Case Study: Invest Appalachia reduces document creation time from minutes to seconds with PDF Butler

Invest Appalachia cuts document creation from 20 minutes to seconds with PDF Butler

Invest Appalachia, a collaborative impact investment platform for Central Appalachia, faced challenges with its manual document creation process. Using Google Docs and spreadsheets led to errors and delays in generating critical funding documents, creating administrative bottlenecks. Seeking to streamline operations, they implemented PDF Butler, a document automation tool found on Salesforce AppExchange.

By using PDF Butler to generate documents directly from their Salesforce data, Invest Appalachia eliminated manual data transfer and reduced errors. The solution cut document creation time from 10-20 minutes per document down to mere seconds. This efficiency gain accelerated their overall intake-to-closing process by an estimated 10-20 days, allowing them to deploy capital to community-driven projects much faster. The vendor, PDF Butler, provided a user-friendly platform and highly responsive support, enabling the small team to focus more on their mission.

Invest Appalachia