Are you looking for ways to speed up your Salesforce implementations? If you have a lot of salespeople, it can be difficult to implement processes around and through them, as they are so busy. If you want to really drive the business forward, though, you need to be able to speed up your document creation – especially if you are using PDF files for your Customer Relationship Management (CRM) systems.
One of the biggest advantages of using PDF (Portable Document Format) in your business is that it’s incredibly quick and easy to use. Salesforce Document Generation lets you quickly generate documents from text data, which can include Excel workbooks, Microsoft Word documents, Power Point presentations and PDF documents. This means you can handle all sorts of document creation within your CRM. And because Salesforce is integrated with many of your other applications, such as QuickBooks, there is no need to spend time learning how to use multiple systems for document generation.
PDF Butler for Salesforce documents
Another advantage to PDF document generation for Salesforce is that the text is protected by algorithms that make it impossible to modify. This protects the content from being changed without your authorization. No matter what type of file you are trying to create or convert, Salesforce will protect it with an encryption layer that prevents others from taking a copy. This ensures that your business data is safe, secure and can be shared with others with complete security.
There is another benefit to PDF generation for Salesforce that you should be aware of. When you are in the process of converting your Word or Excel documents into a PDF, the document is converted into a compression format, which means the actual document size is smaller. It takes less time to send a PDF document than it does to send a Word or Excel document. Therefore, it’s important to consider whether you need to be converting a Word or Excel document before you begin looking into PDF conversion.
Best PDF Generators
There are a number of PDF converters available, but there are two specific types of software that are recommended. The PDF butler for Salesforce is highly recommended if you have a lot of information that needs to be converted to a PDF. It offers a comprehensive suite of automatic features, including page and column alignment, heading alignment, cell formatting, page fill information, and more. In addition, the tool allows you to automatically create a table of contents, a table of figures, and a table of navigation. Because it is based on the Open Office project, it is compatible with many different operating systems.
If you need to convert a Word document into a PDF, Adobe Acrobat Professional comes to the rescue with its Portable Document Format (PDF) tool. This tool can be downloaded free of charge and works on all operating systems. However, because of the high level of security associated with PDF, it is typically only recommended for people who know what they are doing and are aware of the security issues that may be present in PDF documents. Do your research before deciding which PDF conversion tool is best for your needs.