Case Study: Ytria achieves consistent, professional PDF invoices with SWING PDF Converter for Notes

Ytria finds a highly adaptable PDF rendering solution for complex and dynamic forms in their CRM system

Ytria, a Montréal-based provider of IBM Notes and Domino software tools, needed a reliable way to generate consistent PDF invoices from its CRM system, which ran entirely on IBM Notes and Domino on a secured Linux server. Its existing workaround relied on manual processing and HTML-based output, making invoice PDFs inconsistent and inefficient. SWING Software’s SWING PDF Converter for Notes was selected to meet the company’s need for legally reliable, highly formatted PDFs.

With help from SWING Software’s technical team and documentation, Ytria deployed SWING PDF Converter on its server and began generating invoices directly from the CRM system for users worldwide. The solution produced the same professional formatting across web forms, Notes clients, XPages, and mobile devices, while eliminating a manual workaround that had taken up to an hour per PDF. SWING Software helped Ytria deliver consistent on-demand PDFs to more than 8,000 users and significantly improved workflow efficiency.

Ytria

Eric Houvenaghel

Founder and CEO