PDF Butler + Horsa Grow Success Story

Horsa Grow is part of the Horsa Group and specializes in Salesforce consulting and implementation.  

As a certified Salesforce reseller partner, the company helps organizations design and implement tailored CRM solutions that improve business processes and support long-term growth. 

With a team of experienced professionals, Horsa Grow guides customers through their digital transformation journey. Their work focuses on optimizing sales, service, and marketing processes while ensuring the successful adoption of Salesforce technology. 

From initial business analysis to CRM configuration, integrations, and user training, Horsa Grow supports every stage of the Salesforce project lifecycle. 

The Challenge 

For many Salesforce implementations, document generation is a critical part of the process. Customers often need to create proposals, contracts, reports, and other business documents directly from their CRM data. 

Before partnering with PDF Butler, Horsa Grow often relied on other tools that are very well known in the market. However, changing pricing models and increasing complexity pushed the team to look for a better alternative. 

As Carlo Burdese, Delivery Director & Co-founder of Horsa Grow, explains: 

“Our previous tool completely changed the pricing model and the business model… so we had to find an alternative. And we didn’t only find an alternative but also our new preferred solution that is PDF Butler.” 

While Salesforce standard tools can be very effective for document generation, they often require strong technical skills to manage template changes and maintain the full document lifecycle. 

To better support their customers with more flexibility and autonomy, Horsa Grow looked for a solution that would simplify document generation while enabling easier template management. 

The Solution 

After evaluating several solutions, Horsa Grow found that PDF Butler provided the best combination of flexibility, usability, and time to value. 

The platform allows both consultants and end users to generate complex documents directly from Salesforce without heavy development work. 

Giulia Navarro Pereira, who works across marketing, presales, and CRM projects at Horsa Grow, highlights one of the biggest advantages: “PDF Butler is the best solution for the client because it’s very intuitive and the client can work on, it not only with our help.”  

This ease of use allows customers to manage document templates themselves, reducing dependency on developers or consultants. 

Another major advantage is the ability to manage the full document lifecycle within Salesforce. 

Giulia adds: “It’s not only PDF Butler but also SIGN Butler and COLLABORATION Butler. This completes the process that starts from generating a document and then sending it to the client and signing it.”  

For Horsa Grow, this meant they could offer customers a complete solution for document generation, delivery, and signing. 

Delivering Complex Projects with Confidence 

One project that clearly demonstrated the value of PDF Butler was a Salesforce implementation for a customer called Anyway Green. 

The project required generating large volumes of complex documents using Salesforce data. The documents included highly specific formatting requirements and dynamic content. 

Giulia recalls the complexity of the implementation: 

“The biggest work we had with PDF Butler was on Anyway Green. There were a lot of documents and lots of SQL to retrieve data from Salesforce to documents.” 

After comparing multiple document generation tools, PDF Butler proved to be the only solution that met all requirements within the project budget. 

Carlo explains, “We did a software selection between PDF Butler, S-Docs, Simple PDF, and Conga Composer. The only solution that could fit every customer requirement in a good way and within the project budget was PDF Butler.”  

The flexibility of PDF Butler allowed the Horsa Grow team to deliver documents with complex formatting and strict regulatory requirements. 

For example, some forms required placing numbers and data into very specific fields or boxes within official documents. 

Carlo adds: “We were able to produce documents that were very tricky. For example, when you have to set a code exactly in the little boxes in the document, PDF Butler could accomplish all of this.”  

Helping Customers Gain Independence 

One of the most valuable outcomes for Horsa Grow customers is the ability to manage templates and document formats themselves. 

Instead of relying on developers for every update, users can adjust templates, add content, or customize formatting directly.

Carlo explains how this improves operational efficiency: 

“Customers become able through the use of PDF Butler to set different types of templates on a parametric base. If we train an internal person, they are then able to manage the templates independently.”  

This flexibility is especially valuable for companies operating across multiple markets. 

For example, one Horsa Grow customer needed different document formats for multiple countries and languages. 

Instead of maintaining dozens of templates, the team was able to create dynamic templates that adapt automatically based on parameters like language, destination, and customer type. 

Giulia adds, “They love the personalization of the documents and the templates. They can customize the document with images and different layouts.”  

Improving Workflows with Digital Signing 

Another area where PDF Butler delivers strong value is digital signing through Digital Signature (SIGN Butler.) 

Before implementing the solution, some customers needed to meet clients in person to sign contracts. With SIGN Butler, they can complete the entire process digitally. 

Giulia explains: 

“In the past they had to go to the client to sign the contracts. With SIGN Butler, they can just send the document and collect the signature securely.”  

This not only saves time but also ensures that data and signatures are securely stored and compliant with company policies.  

A Strong Partner Relationship 

Beyond the technology, Horsa Grow also values the collaboration with the PDF Butler team. 

Carlo highlights the importance of the human relationship when working with technology partners. 

“We found a human dialogue. That’s something very important for us.” 

This close collaboration helps Horsa Grow confidently introduce PDF Butler early in the sales process and recommend it to customers as their preferred document automation solution. 

Looking Ahead 

Today, Horsa Grow actively proposes PDF Butler in new Salesforce projects and continues to expand its use across different customer implementations. 

By combining Salesforce expertise with powerful document automation, Horsa Grow helps customers streamline operations, improve document workflows, and accelerate digital transformation.