Your End-to-End Document Automation Platform for Salesforce.
From dynamic forms to digital signatures, PDF Butler automates every step of your document journey. Natively built on Salesforce for speed, security, and scale.
- 5 Stars on AppExchange
- 46% Time Saved
- 98% Customer Retention
Platform Overview
Quicker, Smarter, More Flexible Documents.
All in Salesforce.
Easily collect and update Salesforce records.
Collect accurate data in real time and sync it directly into Salesforce. Dynamic forms reduce errors, speed onboarding, and improve data quality across teams.
Create personalized, branded documents in a click.
Generate proposals, quotes, and more directly from Salesforce. Ensure every document is tailored to your customer, without manual formatting.
Automate bulk document creation at scale.
Produce hundreds of invoices, statements, or reports in minutes. Save time, reduce errors, and keep every document aligned with your brand’s standards.
Negotiate and manage contracts directly in your CRM.
Streamline every stage from drafting to renewal. Accelerate deal cycles with real-time collaboration and complete visibility into contract status.
Send and sign documents with secure, native e-signatures.
Eliminate the need for third-party tools. Speed up approvals and ensure compliance with legally binding signatures built into Salesforce.
Use AI to auto-fill and optimize document creation.
Reduce manual entry and prevent costly mistakes. Empower teams with intelligent suggestions that make document generation faster and more accurate.
Trusted by industry leaders worldwide
Why PDF Butler
Automate every step of document work inside Salesforce.
Start small or roll out the full platform.
Native to Salesforce
No data leaves your CRM. Performance and trust built-in.
Modular & Scalable
Start with one feature or roll out the full platform. It grows with you.
Quick Time to Value
Quick to set up, and low maintenance.
Your Security, Our Priority
ISO, GDPR, and HIPAA compliant. Tight control and full auditability.
Customize every aspect in seconds.
Personalize your documents with dynamic templates, custom branding, and conditional formatting. From contracts, reports, price lists and more – the possibilities are endless with PDF Butler.
Accelerate your deals to closed won.
Automate multi-signer routing, set timed reminders, and send documents for signature all in one place. Say goodbye to manual processes and hello to streamlined efficiency.
Streamline your batch document generation.
Design your document in MS Word, configure dynamic data once, and deliver your documents in bulk.
Empower collaboration and enhance your productivity.
Connect, generate, and collaborate with real-time document libraries like Sharepoint or Google Drive. Bid away from storage headaches and let your team work anywhere, anytime, on any device.
Drive Salesforce success with paperless forms & contracts
Leave the automation of data collection and real-time Salesforce updates to us, so you can focus on what matters most: accelerating your business success.
Read the Reviews
About Us
At PDF Butler, we are passionate about transforming the way businesses handle document generation. With a mission to simplify and streamline processes, we have developed robust solutions trusted by industry leaders worldwide.
Our team, with offices in Belgium, USA, Spain, Japan and Germany, is dedicated to delivering innovative solutions that empower organizations to customize every aspect of their documents effortlessly. Join us on this journey as we revolutionize document generation and drive efficiency for businesses globally.
