PDF Butler - Agilyx Group

Proud Global Partner with PDF Butler

Every element of your interaction with customers is critical and we want to make sure your customers have the best experience when they engage with you electronically.

Agilyx has partnered with PDF Butler to provide you with engaging, personalised documents that will reimagine how you communicate with your customer via electronic documents.

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Customise in seconds

With PDF Butler you can create hyper-personalised high-quality templates for different types of documents (invoices, reports, contracts) with branding elements, standardised formats, and placeholders for variable data, meaning your next personalised communication can be generated in seconds..

Data Accuracy

PDF Butler allows you to automate the generation of PDF documents by pulling data from Salesforce to populate your documents. This saves time and reduces manual errors.

Process Automation

PDF Butler allows for seamless data exchange and document generation with automated generation via Process Builder, Lightning Flow, APEX, or Platform Events. Streamline via clicks, not code.

Built on Salesforce, PDF Butler is a tool that streamlines creation, management and distribution of PDF documents. Take your brand to all new heights, with a low cost, easy to use Salesforce built solution.

PDF Butler

PDF Butler is a fast Salesforce document generation solution that allows you to generate, customise and send your documents for signature in just one click.

With PDF Butler as your customised, document generation you can:

Integrate with a large number of applications including Salesforce, Google Workspace and Microsoft Office.

Generate your documents in under 1 second

Amplify your brand and create an improved customer experience

Certinia Customer Success Cloud provides:

Customer engagement: Unlock a consolidated view of every customer’s journey with customer success software. From opportunity to renewal, and everything in between, see every touchpoint and view critical insights into customer lifetime value, cost of services, and impact of monetisation efforts.

Success Playbooks: Operationalise your customer success best practices through standardised playbooks triggered off key activities on a customer’s journey. Whether it is implementation go-lives, annual renewals, or key customer role changes, know exactly what actions to take to maintain positive momentum.

Stakeholder Engagement: Engage the right resources across the organisation to transform customer success into a true team effort. Identify and activate the right individuals to enable close collaboration across sales, professional services, support, and finance teams.

Screenshot of FinancialForce PSA

Client satisfaction is in everything we do

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Principle Logistics

Principle Logistics

Principal Logistics chooses to implement an integrated suite of solutions provided by Agilyx Group.

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Gumtree

Gumtree

Commerce Giant, Gumtree Group realises digital transformation with Agilyx Group and Certinia ERP in record time.

Read the case study here

Birmingham Metropolitan College

Birmingham Metropolitan College

Our Unit4 solution offered Birmingham Metropolitan College strong services-centric ERP, featuring flexible configuration and deeper project-based capabilities.

Read the case study here

Allen + Clarke

Allen + Clarke

Allen + Clarke have achieved a fully integrated system across their entire organisation, with a single source of the truth across their customer service, product delivery & financial data.

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Medical Teams International

Medical Teams International

Medical Teams International selected Unit4 ERP to create a global ERP solution that will bring consistency and efficiency to the organisation wherever they operate.

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Unit4 ERP delivers transformation for STADIO, integrating their finance, procurement and HR needs and connecting systems for clear data flows.

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Shootsta

Shootsta

Shootsta utilises Certinia's single, fully integrated solution for enhanced financial management, supporting the business in future growth and developments.

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Short's Travel Management

Short's Travel Management

Recognising the challenges of their existing system, Short’s Travel Management made a strategic decision to implement Certinia Accounting with Agilyx.

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A unified, global Unit4 ERP solution gave Currie & Brown the consistent, quality, global knowledge base they needed to drive growth and empower their teams.

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T W Ward

T W Ward

T W Ward choose to work with Agilyx Group and extend their existing Salesforce solution by implementing Certinia Accounting.

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Forest Research

Forest Research

With Unit4 ERP, Forest Research was one of the first Government organisations to achieve accounts sign-off, despite the Covid-19 restrictions and lockdown.

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TSA Management

TSA Management

Agilyx delivers a fully integrated Certinia system for TSA Management, with a single platform used across the entire organisation.

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OneSchool

OneSchool

The roll-out of Unit4 ERP solution has effectively produced a fully functional school administration system that provides tools to administer the interactions between schools.

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The British Museum

The British Museum

By partnering with Unit4 and Agilyx Group, The British Museum transitioned from an older desktop on-premise system to a state-of-the-art cloud based SaaS platform.

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Kiwibank

Kiwibank

After their separation from NZ Post, Agilyx delivered a completely independent ERP solution for Kiwibank, giving them full control over their systems.

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The Salvation Army

The Salvation Army

Unit4 gave The Salvation Army a transformation project aimed to reduce administrative costs, reliance on paper-based systems and duplication of tasks.

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Tailored to Cambridge Healthcare Research’s unique needs, Certinia provides the company with useful insights into their workflows, helping them identify potential future modifications.

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Catholic Mission

Catholic Mission

Since implementing Unit4 Catholic Mission is able to give donors confidence that their money is not being wasted and can prove where their money is going.

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Kinetic IT

Kinetic IT

Agilyx has provided a platform that resulted in greater consistency and predictability in financial performance, allowing the executive team to focus on the company's growth.

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Essex Shared Services

Essex Shared Services

Essex Shared Services organisation implmented Unit4 system to establish a single back-office finance, payroll, procurement function to serve two institutions.

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Read more customer success stories