Salesforce users rely on document generation for contracts, invoices, and reports. However, solutions on the market come with limitations that can slow down processes, increase costs, and create inefficiencies.
Let’s take a look at the most common challenges in Salesforce document generation and how PDF Butler solves them.
1. High Costs and Hidden Fees
The Challenge:
Many document generation tools require a high minimum spend, charge per user, or include additional fees for automation, bulk sending, or integrations. Some even increase costs annually, making it difficult to scale affordably.
The Solution:
PDF Butler offers fixed pricing with no minimum user requirement, ensuring transparent costs for unlimited document generation. Starts at $14/user/month with native Salesforce integration.
2. Slow Document Generation
The Challenge:
Some solutions take up to 5 minutes to generate complex documents. This slows down workflows and impacts efficiency, especially when handling large volumes of contracts, proposals, or invoices. Additionally, slow document generation can cause companies to hit Salesforce limits, particularly when processing high volumes of documents or handling image-heavy files.
The Solution:
With PDF Butler, documents are generated in under one second, ensuring seamless operations without delays. Whether you’re handling simple or complex files, speed is never a concern. Plus, by optimizing processing efficiency, PDF Butler helps businesses avoid Salesforce limitations related to document generation and image handling.
3. Difficult Template Configuration and Limited Customization
The Challenge:
Many document generation tools require more complex processes because it involves using configurations, criteria, and formulas within the templates. Custom fonts, live edits, and advanced formatting options may not be supported, leading to frustration when creating branded documents.
The Solution:
PDF Butler simplifies configuration by keeping all settings outside of the template, enabling easy modifications for all users. This approach allows a single configuration to be reused across multiple templates.
With support for custom fonts, and dynamic, multi-language templates, it ensures every document aligns with your brand.
4. Limited Data Retrieval and Automation
The Challenge:
Many solutions can only extract data up to two or three related objects, limiting the depth of information available in generated documents. Additionally, automation via Flow or API often incurs extra costs.
The Solution:
PDF Butler supports deep data selection, allowing users to retrieve multiple levels of related objects without restrictions. Plus, automation via Flow and API is included at no extra cost, making complex workflows more efficient.
5. Lack of a Truly Salesforce-Native Experience
The Challenge:
Some tools require external integrations, leading to potential security risks, data storage concerns, and a less seamless user experience. Others store documents on third-party servers, posing compliance challenges.
The Solution:
PDF Butler is 100% Salesforce-native, meaning all documents are generated, managed, and stored within Salesforce—no external servers, no unnecessary integrations, and complete GDPR compliance.
6. Poor Customer Support and Slow Response Times
The Challenge:
Many providers charge extra for support, with response times stretching from days to weeks. This can cause serious disruptions if an issue arises.
The Solution:
PDF Butler offers free and responsive support, ensuring that businesses get the help they need—when they need it—without additional costs or long wait times.
7. Lack of Additional Features Beyond Document Generation
The Challenge:
Some tools focus solely on document generation and lack collaboration tools, contract management, e-signatures, and forms, forcing businesses to rely on multiple vendors.
The Solution:
PDF Butler goes beyond basic document generation with a full suite of automation tools, including:
- SIGN Butler for built-in e-signatures.
- FORM Butler for advanced form creation. These functionalities can be extended to websites and communities via Web Forms.
- COLLABORATION Butler for seamless document sharing and storage.
- CONTRACT Butler for editing and sending contracts without leaving your CRM.
This all-in-one approach eliminates the need for multiple platforms, making processes more efficient.
Conclusion
Choosing the right document generation tool is critical for efficiency, scalability, and compliance within Salesforce. While many solutions come with limitations, PDF Butler eliminates these challenges with fast, affordable, and customizable document automation—all within Salesforce.
Ready to upgrade your document generation experience?
