Anglican Aid, an overseas relief and aid agency of the Anglican Church of Sydney Australia, partners with local churches and organizations worldwide to support meaningful projects. As a registered charity, Anglican Aid needed an efficient way to manage document generation within Salesforce, especially for their annual donor summaries.
Aiden McCorkindale, Salesforce Functional Consultant at Anglican Aid, shared his experience with PDF Butler and how it’s helped their operations.
The Challenge: Simplifying Annual Donation Summaries
Before PDF Butler, Anglican Aid faced challenges with document generation, which often required significant time and effort. “We needed a way to simplify our processes, especially with the high volume of documents we handle,” Aiden mentioned. For a non-profit organization where resources and time are precious, finding a tool that could ease administrative burdens was crucial.
Why PDF Butler?
Aiden explained why PDF Butler was the right choice for Anglican Aid:
- Flexible and User-Friendly: “PDF Butler allowed us to generate a wide range of documents, from PDFs to HTML emails, all within our existing Salesforce workflows. The flexibility made a huge difference,” Aiden said.
- Ease of Integration: The tool’s seamless integration with Salesforce and customizable configurations were key benefits. Aiden noted, “We could tailor the process to fit our needs without extra complexity.
- Cost-Effective Solution: For a non-profit, budget matters. “PDF Butler gave us powerful capabilities at a price point that worked for us. It was an ideal fit,” Aiden shared.
“PDF Butler was recommended to us as a tool that could integrate seamlessly with our existing Salesforce setup and help automate the generation of documents,” he said.
Results: A Smooth, Automated Process
After implementing PDF Butler, Anglican Aid saw immediate improvements in their annual donation summary process. The automation features helped generate and distribute thousands of documents quickly and with fewer errors.
“The biggest win was how it simplified our annual summaries. What used to take hours and involve a lot of manual checking is now a smooth process,” Aiden explained. “The feedback from donors has been great, and we’ve seen a drop in support calls related to these documents.”
Tips for Other Non-Profits
Aiden offered advice for other organizations looking to improve their document generation: “Make use of the PDF Butler Academy and documentation. It’s worth taking the time to understand the tool, even if there’s a learning curve. The resources are very helpful, and they made our transition much easier.”
Conclusion: A Trusted Tool for Anglican Aid
With PDF Butler, Anglican Aid turned a challenging, time-consuming task into an efficient and reliable process. This success has allowed their team to focus more on their mission: supporting communities and making a positive impact.
“PDF Butler has become an essential part of how we operate. It’s reliable, efficient, and it helps us deliver better service to our donors,” Aiden concluded.
