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Introducing Contract Butler: Simplifying Contract Management for Salesforce Users

Contract negotiations can often be a frustrating and time-consuming process, with endless back-and-forth emails, delays, and miscommunications. Navigating various tools and views just to create or edit a contract can lead to confusion and inefficiencies. Contract Butler addresses these challenges by simplifying your entire contract management process directly within Salesforce.    https://www.youtube.com/watch?v=ValqEpuSrmA   The Contract […]

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5 PDF Butler Features Every Salesforce Admin Needs to Know

Feeling like you’re drowning in data, struggling with user adoption and facing a labyrinth of security concerns all while managing your Salesforce instance? You’re not alone. Salesforce Administrators are the silent heroes behind a platform that empowers businesses, but they also face a unique set of challenges that can test even the most seasoned professionals. 

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SIGN Butler V2: Group Signing & iDIN Signer Identification for the Netherlands

Introducing Group Signing  Our latest feature, Group Signing, simplifies the process of obtaining signatures when dealing with documents requiring approval from specific teams or roles, such as the Legal, Sales, or Management team. With Group Signing, you can now streamline the signature collection process by assigning a single sign request to an entire group. Here’s

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The Ultimate Guide to Document Generation for Financial Services

Navigating the complexities of document management in the financial sector can often feel like an endless maze of paperwork. But what if there was a way to make all those documents happen faster and more accurately? That’s where document generation tools come in. In this guide, we’ll dive into everything you need to know about

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Move Deals To Closed-Won With Salesforce Document Generation

Creating sales proposals can be a time-consuming task for businesses. Swiftly and accurately generating sales proposals can significantly impact deal outcomes.  At PDF Butler, we understand the challenges that sales teams face when it comes to creating and customizing Salesforce documents for potential clients. That’s why we’ve developed a comprehensive solution to streamline the document

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FORM Butler Enhancements, PDF Butler Dynamic Selector & Text Formatting

We’re thrilled to share some exciting updates that will simplify your document generation experience! Here’s what’s new: 1. Form Butler Enhancements: Now, in the multi-line input field, you have the flexibility to set a minimum or maximum length. This means you can add validations to your form fields for improved data accuracy and completeness. 2.

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PDF Butler Partner Spotlight

PDF Butler Partner Spotlight: Soaritude

At PDF Butler, we’re constantly seeking innovative ways to enhance the Salesforce experience for our clients. That’s why we’re thrilled to announce our partnership with Soaritude, a Salesforce consulting and implementation partner in the US. Together, we’re excited to introduce Soaritude’s latest offering: the Salesforce Experience Cloud Platform Accelerator. Partnering for Success PDF Butler’s commitment

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Understanding FDA Part 11: Electronic Signatures — How SIGN Butler Ensures Compliance

The Food and Drug Administration (FDA) has established guidelines for electronic records and electronic signatures in the Code of Federal Regulations Title 21: Food and Drugs PART 11 – Electronic Records; Electronic Signatures (21 CFR Part 11). The regulation aims to facilitate extensive utilization of technology while upholding the integrity and security of electronic records

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PDF Butler: Track Changes in DocConfig and Special Characters

We’re excited to announce two new enhancements to PDF Butler that will streamline your document generation processes and improve your overall experience. Let’s dive into the details: 1. Enhanced Document Tracking with “Track Changes” Option Now admins have the ability to track changes in the Doc Config, specifically for DOCX generation. This feature empowers you

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Your Guide to Witness Signing with SIGN Butler 

What is Witness Signing? Witness signing is commonly used for legal documents like wills, power of attorneys, deeds, and some contracts involving money and property ,as well as in the non-profits and government sector. This process involves a witness observing the signing and adding their signature to ensure authenticity. Unlike traditional methods, witness signing with

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