document generation solution (force.com). It’s easy to use, packed with features, and reasonably priced. Most importantly, PDF Butler makes it extremely easy for you, the user, to make changes, which is critical in today’s fast-paced world.
1. Easy Doc Gen Setup
During interactions with your company, every customer wants a personalized experience based on their needs and, preferably, language. When you use PDF Butler as your Salesforce document generation tool, you ensure a quick and future-proof Go Live. You can add language preferences along the way through a very simple process and very little configuration.
2. Doc Gen Challenges
The challenges of document generation in Salesforce and products such as CPQ, Billing, Sales Cloud, and Field Service Lightning will only get worse. You enable more personalization without jeopardizing the UX by avoiding long generation times and difficult-to-maintain templates.
3. Drive Salesforce Adoption
All thanks to automated document flows, which provide efficiency gains on a daily basis. The ability to quickly set up and adjust these flows in all departments accelerates digital adoption significantly. Every employee can now put the customer at the center of his communication with the help of PDF Butler.
4. Evolving requirements
With logos, dynamic pictures, translation of picklists via the translation workbench, data from external objects, QR, or barcode, start your quick and very simple templates with these standard and custom objects. Also, you can determine their roadmap. Expand yourself with a PDF Butler.
5. Doc Gen collaboration
Working together on quotes and having the legal department process the necessary adjustments to general terms and conditions, PDF Butler can ensure efficiency gains as your document generation tool for Salesforce. Salesforce users, administrators, and developers can find everything they need and want with PDF Butler.
6. Real-time demo on SFDC
Convince yourself and choose the best Salesforce document generation tool. They also provide a Salesforce document generation tool with speed, durability, and scalability, as well as excellent support. You contact them via phone or email to schedule your live demonstration.
7. Highly reliable
It is trustworthy, and it will be worthwhile for you to trust in it. It will propel your company to new heights. It assists businesses in producing documents from Salesforce. It is the best, highly scalable, quick and all-in-one solution to increase your productivity. With PDF Butler as your assistant, you can reduce your administrative efforts to practically zero.
8. Authoring in Word
It’s a helpful tool for the legal and corporate teams which need automated solutions for document drafting, assembly, and management. It also includes intelligent workflows, inherent version control, secure sharing and negotiation tools. PDF Butler will help them to create significant documents in hours and change them whenever they want.
9. Other important features
PDF Butler came into existence with love to provide the best service possible. Companies today must be “always-on.” They are concerned about their users and offer assistance at all times. They also support simple to highly complex data models, among other things. Multi-language, multi-locale, and multi-currency support Reusable templates (static and dynamic), page numbering (even when using templates), repeatable table headers, complex grouping scenarios Headers and footers Criteria for including/excluding sections of your document, Watermarks, dynamic file names, and so on.
10. Secure
In your one-on-one customer interactions, it creates instant e-docs. It makes no difference whether it happens through your sales department, a mobile device, or your website. PDF Butler, designed with Omni-channel in mind, centralizes the creation of electronic documents so that your customers have the same experience regardless of channel. PDF Butler has been thoroughly authenticated, encrypted, and verified. Both companies and their customers are safe.