Tremila Advisory Group is a premier buy-side acquisition search and advisory firm headquartered in Newport Beach, California.
With over 70 years of combined experience, Tremila Advisory Group serves as a trusted advisor to family-owned businesses and established companies across a wide range of industries.
They specialize in supporting well-capitalized private equity firms and corporations in achieving their strategic acquisition goals.
We talked to Davis Matthews, one of the founding partners at Tremila Advisory Group, about how their document generation needs changed and why they switched to PDF Butler.
Why did they start looking for an alternative?
Before PDF Butler, the team was using one of the most well-known document generation solutions in the Salesforce ecosystem. While it worked in the beginning, limitations became more apparent over time.
“Support wasn’t super helpful. It was taking a while to generate the documents,” Davis explains. “And as we wanted to add automations… it was going to cost us extra money.”
Over time, both pricing and support became friction points.
The real challenge: flexibility and accuracy
Beyond pricing, the team needed more control over how their documents were built.
A critical use case was generating polished presentations with embedded visuals, something their previous solution struggled to deliver reliably.
“The main issue we were trying to solve was inserting images into our presentations. They said they could do it, but then weren’t as able to do it as they originally described.”
This created extra manual work, slowing down their workflow and reducing efficiency.
Finding a Solution
While exploring alternatives, the team came across PDF Butler.
The difference was clear early on.
“I said, ‘Here’s what we’re trying to do.’ And the PDF Butler team was like, ‘Yeah, we can definitely do that.’ And then you guys were able to do it.”
Even edge cases were handled collaboratively.
“We had a small issue with centering images… and we worked with your technical support team to figure that out. It worked out great. We’ve been happy ever since.”
Built around their workflow
Today, PDF Butler is fully integrated into Tremel’s daily operations.
The team uses it to generate the following:
- Client-facing presentations
- Reports for both internal and external use
More importantly, they’ve customized the experience directly within Salesforce.
“We were able to customize it a lot more within Salesforce… we created a Visualforce page with dropdowns that makes it easy for employees to select the documents they need and quickly generate them.”
What changed after the switch?
The biggest shift came in speed and efficiency.
“It’s definitely a lot quicker for our teams to generate the reports they need.”
Manual steps that once slowed the team down are now eliminated.
“We weren’t having to generate the reports and then go in and edit them or add things manually ourselves.”
Even without exact metrics, the improvement is clear.
“We went from taking several minutes to run one report to being able to run multiple within a couple of seconds.”
Support that makes a difference
Beyond the product itself, the support experience stood out.
“The support team was awesome. Whenever we’ve had issues or questions, they’ve been super responsive and helpful.”
For a growing team, that responsiveness proved critical.
A faster, more scalable way to work
By switching to PDF Butler, Tremel Advisory Group transformed document generation into a streamlined, scalable process.
What used to be:
- Time-consuming and manual
- Limited in flexibility
- Increasing in cost
Is now:
- Fast and efficient
- Fully customizable
- Backed by a responsive team
As Davis puts it:
“It’s certainly a lot faster… and it saved us a lot of time.”
