Features

EXTRACT

Document Extractor

Turn scanned documents into Salesforce records automatically.

COLLECT

Dynamic Forms

Easily collect and update Salesforce records.

NEGOTIATE

CLM

Manage contracts directly from Salesforce.

GENERATE

Document Generation

Generate personalized, branded documents with one click.

SCALE

Batch Generation

Automate bulk documents at scale.

SIGN

Digital Signature

Send and sign documents directly from Salesforce.

COLLABORATE

Document Management

Keep every document organized and connected.

AI LAYER

Document Agent (AI)

Use AI to speed up document work.
Industries

Financial Services

Automate client agreements, policy documents, and reports with full compliance.

Manufacturing

Generate proposals, line cards, and product sheets directly from Salesforce in seconds.

Healthcare

Manage patient intake forms, consent documents, and care plans without leaving Salesforce.

Non-profit

Automate grant proposals, donor agreements, and impact reports effortlessly.

Education

Streamline enrollment documents, certificates, and reports across your institution.

Real Estate

Generate lease agreements, property listings, and offer letters at scale.
Company

About us

Meet the team behind PDF Butler

Careers

Join our team and be part of the document revolution
Resources

Blogs

Best practices, product deep-dives, and industry insights

Customer Stories

How real teams use PDF Butler to save time and reduce errors

Release Notes

Every update, fix, and new feature, as soon as it ships

PDF Butler University

Structured courses to get the most out of every product

Events

Upcoming Salesforce community events and conferences we’ll be at
Partners
Academy

30 July 2026

Everything You Need to Know About PDF Butler Before Dreamforce 2026

Leave a Comment / Blog, Product / Rana Sakallioglu

A lot has changed since Dreamforce 2025. Last year, we were focused on showing how PDF Butler could help Salesforce teams automate document generation and move away from manual, time-consuming processes. Since then, PDF Butler has continued to evolve. Today, document generation is still at the core of what we do. But the platform now […]

Everything You Need to Know About PDF Butler Before Dreamforce 2026 Read More »

July Release Notes

Leave a Comment / Release Notes / Rosmer Herrera

Document & Batch Generation (PDF Butler v1.529) Current Version: 24/07/2026Download: /packaging/installPackage.apexp?p0=04tQy000000WgxQ Major Update – Salesforce Security Update: We are now fully compliant with Salesforce’s new security updates. Our team worked hard to ensure that all our products meet the new security requirements. We strongly recommend updating to the latest version of the packages. New Feature

July Release Notes Read More »

30 July 2026

Everything You Need to Know About PDF Butler Before Dreamforce 2026

July Release Notes

Get Started with PDF Butler today

Features

Get in Touch

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