Reporting, Technology

How Salesforce Doc Fillers Can Help Your Business

PDF Butler is the only Salesforce approved document generation tool available in the native platform of the application. That means it’s faster, safer, easier to utilize and much more seamlessly integrate into the operating system on which your team depend every single day. This new generation PDF generation tool comes with a lot of exciting features that will not only increase productivity, but also make your life easier. To give you an idea of what you can expect from this great tool, take a look at the following few examples.

Salesforce document generation tool PDF Butler

One of the most useful features of PDF Butler is its template tool. This is something you won’t find in any other salesforce document generation app. It is especially useful when you want to generate a uniform standard template for all of your documents. By default, it uses a custom preview pane that makes the entire process very easy to follow. You can always change the template to suit your exact requirements by simply modifying the values within the text area.

PDF/XLS files are usually too large to fit into a Word document. In fact, PDFs are so complex that they usually require a program to convert them. But there’s a simple solution to this: Use a third-party utility like FileZilla or Seven Seas to convert PDFs to Word. Not only is this faster than using the built-in feature in the program, but it also allows you to utilize all of the advanced tools in Word that are only available in the program. You can even merge PDFs with forms and create PDFs with complex data fields, as PDFs are really suited for this purpose.

Another feature of PDF Butler is its built-in template creation tool. With just a few clicks, you can instantly generate as many PDFs as you need, automatically. You can use a different template for each company type (professional, sales, service, etc. ), and customize the generation process to produce exactly what you need.

Salesforce document generation tool PDF Butler

Automated generation of PDF documents saves you time and money. And because all PDF documents are already password protected, it gives your company complete control over the distribution of sensitive information. You can send your team PDF documents on secure remote servers and have them available for use any time. You can also have your employees download the PDF files onto their laptops so that they can access them from any location. And finally, with an entire database of customer and employee records, you can provide your customers with the most up-to-date and accurate information at the right time.

Salesforce document generation tool PDF Butler offers a lot more than simple document delivery. With a single powerful software package, you can build an entire content library, manage and maintain it, and distribute it at the right time. You can easily generate your entire customer database, including payroll, tax information, and contact information. You can even automatically add your company logo, banners, text, and graphics. You can build and maintain your own PDF catalogs of brochures and catalogs that are password-protected and downloadable to each employee on company-issued laptops. The possibilities are endless.