Case Studies
See how businesses around the world are using Outliny to streamline communication, automate documents, and deliver beautiful, consistent branding — effortlessly.
Case Study 1: Scaling Customer Communications for a Growing SaaS Company
Client: FastTrack CRM (B2B SaaS Platform)
Challenge:
FastTrack CRM needed a way to send branded onboarding emails, product updates, and billing invoices without engineering delays. Managing templates across marketing, sales, and billing teams was chaotic and time-consuming.
Solution:
- Used Outliny's email editor to create a centralized gallery of CRM emails.
- Integrated Outliny’s API into their app for dynamic onboarding sequences.
- Automated PDF invoice generation for every subscription renewal.
Results:
- 50% faster onboarding email setup.
- Fully automated billing documentation (no manual invoices).
- Consistent branding across all customer communications.
Case Study 2: Automating Invoices and Labels for an E-commerce Brand
Client: TrendyGoods Online Store
Challenge:
TrendyGoods needed customized packing slips, shipping labels, and monthly customer invoices — all dynamically branded and integrated with WooCommerce.
Solution:
- Installed Outliny's WordPress plugin for WooCommerce.
- Customized PDF templates for shipping and billing.
- Used parameters to automatically inject order IDs, barcodes, and customer info.
Results:
- Saved 10+ hours per week in manual document generation.
- Achieved 100% brand consistency across packages and emails.
- Increased post-purchase customer satisfaction (fewer support tickets).
Case Study 3: Modernizing Internal HR Communications
Client: GlobalConsult HR Solutions
Challenge:
The HR department needed to automate internal offer letters, employee onboarding packs, and policy updates without overwhelming their IT team.
Solution:
- Created modular email templates for HR updates.
- Built dynamic multi-page PDFs for offer letters and contracts.
- Integrated Outliny with their internal HRMS via the API.
Results:
- 75% reduction in time spent preparing new hire paperwork.
- Seamless employee communication with customized templates.
- Enhanced HR branding and employee experience.
Case Study 4: Secure Document Delivery for a Fintech Startup
Client: FinPro Lending
Challenge:
FinPro needed highly secure, compliant document generation for sensitive loan offers, approval notices, and customer correspondence.
Solution:
- Leveraged Outliny's encrypted API for PDF generation.
- Turned off logs for full compliance with internal policies.
- Customized access control for templates and API keys.
Results:
- Full compliance with internal and regulatory security policies.
- Automated personalized loan documents without manual work.
- 99.9% uptime with secure document delivery to clients.
Why Companies Choose Outliny
- Fast integration and API-first approach.
- Total branding control across Emails and PDFs.
- Enterprise-grade security and compliance.
- No vendor lock-in — open standards and export options.