PDF Butler let's you generate branded, personalized 'Salesforce CPQ' documents that WOW your customer and increase your win rate.
Nowadays document templates are continuously subject to change. Things like content changes, typos, layout changes, the need for additional fields. In short, you want to be in control of these changes. For that, you need a no-code intuitive tool.
PDF Butler lets you focus on what really matters like branding, personalization, structure and content. It even let's you automate zero-click processes with process builder based on trigger events.
Be successful at what you do as a Salesforce Admin, use PDF Butler. Try it for yourself or request a demo.
PDF Butler is great for Salesforce Admins, as it can be easily set up and managed with clicks, not code. Here are some of the features and characteristics
Very fast
Generate documents in seconds instead of minutes.
Picture rich
Easily embed pictures and videos in your CPQ documents.
Multilangual
Speak to your customers in their native language & match their regional settings.
Upsell / Cross sell
Auto include upsell & cross-sell promotional offers.
Preview function
Quickly check what your document will look like before you proceed.
Automated generation
Set up automated document flows created with process builder
MS Word Features
Supports the rich feature set of MS Word
File formats
Many different file formats possible like PDF, Word, Excel, Email, HTML
SUPPORT
According to our customers, the quality level of our technical support is outstanding
“Users are satisfied with the excellent performance, as pdf’s are now generated in 1-3 seconds maximum instead of 10-30 seconds. The tool is easy to use and creating new templates is easy to do."
IT Director at FCR Media Belgium
"From an end-user perspective, many benefits:very fast (like nothing comparable to another big player I won't name); no need to go through many screens; easily integrated with Salesforce (Lightning component, or even visual flow), etc"
Salesforce Certified Expert at Sodexo
“It's worth noting that even the more complex documents & contracts can be generated with PDF Butler. Combine this with the highly responsive customer support at PDF butler and you get a working solution..."
Freelance CRM Consultant
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See what value we add
Leave your personal information and we'll contact you
to discuss your problem and show you how we solve it.
We will never share or sell your information.