Carisma Immobilien, based in Austria, focuses on planning and developing properties, providing comprehensive advice, legal review, and processing.
Recently, they decided to streamline their document generation processes, and Jakob Schneller, IT administrator at Carisma, shared insights into how adopting PDF Butler has transformed their operations.
Challenges Faced
Before implementing PDF Butler, Carisma’s document generation process was fully manual. “We had templates, but you always had to fill in all the data by hand,” Jakob explained. “There wasn’t any possibility to pull contact information from the database and automatically populate it, like PDF Butler does.” This manual method caused delays and increased the chances of errors.
The lack of automation meant that even simple tasks became slow and difficult, especially when generating important business documents.
Discovering and Implementing PDF Butler
Carisma’s owner, deeply invested in digitalization, conducted web research to find the best tools for the company. “He’s really big into digitalization and getting the best products,” Jakob explained. “So, he found PDF Butler on his own. When we started implementing Salesforce about a year and a half ago, we integrated PDF Butler from the beginning. We didn’t use any other document generation product before.”
Jakob led the implementation process at Carisma, setting up templates, data sources, and workflows. “Before PDF Butler, every document had to be filled manually, which took a lot of time. Now, creating contracts, receipts, and customer letters is just a matter of seconds,” Jakob explained.
The company now also uses SIGN Butler to streamline their signing process. “Instead of printing, signing, and scanning, it’s now just one click,” Jakob mentioned.
Key Benefits
Carisma uses PDF Butler for several tasks, including generating contracts, customer communications, and even project receipts. The speed of document creation and the ability to track the signing process have been game-changers.
When asked about the key benefits of using PDF Butler, Jakob highlighted speed as a major advantage, allowingCarisma to generate documents quickly and efficiently. He explained that the tool significantly streamlines their document generation process, making operations much smoother.
Jakob also emphasized the importance of PDF Butler’s support: “The support team has been incredibly helpful, providing fast responses and making implementation smooth.”
Conclusion
For Carisma, PDF Butler has proven to be a valuable investment. As a smaller company, PDF Butler helped Carisma by minimizing costs while adding on efficiency within the team. As Jakob put it, “Whether you’re a small company like us or a larger organization, PDF Butler is worth it for the efficiency and support alone.”
