Case Study: Protinus IT streamlines quotation management with PDF Butler

Protinus IT Simplifies Quotation Management with PDF Butler

Protinus IT, a managed sourcing specialist, faced a significant challenge with its fragmented and inconsistent Salesforce quotation process. With over ten outdated template versions in use, the lack of a single source of truth led to brand inconsistency and manual inefficiencies. To solve this, they turned to the PDF Butler solution.

PDF Butler implemented a dynamic, standardized quotation template managed from a single place within Salesforce. This automated solution eliminated manual template selection, saving sales colleagues time and avoiding errors. The implementation also included multi-currency and multi-language support. Protinus IT credits PDF Butler's flexible tool and responsive support for these major efficiency gains.

Protinus IT

Maria Kurbatova

Salesforce Platform Manager