Document automation is supposed to make your life easier. But for many Salesforce teams, outdated or overly complex solutions are doing the opposite. If your current setup is slowing you down, you’re not alone… It might be time to explore a better way.
At PDF Butler, we’ve helped companies like CLAAS, Aggreko, GE Healthcare, and Amnesty International to leave behind inefficient tools for a faster, more flexible document experience.
Here are 5 signs it might be time for you to do the same.
🚩 Your documents take forever to generate
Time is money, and waiting minutes for a doc to generate is costing both.
Some of our customers told us their teams literally used the delay to grab coffee.
Why it’s a problem:
Slow generation doesn’t just frustrate users, it also bottlenecks your entire process, from approvals to sending documents out to customers.
What PDF Butler does instead:
We generate compliant, on-brand documents in seconds, directly inside Salesforce. No external systems, no delays. Just fast, clean results every time.
🚩 Customization feels like a battle
If you need a developer to update a single quote template, something’s off.
Hard-coded logic buried in Word files? Confusing formulas for multiple markets? Yeah, we’ve seen it.
Why it’s a problem:
Hardcoded logic slows you down, creates risk, and adds friction between sales, ops, and development.
What PDF Butler does instead:
- Logic lives in Salesforce, not your templates.
- Templates are modular, so you can adapt them easily.
- Business users can manage and update templates without touching code.
🚩Your vendor support is… not really supportive
Support shouldn’t feel like a gamble.
We’ve spoken with teams who waited weeks to get a response — or had to pay extra just to get basic help.
Why it’s a problem:
When support is slow or unavailable, your teams are left stuck. That means stalled deals, frustrated users, and internal workarounds that waste even more time.
What PDF Butler does instead:
Our support is responsive, collaborative, and included. You get:
- Fast answers from real people
- Clear documentation
A team that listens and builds based on customer feedback.
🚩 Every template requires a new configuration
You shouldn’t have to start from scratch every time you launch a new doc.
A common pain point: teams trying to force 20+ variations into a single template to support multiple regions or use cases. The result? Confusing logic, performance issues, and templates no one wants to touch.
Why it’s a problem:
Too many conditions = too much complexity = slow, error-prone documents.
What PDF Butler does instead:
Create flexible, localized templates that scale easily.
Use repeatable building blocks and logic that adapts to each use case — without starting from zero every time.
🚩 You’re getting hit with surprise fees
Annual price hikes. Surprise fees. Features that used to be included suddenly behind a new paywall.
Sound familiar?
Why it’s a problem:
Unpredictable pricing can blow up your budget and make long-term planning difficult.
What PDF Butler does instead:
We believe in simple, transparent pricing. No hidden fees. No surprises. Just the features you need, upfront.
These are common challenges we hear from teams across industries. And while they may sound frustrating, the good news is they’re solvable. In fact, many of our customers have already made the switch and seen real improvements as a result.
Customer Story: Qube Switches to PDF Butler for Quote Generation
The challenge:
Qube was using a well-known document automation tool to generate Salesforce quotes — but their team was frustrated with slow performance, poor support, and heavy reliance on developer resources.
Their quote templates were bloated, hard to update, and nearly impossible to localize efficiently.
The switch:
After evaluating options, Qube chose PDF Butler for its speed, flexibility, and ability to empower business users without depending on developers.
Read the full story to find out the results.
Qube Switches to PDF Butler for Quote Generation
Qube is Australia’s largest provider of integrated logistics services, operating across more than 200 locations in Australia, New Zealand, and Southeast Asia. Wherever they operate,
Ready to Make the Switch?
If your document automation solution is creating more problems than it’s solving—you’re not alone. The good news? You don’t have to stay stuck with it.
Whether you’re dealing with slow performance, outdated templates, or unresponsive support, PDF Butler is here to help you move faster, reduce complexity, and deliver better documents.
