Case Study: Mobilant streamlines document generation and speeds contract signing with PDF Butler

Mobilant, a Non-Profit, Optimizes Document Workflow with PDF Butler

Mobilant, a non-profit organization, was struggling with an inefficient, in-house document generation system that could not handle its increasing volume of client reports and contracts. Their Financial Manager, Bart Tamlow, sought a better solution to manage this crucial workflow. The company turned to the vendor PDF Butler for its document generation service to address this challenge.

PDF Butler was implemented to integrate directly with Mobilant's Salesforce system, automating the generation of client contracts. The solution provided significant efficiency gains, with contracts being generated in seconds instead of through a slow, manual process. This resulted in a dramatic improvement, with PDF Butler helping to increase the rate of contracts signed within days from a previous timeline of months to 94%, allowing the team to focus more resources on their clients.

Mobilant

Bart Tamlow

Financial Manager and Technology Lead