Ironfish is a property investment company with a mission to help families achieve financial well-being through property investment. Founded in 2006 with a single office and 12 staff members, Ironfish has grown into a national company with over 200 employees. Their services now extend beyond investment strategy to property management and development, helping thousands of investors achieve their property goals.
With a strong customer-centric approach, Ironfish partners with clients for the long term, guiding them through their property investment journey. As part of this process, they manage multiple financial transactions, requiring seamless document generation within Salesforce. PDF Butler is helping by enabling Ironfish to generate invoices and other documents in a professional and efficient manner.
Why did Ironfish move to PDF Butler?
Before PDF Butler, Ironfish was using another document generation tool, that is widely known in the market, but a major upcoming change in the tool threatened to disrupt their processes.
“We moved because PDF Butler is a lot easier to administer,” says Rita Sharma, Group Technology Product Manager at Ironfish. “The tool we were using had some big changes coming, and nobody in their support team could tell us how to manage it. We were under a time crunch to find an alternative. Otherwise, our document generation would have effectively stopped working.”
Finding the Right Solution
Like many Salesforce professionals, Rita turned to the AppExchange to find a suitable replacement.
“I saw PDF Butler and loved that the product suite is quite large,” she explains. “We had the opportunity to do a lot more than just document generation. The sales process was easy and smooth, which was a big factor in our decision.”
Rita trailed the product and was impressed with the hands-on support from the PDF Butler team. “I worked with one of your teammates in Belgium, and she was in touch, guiding me the whole way through. I also got support from Igor and others on the team while prototyping the tool. It was very simple to test and sell internally because of its presentation and capabilities.”
The Advantages of PDF Butler in Daily Operations
Ironfish has seen multiple benefits since switching to PDF Butler, impacting efficiency, reliability, and scalability.
1. Time Savings and Ease of Use
Managing and scaling document generation within Salesforce has become significantly easier.
“From a Salesforce team perspective, the ROI has been huge,” Rita shares. “It takes us less time to manage, troubleshoot, and scale. If we need a new document, even with complex relationships pulling data from multiple objects, it’s super easy to build.”
2. Reliable and Maintenance-Free
Ironfish prioritizes reliability in their business operations, and PDF Butler has delivered exactly that.
“We’ve had no outages, no issues. It’s an incredibly reliable product,” Rita emphasizes. “That’s probably the most important factor—knowing we can generate documents whenever they’re needed.”
3. Reduced Support Requests
One unexpected but valuable outcome has been a reduction in support tickets.
“It’s been very simple for us to train business SMEs to use PDF Butler,” Rita explains. “If they want to tweak a template or add a field, they don’t have to come to us—they can do it themselves. That means fewer support requests, faster turnaround times, and a more empowered team.”
The only time the Salesforce team needs to step in is when a completely new document is required.
Final Thoughts
For Ironfish, PDF Butler has been a very beneficial tool that it has greatly reduced their support times. As Rita puts into words: “It’s reliable, and it’s also something which our team members can administer, and they’ve enjoyed learning new tools and skills.”
Want to see how PDF Butler can transform your document generation process?
