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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

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Deutsch
Nederlands
Español

FORM BUTLER

Install & Setup
End-2-End Setup and Demo
Create DataSources for Document
FORM Butler Requests – Related List
FORM Butler Requests – Control Who receives the Email
FORM Butler Requests – Lightning Email
FORM Butler Document Setup (From Main Word Document)
FORM Butler TEXT form-field
FORM Butler TEXTAREA form-field
FORM Butler DATE form-field
FORM Butler PickList form-field
FORM Butler Dependent PickLists
FORM Butler NUMERIC form-field
FORM Butler CHECKBOX form-field
FORM Butler Related Lists
Create Email DocConfig
FORM Butler – request electronic signature
FORM Butler – Create or Update Records via Flow
Form Butler – Screen Flow Inline Editor
FORM Butler – Fine-grained upload of documents
FORM Butler – Generate Public URL/Link
FORM Butler – Notify Button
FORM Butler Document Setup (From Static PDF)
FORM Butler – Custom validation messages
FORM Butler- Page Translations
Conditional Form Fields (also used in SIGN Butler)
FORM Butler – Formula Form Field

Web Forms

FORM Butler – Web Forms Initial Setup
FORM Butler – Web Form title
FORM Butler – Web Form Number Element
FORM Butler – Web Form Date time Element
FORM Butler – Web Form Email Element
FORM Butler – Web Form Phone Element
FORM Butler – Web Form Expression Element
FORM Butler – Web Form Text Element
FORM Butler – Web Form Text area Element
FORM Butler – Web Form Address Element
FORM Butler – Web Form Checkbox Element
FORM Butler – Web Form Checkbox Group Element
FORM Butler – Web Form Rating Element
FORM Butler – Web Form Radio group Element
FORM Butler – Web Form Select Element
FORM Butler – Web Form Lookup Element
FORM Butler – Web Form Lookup Filter
FORM Butler – Web Form Dynamic List Element
FORM Butler – Web Form with Flow and collections
FORM Butler – Web Forms – Best Practices handling Objects with multiple Underscores on the Object API Name.
FORM Butler – Web Forms Field Validation
FORM Butler – Web Forms Upload Attachments
FORM Butler – Web Form Presentation Elements
FORM Butler – Web Forms Group Component
FORM Butler – Lightning Email
Form Butler – Show/Hide Fields and Groups on Webforms
Form Butler – Web Form translations
FORM Butler – How to process Transient & Updatable fields in a flow
FORM Butler – Process Lookup Childs in FLOW
FORM Butler – Web Forms – After Action
FORM Butler – Web Forms Generate Public URL/Link
FORM Butler – Web Form Rich Text area Element
FORM Butler – Bulk Form Requests Creation via Flow & Apex Services
FORM Butler – Webform Password Protection

FORM BUTLER FAQ

FAQ – How to Register for FORM Butler

View Categories

Home
Academy
FORM Butler Academy
FORM BUTLER
FORM Butler- Page Translations

FORM Butler- Page Translations

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Updated on 12 February 2024

FORM Butler – Custom validation messages Conditional Form Fields (also used in SIGN Butler)

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Features

Document Extractor
Dynamic Forms
CLM
Document Generation
Batch Generation
Digital Signature
Document Management
Document Agent (AI)

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