Automating Documents for Retail & Manufacturing
Whether it’s purchase orders, branded forms, invoices or quotes – the PDF Butler product suite enables you to streamline all your document processes without leaving Salesforce.
Driving efficiency with advanced Salesforce document solutions
Simplifying your most complex documents
We streamline the creation and distribution of even your most complex documents, directly from your CRM. Set up your template once and utilize it across multiple use cases. There's no challenge too complex for PDF Butler.
Error-free, every time.
Minimize mistakes and ensure accuracy in every document. Our solution extracts data directly from your Salesforce environment, guaranteeing error-free documents each time.
Expedited approvals with digital signatures
Expedite approval processes by sending documents for signature directly from Salesforce.Then easily track agreement progress with PDF Butler's integrated audit trail.
Streamlined operations for faster results
Cut down on time spent on manual tasks such as proposal creation and purchase order management. Automate your processes with PDF Butler for faster results.
Customized branding for a unique identity
Stand out in the market with customized branding across all your documents. From logos to color schemes, tailor your materials to reflect your brand identity.
"It was just so simple and easy. None of us have computer backgrounds or are that tech-savvy, but we picked it up straight away."
Richard White, Project Manager, Trusty-Cook
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.
