Simplifying Document Management in Education

Streamline your operations by automating transcripts, forms, and more directly from Salesforce, reducing manual processes and saving time.

student fee document salesforce

Driving education efficiency with advanced Salesforce document solutions

A comprehensive solution for every use case

PDF Butler simplifies the creation and distribution of documents straight from your CRM. From admission forms to student transcripts and financial statements, our solution handles your document needs with ease and efficiency.

Error-free, every time

Ensure every document is accurate and error-free. By pulling data directly from your Salesforce environment, PDF Butler minimizes mistakes, guaranteeing precision in every document.

student transcript

Fast, Accurate Document Generation

Generate and distribute student certificates and transcripts quickly and accurately. Save time and ensure professional-quality documents for your students. ​

Ensure Security and Compliance ​

PDF Butler is ISO Certified and GDPR Compliant. Your data remains secure within your Salesforce environment, ensuring the highest level of protection.

“We wanted a basic document generation tool that was customisable for different partners, different attributes in the system, and then we’ll take it from there. And that’s exactly what we got. And the implementation partners were blown away by the tech support from PDF Butler”

Andy Till, Head of Operational Systems at QA Higher Education

Explore PDF Butler's Features

Design in MS Word

Unleash your creativity with MS Word design capabilities and shift the focus from development to design effortlessly.

Ease of Use

Simplify processes with PDF Butler's intuitive interface, designed to handle even the most complex use cases seamlessly.

Lightning Speed

Experience rapid time-to-market with quick template modifications and lightning-fast document creation for enhanced efficiency.

Multiple language and currencies

Break language barriers and use your customer regional settings to communicate in their own language..

Easy to Manage Templates

Save time with reusable templates, both static and dynamic.

Dynamic Pictures

Integrate static and dynamic images throughout your documents, including headers and footers.

Cloud Integration

Choose between multi-tenant or dedicated cloud options, providing scalable solutions with automatic upgrades for a seamless integration experience.

Robust Security

Rest easy with API-based connections that ensure constant authentication, encryption, and verification, keeping your data secure at all times.

GDPR Compliance

Protect user privacy with our strict no-data- logging policy, while benefiting from environments that adhere to GDPR regulations.

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