Treating document automation as an afterthought leads to tech debt, broken flows, and inefficiencies. Learn why well-architected orgs treat it as core infrastructure from the start.
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PDF Butler
Trailblazer Forest
Overview
PDF Butler is the end-to-end document automation platform for Salesforce. Generate, negotiate, send, and sign documents with speed and flexibility, all personalized to fit your unique business needs.
, 2 - PDF Butler (Moscone West,
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The session focused on the transformative potential of document automation and digital signatures within the Salesforce ecosystem, showcasing innovations that significantly enhance efficiency and user experience. Using Salesforce-native solutions, the platform automates the full document lifecycle, from data collection and proposal generation to contract management and digital signing, with a reported 46% time savings during proposal creation and a 98% customer retention rate. Demonstrations highlighted real-time document generation in under one second, seamless integration across Salesforce Clouds such as Sales Cloud and Experience Cloud, and the ability to dynamically incorporate external data, creating polished, professional documents that drive customer trust and decision-making. By leveraging automation, companies can not only streamline processes but also improve ROI, productivity, and customer satisfaction while future-proofing their architecture with features like AI-readiness and robust support systems.
<html><head></head><body><p>• Document automation and digital signatures integrated within Salesforce save 46% of time during proposal creation, enhancing the productivity of sales teams and allowing them to focus on high-value tasks.</p><p>• The platform supports dynamic and real-time document generation, including sophisticated templates and external data integration, which increases the quality and professionalism of proposals and contracts.</p><p>• Being Salesforce-native ensures seamless integration with data and processes across multiple Salesforce Clouds, enabling automation, improved ROI, and readiness for future advancements like AI.</p></body></html>
https://docs.google.com/forms/d/1RxLLEWKfFX0b9bpAoLIiCAcWhF_8t_8UZ8HDIdBLXMU/viewform?usp=pp_url&entry.996201328=1748987356490001hGTK
Identify common pitfalls and inefficiencies caused by treating document automation as an afterthought.
Understand the critical role document automation plays in scalable and efficient Salesforce architectures.
Learn actionable strategies to integrate document automation as core infrastructure in your organization from day one.
<a href="https://docs.google.com/forms/d/1RxLLEWKfFX0b9bpAoLIiCAcWhF_8t_8UZ8HDIdBLXMU/viewform?usp=pp_url&entry.996201328=1748987356490001hGTK">Report a Concern</a>
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Metreon AMC
Thursday, Oct 16
9:00 a.m. Thursday, Oct 16
, CEO, PDF Butler
, Sales & Operations Director, PDF Butler
- Thursday, Oct 169:00 AM - 9:45 AM PDT
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