Case Study: Uptime Group streamlines multilingual quote generation with PDF Butler

Uptime Group streamlines quotes for 70 Salesforce users with PDF Butler

Uptime Group, a centralized hub for integration projects and managed services within the Cronos Group network, faced a fragmented and inefficient quoting process. Their sales teams manually created Word documents outside of Salesforce, leading to issues with standardization, version control, and errors. This challenge made scaling their Salesforce implementation across their 25 companies difficult. They turned to the vendor PDF Butler for a solution to automate and streamline their document generation.

PDF Butler provided a solution that automated quote generation directly from Salesforce for Uptime Group's 70 users. The implementation included central template management that supported multiple languages. The results were significant standardization across all subsidiaries, a reduction in errors, and guaranteed compliance with updated legal terms. While exact time savings were not quantified, the sales team was empowered to generate polished, accurate quotes directly within Salesforce. Uptime Group also used PDF Butler's Collaboration Butler to integrate SharePoint access directly into their Salesforce records.

Uptime Group