PDF Butler
36 Case Studies
A PDF Butler Case Study
Uptime Group, a centralized IT services hub part of the Cronos Group, faced a fragmented and inefficient quoting process. Their sales teams manually created Word documents outside of Salesforce, which was slow, prone to errors, and made standardization and scaling difficult. To solve this challenge, they turned to the document generation solution PDF Butler.
By implementing PDF Butler, Uptime Group automated quote generation for approximately 70 users. The solution provided by PDF Butler enabled centralized management of multilingual templates, standardized documents across all subsidiaries, and ensured accurate legal terms. This integration saved quotes directly to SharePoint and empowered the sales team to generate polished, compliant quotes directly from Salesforce.
Martin Lemmens
Salesforce Architect