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

Flows and FormButler

< 1 min read

0:00 0:10

In this video we’re going to see how you can launch Form Butler via Flow.

Form Butler: Generate Public URL/Link

Actionable Auto-Email

Form Butler – Lightning Email

What are your Feelings

Still stuck? How can we help?

Updated on 29 January 2025

Powered by BetterDocs