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Introducing Contract Butler: Simplifying Contract Management for Salesforce Users

Contract negotiations can often be a frustrating and time-consuming process, with endless back-and-forth emails, delays, and miscommunications. Navigating various tools and views just to create or edit a contract can lead to confusion and inefficiencies. Contract Butler addresses these challenges by simplifying your entire contract management process directly within Salesforce.    https://www.youtube.com/watch?v=ValqEpuSrmA   The Contract […]

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Driving Growth: How PDF Butler Transformed Techpilot’s Sales Operations

With over 40,000 registered users, Techpilot is Europe’s largest B2B platform for the manufacturing industry. Since 2000, they have been connecting suppliers, buyers and manufacturers and making sure to determine the right price for drawing parts. Techpilot ensures strong online visibility and provides a lucrative sales channel for registered suppliers. Operating in different languages including

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Customer Migration Success Story: Why Trusty Cook Made the Switch to PDF Butler for their Doc-Gen Needs

Trusty-Cook, a manufacturer based in Indiana, has been crafting precision machining accessories since the 1960s. Their expertise spans from catering to local stores to serving large enterprise companies, all centered around expert craftsmanship in industrial tools. In this success story, Richard White, project manager, recounts his transition from an inefficient Salesforce document solution to PDF

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5 PDF Butler Features Every Salesforce Admin Needs to Know

Feeling like you’re drowning in data, struggling with user adoption and facing a labyrinth of security concerns all while managing your Salesforce instance? You’re not alone. Salesforce Administrators are the silent heroes behind a platform that empowers businesses, but they also face a unique set of challenges that can test even the most seasoned professionals. 

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Alidays Optimizes Salesforce Document Management with PDF Butler

Established in 1992, Alidays is a renowned tour operator specializing in tailored travel experiences primarily within the B2B sector. At the forefront of Alidays’ technology initiatives is Francesco Sponzilli, the Chief Technology Officer, who oversees the integration of IT projects with organizational processes. Francesco’s role encompasses coordinating software projects and ensuring seamlessness across Alidays’ technological

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SIGN Butler V2: Group Signing & iDIN Signer Identification for the Netherlands

Introducing Group Signing  Our latest feature, Group Signing, simplifies the process of obtaining signatures when dealing with documents requiring approval from specific teams or roles, such as the Legal, Sales, or Management team. With Group Signing, you can now streamline the signature collection process by assigning a single sign request to an entire group. Here’s

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How Document Generation Can Help Higher Education Organizations to Streamline Processes

QA Higher Education has been partnering with universities since 2011 to offer undergraduate and postgraduate programs. With a dedicated team of over 600 academic staff and a vision to become a university in the future, QA Higher Education focuses on delivering quality education to both domestic and international students. Recently, they implemented PDF Butler, a

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The Ultimate Guide to Document Generation for Financial Services

Navigating the complexities of document management in the financial sector can often feel like an endless maze of paperwork. But what if there was a way to make all those documents happen faster and more accurately? That’s where document generation tools come in. In this guide, we’ll dive into everything you need to know about

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Mobilant, a Non-Profit, Optimizes Document Workflow with PDF Butler

Mobilant is a non-profit organization dedicated to providing professional support to people with disabilities. With a team of about 80 individuals, Mobilant ensures that their clients receive the assistance they need, while also managing their financial operations effectively. Bart Tamlow, Mobilant’s Financial Manager and Technology Lead, shared insights into their journey of integrating PDF Butler

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Anyway Green’s Shift from Manual to Automated Documents with PDF Butler

Headquartered in Milan, Anyway Green is an Italian energy solutions provider and a trusted partner of E-on, one of Europe’s largest operators of energy networks and infrastructure. Their specialization lies in offering tailored energy solutions to meet the unique needs of condominium administrators and private homeowners. With a strong focus on eco-sustainability, Anyway Green collaborates

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