How Bredon West Uses PDF Butler to Deliver Professional Documents and Automate Complex Salesforce Processes

Bredon West is a boutique Salesforce consultancy that helps organizations design and deliver scalable Salesforce solutions. As a small, developer-led team, they work closely with customers on complex implementations, where consistency, automation, and professional documentation play a critical role in project delivery. 

Finding the Right Document Generation Solution for Salesforce 

Like many Salesforce consultancies, Bredon West had been thinking about document generation for years. They had previously used and tried several well-known Salesforce document generation tools. While many came close, none fully met their requirements. 

As Andrew Mitchell, Consultant at Bredon West, explains: 

“After more than 10 years of evaluating and implementing Salesforce document generation solutions…PDF Butler was the first product we chose to adopt internally.” 

The core challenge was finding a solution that: 

• Native to Salesforce 
• Produced high-quality, on-brand documents 
• Could support both simple and highly complex use cases 
• Offered clear, transparent pricing, especially for bulk and automated document generation 

Why PDF Butler 

Bredon West found PDF Butler on the Salesforce AppExchange and quickly narrowed their shortlist to two solutions. What set PDF Butler apart was not just functionality, but the overall experience of working with the team. 

“It was much less salesy than a lot of conversations we have with vendors. It was much more focused on delivering the outcomes we were looking for rather than trying to sell us licenses.” Andrew shared. 

As a technically experienced team with advanced use cases, Bredon West valued the depth of engagement from the outset. 

“We’re developers, so very quickly we were getting into really complicated use cases that we needed, and PDF Butler just engaged with us and responded to us straight away, in as much detail as we wanted to go into.” 

Branded & Professional Quotes from Salesforce 

Standard Salesforce quotes did not reflect Bredon West’s brand or the quality of the documents they produced outside the platform. 

Using PDF Butler, they now generate polished, visually consistent quotes directly from Salesforce. 

“We wanted the brand identity from documents that we produce in Salesforce to be consistent with documents we produce outside Salesforce, and PDF Butler worked really well for that.” 

Each quote goes beyond pricing alone, functioning as a concise, branded brochure that presents both the commercial proposal and information about Bredon West. 

Automating User Acceptance Testing with Documents, Forms, and Signatures 

Beyond standard document generation, Bredon West implemented a far more advanced use case using multiple PDF Butler products together. 

During Salesforce project delivery, user acceptance testing (UAT) is often a manual and time-consuming process. Bredon West designed an automated UAT workflow where acceptance test documents are generated directly from Salesforce user stories and acceptance criteria. 

The process works as follows: 

• Acceptance test documents are generated and sent automatically 
• Customers complete each test at their own pace 
• Using Dynamic Forms (FORM Butler), users record pass or fail results and add comments directly in the document 
• Signed UAT documents are captured using Digital Signature (SIGN Butler) 
• All test results and feedback are written back into Salesforce 
• Once a test is completed and signed, the next document is automatically triggered using Salesforce Flow and PDF Butler 

What was previously a labor-intensive, manual process is now structured, automated, and fully tracked within Salesforce. From the customer’s perspective, the experience feels seamless, consistent, and highly professional. 

Support That Matches the Product 

Throughout implementation and ongoing use, Bredon West worked closely with the PDF Butler support team. Importantly, the level of support remained consistent after purchase. 

“The level of service we got from the support team after sales was exactly the same as the level of support we got from pre-sales. That’s very rarely the case.” 

For Bredon West, this responsiveness and reliability stood out. 

“It doesn’t seem like a broken product, and the team is super responsive and really helpful.” Andrew added. 

The Result 

While still early in their journey with PDF Butler, Bredon West has already embedded document automation into both customer-facing and internal processes. They now produce high-quality, branded documents directly from Salesforce and support complex, automated workflows that reduce manual effort and improve consistency. 

For a consultancy delivering sophisticated Salesforce projects, PDF Butler has become a reliable foundation for document generation, forms, signatures, and automation, all working together within Salesforce.