Case Study: Message Direct achieves branded, automated quotes and lower costs with pdfFiller

How Message Direct enjoys the benefits of pdfFiller’s Salesforce integration

Message Direct was operating a 12+-year-old sales system that required heavy manual data entry, didn’t auto-update records, and couldn’t produce branded, reviewable quotes—challenges made more urgent by business expansion and acquisitions. After evaluating Adobe, PandaDoc and Formstack, Message Direct found pdfFiller and adopted it in early 2021, linking pdfFiller to their Salesforce CRM via Zapier.

pdfFiller delivered premade, branded PDF templates and a Salesforce integration that pre-populates fields, letting the sales team quickly edit or send accurate quotes. The pdfFiller solution cut manual edits, reduced software spending (eliminating some Adobe licenses), improved document appearance and customer trust, and drove higher conversion rates through easier, professional-looking proposals.

Message Direct

David Rolf

Marketing Director