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.
About us
Meet the team behind PDF Butler
Careers
Join our team and be part of the document revolution
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
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Salesforce allows for very easy management of licenses. You can just assign them via Setup => Installed Packages => PDF Butler => Manage Licenses (Button).
You can automate this process via a Salesforce Flow. Here is an example.
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