Salesforce Document Solutions for the Financial Industry
Streamline your operations by automating client agreements, summaries, and more directly from Salesforce, reducing manual processes and saving time.
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Driving financial services efficiency with advanced Salesforce document solutions
Compliance and security, guaranteed
In the financial sector, data security is non-negotiable. We take this seriously, ensuring ISO and GDPR compliance. Your data remains safe and secure, and only stored within your Salesforce environment.
A comprehensive solution for every use case
Whether it’s policy documents, account summaries, client agreements, or insurance forms, PDF Butler pulls your data directly from Salesforce, ensuring error-free documents tailored to your needs.
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Collect signatures straight from Salesforce
Reduce approval times by sending your document for signature straight from your CRM. Then keep track of agreement processes through an integrated audit trail.
Enhance your client experiences
Deliver quick, easy, and remote transactions. Ensure consistent branding throughout your documents.
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Beyond documents and signatures
Streamline Salesforce data collection, contract negotiation, and document collaboration via SharePoint and Google Drive with PDF Butler’s product suite, tailored for financial services.
"PDF Butler cut our proposal preparation time by 50%. You can create complex proposals in a second. It’s really a no-brainer."
Leigh Solomon, VP, IGM Technologies
Explore PDF Butler's Features
Design in MS Word
Unleash your creativity with MS Word design capabilities and shift the focus from development to design effortlessly.
Ease of Use
Simplify processes with PDF Butler's intuitive interface, designed to handle even the most complex use cases seamlessly.
Lightning Speed
Experience rapid time-to-market with quick template modifications and lightning-fast document creation for enhanced efficiency.
Multiple language and currencies
Break language barriers and use your customer regional settings to communicate in their own language..
Easy to Manage Templates
Save time with reusable templates, both static and dynamic.
Dynamic Pictures
Integrate static and dynamic images throughout your documents, including headers and footers.
Cloud Integration
Choose between multi-tenant or dedicated cloud options, providing scalable solutions with automatic upgrades for a seamless integration experience.
Robust Security
Rest easy with API-based connections that ensure constant authentication, encryption, and verification, keeping your data secure at all times.
GDPR Compliance
Protect user privacy with our strict no-data- logging policy, while benefiting from environments that adhere to GDPR regulations.
