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Salesforce Document Management for Healthcare Providers

In the healthcare industry’s shift from paper to digital for patient records, invoicing, and insurance claims, PDF Butler provides a reliable and efficient way for healthcare organizations to automate document generation within Salesforce. Our solutions are designed to save time, reduce errors, and ensure compliance.  Why Healthcare Providers Need Automated Document Generation?  In healthcare, accuracy […]

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Inside the Salesforce Ecosystem: Episode 1 – Ewen Clark, Solution Architect at mywage

Welcome to the first episode of Inside the Salesforce Ecosystem, where we talk to leading experts and Trailblazers shaping the future of Salesforce. In this series, we uncover personal journeys, insights, and advice straight from the professionals who know it best. In this episode, we talk to Ewen Clark, VP Solution Architect at mywage and

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Building Success in the Salesforce Ecosystem with Vanessa Grant

Vanessa Grant is a 12x Certified Salesforce Business Analyst, freelance Salesforce Consultant, and co-host of the Salesforce Career Show podcast. She’s also a speaker at major Salesforce events like Dreamforce, London’s Calling, and Tahoe Dreamin’. Vanessa has built her career around solving business challenges with technical solutions and process improvements. Her mission? To improve outcomes

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5 Reasons Why You Should Choose SIGN Butler for Salesforce Electronic Signatures

Electronic signatures (e-signatures) have changed the way businesses handle documents in Salesforce, making it possible to sign contracts instantly from anywhere, using any device. Integrated directly into Salesforce, SIGN Butler is designed to make your signing process faster, easier, and more secure.  Here are five reasons why SIGN Butler is the best choice for your

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Understanding Different Types of Electronic Signatures

Asking your customers to print, sign, scan, and send back documents is time-consuming and inefficient, especially when multiple signers are involved. This outdated process leads to unnecessary delays and often results in documents with compromised readability due to multiple print and scan cycles.  Why Electronic Signatures Matter  Switching to electronic signatures eliminates these issues by

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Championing Women in Tech and Driving Salesforce Innovation with Anna Shaffer

Anna Shaffer is a 10x Certified Salesforce Product Manager at B Atomic, an insurance tech company where she helps shape the future of insurance technology. Beyond her professional role, she is also a co-leader of a Women in Tech Salesforce Community Group, making her a key figure in advocating for women in tech and building

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How PDF Butler Simplifies Salesforce Document Generation for Real Estate Transactions

Real estate professionals handle a variety of documents daily—from agreements and property listings to customized invoices and credit notes. Ensuring that these documents are precise, personalized, and delivered quickly is crucial for providing great client service. That’s where PDF Butler comes in, offering a straightforward way to automate Salesforce document generation for real estate teams. 

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How to Send Registered Letters Easily with PDF Butler

Registered Letters are a secure document delivery method that allows users to generate PDFs and send them electronically or physically with PDF Butler. The key advantage is the ability to confirm the document’s reception and verify the recipient’s identity, complete with reception validation and detailed tracking of the delivery status. This means businesses can ensure

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Effortless Document Signing with SIGN Butler, Inside or Outside Salesforce

SIGN Butler empowers you to handle your document signing needs effortlessly, with or without a Salesforce license. Here’s how it works and why it’s the perfect solution for your business. How does SIGN Butler work? In just 3 simple steps, you can manage and send documents for signature: 1. Create Sign Request Provide all necessary

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Life of a Salesforce Consultant: Insights from Andre Van Kampen

In Salesforce consulting, no two days are the same. To better understand what it’s like to navigate this dynamic field, we had the pleasure of speaking with Andre Van Kampen—a Salesforce MVP, freelance consultant, and organizer of several key events in the Salesforce ecosystem, including YeurDreamin’, Amsterdam Salesforce User Group, and the ISV Forum. From

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