COLLABORATION Butler revolutionizes your document workflow, liberates your team from file management complexities, and supercharges collaboration without leaving Salesforce.
Gain a comprehensive 360° view of your customers with seamless document integration.
Unite the power of the #1 CRM with premier collaborative document management platforms.
Seamlessly connect your Salesforce records to sites, document libraries & folders
Generate, collaborate, and store documents in SharePoint or Google Drive through integrating PDF Butler and Collaboration Butler.
Convenient accessibility allows you to access your documents anytime, anywhere, providing greater flexibility.
Unleash your creativity with MS Word design capabilities and shift the focus from development to design effortlessly.
Reinforce your brand identity with Salesforce Lightning Email Templates and custom branded signing pages
Break language barriers and use your customer regional settings to communicate in their own language..
Save time with reusable templates, both static and dynamic.
Integrate static and dynamic images throughout your documents, including headers and footers.
Choose between multi-tenant or dedicated cloud options, providing scalable solutions with automatic upgrades for a seamless integration experience.
Rest easy with API-based connections that ensure constant authentication, encryption, and verification, keeping your data secure at all times.
Protect user privacy with our strict no-data- logging policy, while benefiting from environments that adhere to GDPR regulations.
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