How Wittmann Digitalized Its End-to-End Salesforce Document Workflow with PDF Butler

See how Wittmann reduced document generation from 15 minutes to 2–3 minutes by digitalizing its document workflow with PDF Butler. 

From Manual Documents to an End-to-End Digital Workflow 

WITTMANN Entsorgungswirtschaft GmbH is a Germany-based waste management and recycling company focused on reliable service, efficient processes, and sustainable waste management. 

For Wittmann, Salesforce is an important part of its digital infrastructure, supporting customer, sales, and administrative processes. Around 21 employees are involved in Salesforce-based processes, including document management. 

We spoke with Hannan Farooq, Sales & Marketing Director at Wittmann, about how the company uses Salesforce, PDF Butler (document generation), and SIGN Butler (digital signature) to digitalize its document processes. 

For Wittmann, the goal was not simply to automate PDF creation. The company wanted to connect the entire document journey, from generating a quote or contract to sending it to the customer and obtaining a digital signature. 

“We realized that we shouldn’t just optimize one step of the process. We needed to look at the entire document workflow and digitalize it from end to end.” Hannan shared. 

The Challenge: Too Many Manual Steps 

Before implementing PDF Butler, creating and managing quotes and contracts involved several manual steps. 

Employees had to prepare and format documents, check the information, save the files, and send them to customers. Contracts then had to be signed and returned, creating additional work around follow-ups and document handling. 

Individually, these tasks did not seem particularly time-consuming. But Wittmann generates more than 4,000 documents every year, making the accumulated administrative effort significant considering that creating a single document could take around 15 minutes.  

After that, there were still additional steps involved in sending the document, waiting for the customer’s response, following up, and processing the completed contract. 

This made document generation and management an important opportunity for automation. 

Why Wittmann Chose PDF Butler 

Wittmann came across PDF Butler while looking for a document generation solution that worked well with Salesforce. Their Salesforce consultants and our partner, Salesfive, recommended PDF Butler based on their experience with clients using the solution. 

Salesforce integration was particularly important to Wittmann. Rather than introducing a separate system, the company wanted its document processes to remain within its existing Salesforce environment. 

Two factors stood out during the decision process: Salesforce integration and flexibility. 

Wittmann needed to generate professional quotes and contracts using information already stored in Salesforce, while also automating the process behind those documents. 

The ability to combine document generation with digital signatures was another important factor. Together, PDF Butler and SIGN Butler could support the complete process, from generating a quote or contract to sending it to the customer and obtaining a digital signature. 

For Wittmann, the decision was therefore about more than PDF generation. It was about creating a connected digital document workflow. 

Implementation Process 

Wittmann integrated PDF Butler into its existing Salesforce environment and configured templates and workflows for its quotes and contracts. 

The focus was on keeping the entire process digital. 

Once a document is generated, it can be sent digitally to the customer. Quotes can be handled digitally, while contracts can be sent for digital signature through SIGN Butler. 

This means Wittmann does not have to generate a PDF and then return to manual processes for sending, signing, and handling the completed document. 

Hannan describes the implementation experience as easy and straightforward, with helpful support throughout the process. 

For everyday users, adoption was also relatively simple. Because PDF Butler is integrated directly into Salesforce, employees do not need to learn an entirely separate system for their regular document-generation tasks. 

How Wittmann Uses PDF Butler 

Wittmann uses PDF Butler to generate quotes and contracts directly from Salesforce. 

The process starts with data already available in Salesforce. That information is used to generate the relevant customer document, which can then be sent digitally. 

For contracts, SIGN Butler enables customers to complete the process with a digital signature. 

This creates a connected workflow instead of a series of separate manual activities: 

Salesforce data → Document generation → Digital delivery → Digital signature 

For Wittmann, this approach is an important part of its wider digital document management strategy. 

The Results 

The most visible improvement has been the time required to generate a document. 

Before PDF Butler, generating a document took approximately 15 minutes. 

Today, the same process takes around 2–3 minutes. 

That means Wittmann saves approximately 12–13 minutes per document, representing an estimated 80–87% reduction in document-generation time. 

With more than 4,000 documents generated each year, the potential time savings add up significantly. Based on Wittmann’s current document volume, this represents approximately 800–867 hours of processing time saved annually compared with the previous process. 

Wittmann’s Results at a Glance 

• 21 employees involved in Salesforce and document-management processes 
• 4,000+ documents generated per year 
• From 15 minutes → 2–3 minutes to generate a document 
• 12–13 minutes saved per document 
• 80–87% reduction in document-generation time 
• Approximately 800–867 hours saved annually, based on current document volume. 

More Efficiency, Consistency, and Scalability 

The benefits go beyond time savings. 

Because documents are generated using information already available in Salesforce, employees spend less time copying and re-entering information. This reduces opportunities for errors and helps create more consistent customer documents. 

The digital process also makes things easier for customers. 

Instead of printing, physically signing, scanning, and returning contracts, customers can receive quotes digitally and sign contracts electronically through SIGN Butler. 

For Wittmann’s team, this means they can handle a high volume of documents without the administrative workload increasing at the same rate. 

The result is a document process that is more efficient, consistent, and scalable. 

Wittmann’s Advice to Other Salesforce Users 

For organizations considering document automation, Hannan recommends looking beyond document generation itself. 

“I would recommend looking at the complete process rather than focusing only on document generation.” 

For companies using Salesforce and handling a high volume of quotes, contracts, or other customer documents, connecting the different stages of the process can create significant value. 

Generating the document, sending it to the customer, getting it signed, and managing the resulting documentation can all form part of one digital workflow. 

Even a relatively small time saving can become significant when multiplied across thousands of documents. 

For Wittmann, the biggest change has been moving from a largely manual process to an end-to-end digital workflow. 

“We didn’t just automate PDF creation; we digitalized our entire document process.”