Invest Komfort Saves Time on Complex Sales Documents with PDF Butler

Invest Komfort is a Polish residential real estate development company that has been operating in the market since 1995. Focused on delivering high-quality apartments, the company manages the entire development lifecycle from planning and construction to sales and customer service.  

Invest Komfort carries out investments in prestigious locations in the Tricity area, carefully selecting sites that blend harmoniously with the natural environment and existing urban buildings. With around 300 employees spread across multiple departments, ensuring consistency and accuracy across sales documentation is critical to the company’s operations. 

We talked to Karolina Bednarska, who works in the Sales Support department, where she is responsible for document tokenization and preparing structured templates used throughout the sales process. 

The Challenge 

Sales agreements, often extending to dozens of pages, required repetitive data entry across multiple documents. 

As the volume and complexity of documentation increased, this approach became increasingly time-consuming and less efficient. Ensuring consistency and accuracy across long, multi-page agreements required significant manual effort. 

“When agreements are very long and complex, working with documentation requires a high level of focus and attention to detail.” 

Why PDF Butler

Invest Komfort was introduced to PDF Butler through its Salesforce implementation partner, Wavy Apps. 

“We first heard about PDF Butler through our implementation partner, who recommended it as an effective solution for generating documents within Salesforce.” 

The solution was presented as a way to automate document generation directly within their existing Salesforce processes. 

Implementation and Adoption 

The implementation was handled jointly by Invest Komfort’s internal team and Wavy Apps. While Wavy Apps focused on configuration and Salesforce flows, Invest Komfort defined business requirements and tested outputs. 

“They helped us to configure the templates, set up the necessary flows in Salesforce and adjust the solution to match our document processes.” 

Adoption was fast, and the team became comfortable using PDF Butler within days. 

“Our team mostly became comfortable with the system within a few days because the interface is straightforward.” 

How Invest Komfort uses PDF Butler today 

Today, Invest Komfort uses PDF Butler to generate all core sales documentation, including customer-facing and internal documents. 

“We mainly handle the preparation of all sales documents, including agreements, bank documents, and payment schedules.” 

The Impact 

The most immediate and measurable benefit has been time savings. What once required extensive manual work is now completed instantly. 

“It is definitely a time saver given that agreements often consist of many pages and require extensive data entry.” 

With PDF Butler, documents are generated in a single click. 

“Currently, the agreement can be generated with a single click, with all the information inserted almost instantly” as Karolina summarizes. 

Looking Ahead 

Invest Komfort currently relies solely on PDF Butler for document generation. With a stable setup and no outstanding issues, the team is satisfied with the solution.