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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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How Non-Profits Can Automate Their Salesforce Document Processes

Non-profit organizations are tirelessly striving for positive change, but the burden of paperwork can be a painful roadblock. From managing donation receipts to processing online applications and sending thank-you letters, these tasks consume valuable time and resources that could be better utilized for advancing the organization’s mission. PDF Butler acknowledges the distinct needs of non-profits

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Optimize Sales Efficiency with Document Generation & E-Signature: A Guide for Salesforce Administrators

Sales teams demand agility and precision at every turn. Essential documents like proposals, contracts, and invoices drive each sales cycle, but tailoring them for every opportunity can be a tedious task. Sales teams often grapple with error-prone documents and limited customization options. It’s a familiar scenario, but there’s a better way forward. This is where

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