PDF Butler + Apex IT Partner Success Story

Since 1997, Apex IT has been supporting organizations across the public sector, higher education, and commercial industries with award-winning solutions built on Salesforce and Oracle. Their results-driven approach, combined with a strong people-first mindset, has positioned them as a trusted advisor for digital transformation across CX, HCM, ERP, and beyond.

We recently spoke with Corey Doohan, Solution Architect at Apex IT, about their experience with PDF Butler and the impact it’s had on recent client implementations.

Apex IT has been serving a wide range of industries for over 25 years, but in recent years, Corey’s work has focused more on Salesforce solutions in higher education, commercial, government, aerospace, and financial services.

Why PDF Butler?

For Corey and the Apex IT team, PDF Butler stood out as a natural fit for their clients’ document automation needs.

“We had used PDF Butler before on previous projects… it works well for their use cases,” said Corey. “The pricing strategy that you guys have was on target. And good documentation on using the product. So those were the two biggest factors.”

With strong technical documentation and a transparent pricing model, PDF Butler offered a solution that could be rolled out confidently—even for newer Salesforce clients starting from scratch.

Successful Projects Together

One of the most recent projects involved a government aerospace company in need of a quoting tool and a scalable Salesforce setup. PDF Butler became essential to their document process.

“They were doing just everything manually in SharePoint,” Corey explained. “So being able to stand up their Salesforce instance and then be able to use PDF Butler for their quoting needs. I think that is a night and day difference for them.”

The result was a streamlined, professional quoting process that supported collaboration and compliance from the start.

The Value to Clients

For teams like this, PDF Butler doesn’t just save time. It supports core business functions like collaboration, auditing, and growth.

“Not just for producing artifacts, but also for collaboration on their team,” said Corey. “Also having those PDF and Word documents available for audit reasons. There’s lots of compliance reasons to have those.”

And when technical questions came up, the PDF Butler team was quick to assist.

“We had a large Word document we needed to work with — a statement of work — and just needed it to fit and work properly,” Corey recalled. “Your team was able to help optimize a document so that it’s under 2 megabytes. That was very helpful.”

Looking Ahead

As Apex IT continues to guide organizations through Salesforce transformations, PDF Butler remains a reliable partner in delivering efficient, scalable document workflows.

“It’s top of mind,” Corey concluded. “It works well for what our clients need.”

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