Case study - PDFMonkey Powers Eres’ No-Code Document Generation

Finance meets no-code, a love story

Client
Eres
Since
Services
Finance
Plan
Pro
Docs per year
2000+
Saved every year
1000 EUR
Saved every year
416h

Overview

Eres, a leading provider of employee savings, retirement, and shareholding plans, needed to enhance their document generation processes. As they launched a new no-code team, they sought a solution to ease the creation of PDF files. Their primary goal was to find a tool that integrated smoothly with their existing workflows and provided robust customization options without requiring extensive technical expertise. By adopting PDFMonkey, Eres aimed to reduce manual tasks, and support their growing portfolio of no-code projects.

Clear objectives

  • Seamless Integration with Zapier: Essential for automating from the simplest to the most complex workflows.
  • User-Friendly & Customizable: Required simplicity for quick adoption, along with advanced customization for diverse needs.

The Perfect Solution: PDFMonkey

Why PDFMonkey Stood Out?

Eres discovered PDFMonkey through a ChatGPT recommendation! It perfectly matched their needs with an intuitive interface and extensive customization options, outperforming other alternatives in terms of cost-effectiveness and ease of use.

Seamless Implementation

Getting PDFMonkey up and running was a breeze for Eres. With the help of Zapier, they quickly plugged it into their no-code and low-code processes. The clear instructions and easy setup meant they could start generating PDFs almost immediately. This smooth integration cut down on manual work and boosted their efficiency right away.

Versatile Document Generation

Eres primarily uses PDFMonkey to generate PDF synthesis reports after simulations and occasionally for creating contracts. This versatility gives them a single solution for multiple business needs, simplifying their whole stack.

Results That Speak Volumes

Global Drone Training experienced significant improvements and benefits from implementing PDFMonkey:

  • Significant Time Savings: Eres saves around 8 hours per week thanks to our automated PDF generation.
  • Substantial Cost Savings: The company estimates a weekly saving of approximately 1000€, making PDFMonkey a no-brainer part of their workflow.
  • Enhanced No-Code Projects: Our solution has enabled Eres to push further in their no-code initiatives, validating their choice to invest in this development approach.

PDFMonkey is the perfect solution for our needs in no-code/low-code workflows. We use it with Zapier and it works like a charm!

Théo Dupont
Head of Product