Qube is Australia’s largest provider of integrated logistics services, operating across more than 200 locations in Australia, New Zealand, and Southeast Asia. Wherever they operate, they play a key role in keeping communities strong and industries running through their supply chain infrastructure.
We spoke with Sam Larielle-Jones, Business Analyst at Qube Holdings and product owner, who collaborates closely with a third-party Salesforce partner for their Salesforce support needs.
The Challenge: Unreliable Document Generation and Poor Support
Before switching to PDF Butler, Qube was using another document generation tool. However, they frequently encountered bugs, and the support team provided little help.
“We’d have an issue, and we’d sort of give them access to the production org when we couldn’t figure out what was wrong. They’d make a fix in production and send an email back saying it’s all fixed. But they wouldn’t tell us what the issue was or what the fix was,” Sam shared. Over time, these unresolved errors piled up, creating inefficiencies for the team.
For over a year, Qube struggled with persistent document generation errors. While they could often resolve issues internally, the repeated errors became too much to manage.
“Basically, over the last 12 months, we’ve just been having generation error after generation error. Which we’ve been able to fix ourselves, but the fact that these errors kept coming up was just too much for us.”
Discovering PDF Butler
One of Qube’s Salesforce partners recommended PDF Butler when discussing document generation and e-signature solutions. They reached out to our team, wanting to ensure it was the right fit before making the switch.
Even before becoming a customer, Qube was able to test the platform and receive immediate support.
“We weren’t even customers of PDF Butler yet, but we were able to build out our documents straight away and also request help from the PDF Butler support team. We were getting answers instantly. Being able to get responses within 20-30 minutes is quite incredible.”
Why PDF Butler?
Sam highlighted three key reasons for switching to PDF Butler:
- Access to PDF Butler University
Qube wanted a solution that allowed their team to learn and implement changes independently.
“This is super helpful because we could just jump on without having somebody sit down with us over a call for an hour or two to teach us what to do. We were able to get in there and basically start using it instantly.”
- Ease of Use
The user-friendly interface made a significant difference.
“The user interface on the end-user side is super easy for our team to use.”
- Cost Efficiency
Qube found PDF Butler to be significantly more cost-effective than their previous solution.
“The only thing that we’re paying for is the licenses. We’re not paying for any extra managed service or extra support. The actual cost is significantly lower.”
How Qube Uses PDF Butler?
Qube primarily uses PDF Butler for generating quote documents. The tools are embedded into their quote object on the record page, making it simple for users to generate and manage documents directly within Salesforce.
As Qube expands its use of PDF Butler, they are also optimizing their document management process by consolidating templates.
“We have multiple different templates for multiple businesses and different terms and conditions. With all the tools embedded into the record page, we’ve been able to condense our templates significantly.”
Previously, Qube had around 50 templates, but with PDF Butler, they are reducing that number, improving efficiency, and making the process smoother for their team.
“You’re not moving over to a new screen inside Salesforce. It’s all right there, making it super easy for us to use.”
Conclusion
For Qube, the transition to PDF Butler has meant a smoother, more reliable document generation process with better support and lower costs. The ability to quickly implement the solution, receive fast support, and reduce inefficiencies has been a game-changer. As Qube continues expanding its use of PDF Butler, they are confident in its ability to support their growing business needs.
