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.
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.
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Customer Stories
How real teams use PDF Butler to save time and reduce errors
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PDF Butler University
Structured courses to get the most out of every product
Events
Upcoming Salesforce community events and conferences we’ll be at
< 1 min read
These flows run Before or After the flows for updating metadata (columns) in SharePoint and setting the ContentType in SharePoint.
These flows run in seperate transactions.
flow input variable (make sure it is available for input!): recordId.
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