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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

You can design any number of highly customized and branded PDF templates. Use pagebreaks, custom styling, merge fields to pull data form salesforce object, tables for related items, group items into different tables, etc. Admins have the option to preview design before it affects operations. PDFs can be viewed, saved, downloaded, and emailed to multiple recipients. Automate PDF generation and emailing according to business scenarios. Filter templates based upon business requirements for end-users. Dynamically add content based upon business requirements.

Description

Customers anticipate a customized experience that is specifically tailored to their unique needs and ideally presented in their preferred language during every interaction with your business. By utilizing PDF Butler as your Salesforce document generation solution, you can ensure a swift and sustainable launch. Incorporating language preferences is a straightforward process that requires only minimal adjustments. As the complexities of document generation in Salesforce, as well as platforms like CPQ, billing, sales cloud, and field service lightning, continue to grow, it’s crucial to streamline the process. By reducing lengthy generation times and simplifying the maintenance of templates, you can enhance personalization without compromising user experience. Begin with basic templates that utilize both standard and custom objects, and progressively enhance them with features such as logos, dynamic images, translation of picklists through the translation workbench, and data sourced from external objects, including QR codes or barcodes; your needs will shape our roadmap. Our Salesforce document generation tool is designed to deliver speed, long-lasting and scalable performance, along with outstanding support, ensuring that your document generation processes keep pace with evolving demands. Ultimately, this approach empowers you to maintain a competitive edge while meeting customer expectations consistently.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Salesforce Sales Cloud
Docusign
Microsoft Excel
Microsoft Word
flair

Integrations

Salesforce Sales Cloud
Docusign
Microsoft Excel
Microsoft Word
flair

Pricing Details

$144 per year
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

GoCloudz Technologies Inc

Founded

2008

Country

US

Website

www.gocloudz.com/apps/pdf-generator/

Vendor Details

Company Name

PDF Butler

Country

Belgium

Website

www.pdfbutler.com

Product Features

Product Features

Document Generation

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

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