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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

GET STARTED

Install, Setup & Register
Create Your First Document
Full Sales Cloud in minutes

PDF BUTLER BY CONFIGTYPE

PDF BUTLER BY DATASOURCE

SINGLE DataSource
LIST DataSource
Overview of the SOQL Builder
Static Values
PICTURE DataSource
KEYVALUE
Report DataSource
Filtered DataSources
Late Binding Dynamic Pictures
Full SOQL Power
Rollup summaries
Nested (Parent-Child) DataSources
Picklist translations DataSource

PDF BUTLER LIGHTNING COMPONENTS

CONVERTOR – PDF Butler Convert Component
PRE-VIEWER – PDF Butler Previewer
Inline Edit (or Live Edit)
Lightning Quick Action Previewer
Lightning Convert Component
Translating DocConfig names for the Convertor Component
CLASSIC BUTTON
DOCUMENT SELECTOR
DocConfig Selector – logic by flow
Dynamic Selector
Dynamically Controlling PDF Butler Components with Salesforce Flows

PDF BUTLER PACKS

Lightning Flow Action – Convert DOCX to PDF
Create PACK with additional DocConfigs
Actionable AUTO_EMAIL
Actionable EMAIL_DOCCONFIG
Actionable EMAIL Quick Action
Actionable SIGN Butler
Actionable DocuSign
Actionable AdobeSign
Actionable run APEX Class
Actionable Get Thumbnail
Actionable Get Thumbnail URL
Actionable Image by URL that is in a field
Quick Chart Setup

PDF BUTLER SALESFORCE AUTOMATION

Process Builder
Call PDF Butler via a Button
Lighting Flow introduced variables (parameters)
Call PDF Butler from APEX
PDF Butler APEX API documentation
Use Apex to Add SFDC Files to the Document – Handle Files via API
PDF Butler Aura example with previewer and download
PDF Butler Lightning Web Component (LWC) example with previewer and download
Call PDF Butler via a LWC Quick Action
Use APEX to Add Datasources
Permission Set Groups
List View Button
Call Flow on AFTER Actionable
Lightning Flow Action – Convert DOCX to PDF
Retrieve Images From SharePoint to Use in Document Generation
Lightning Flow
Apex Actionables – BEFORE DataSources (When => DATA_SOURCE)
Apex Actionables – BEFORE But After DataSources (BEFORE_BUT_AFTER_DATASOURCES)
Call Flow on Content Version – manage fields on Files before saving

PDF BUTLER FOR SALESFORCE CPQ

CPQ – Introduction
Multi-level CPQ products
Using CPQ Groups

PDF BUTLER FOR SALESFORCE FIELD SERVICE LIGHTING (FSL)

Field Service Lightning (FSL) – Introduction
Field Service Lightning (FSL) – Service Report
Field Service Lightning (FSL) – Embedded SIGN via FSL App
Field Service Lightning (FSL) – Embedded FORM via FSL App (Preview/Fill/Sign)

PDF BUTLER DEPLOYMENT

Deployment – Agile Project Development
Deployment
Deployment – Doc Config Migration Wizard
Setup new environment (Salesforce.com Org)
Deployment – Command Line Interface (CLI) via SF CLI
Update a Butler App in Salesforce
Doc Config Backup and Restore for Admins

PDF BUTLER BY SALESFORCE PRODUCT

Service – Case Articles
Multi-currency Org
Community / Experience Cloud – Partner & Customer

PDF BUTLER BY DOC CONFIG

MAIN WORD / PDF
TEMPLATE WORD
EXCEL Generator
STATIC PDF
TABLE COLUMN REMOVER
EMAIL
PDF FORM FILLER
CSV – Character-separated value
PPTX – Powerpoint

PDF BUTLER TIPS & TRICKS

Checkboxes – how to show checked and unchecked boxes
Watermarks, show and hide the watermark in MS Word
Page Repeat – Print the same page for every record
Dynamically load templates
Auto-numbering
Get rid of white-spaces
Home page component
PDF/A
Approval History component
Handling MultiSelect Picklist values
Conditional Formatting
DocConfig Document Override
MS Word Sections
PDF Butler Usage Statistics
PDF Butler Async Delivery Option and After Actionables
PDF Butler Data Inspector (Butler Inspector)
Define your own styles for Hyperlinks
Enable Track Changes when generating a DOCX file
BEFORE Actionable to remove and flatten(print) form-fields
Dynamic PDF Passwords
Use Word Template with Embedded Fonts (Custom Fonts)

Multi-language, multi-locale, multi-currency, multi-template or multi-branding

Multi-language, multi-template or multi-branding, just add Alternatives!
Picklist translations DataSource
Formatting by customer or user locale
PHONE Number Formatting
Custom labels
Multi-currency Org
Salesforce CPQ Product Translations/Localizations

PDF BUTLER FAQ

FAQ – How to Reset the Registration Contact Email in PDF Butler
FAQ: why do I get error: “Argument 1 cannot be null”
FAQ: How do I assign Licenses?
FAQ: How do I Grant Login Access?
FAQ: Does PDF Butler work on a Scratch Org?
FAQ: When opening the PDF Butler config-screen, I get redirected to the home-page?
FAQ: Can we handle Library Files?
FAQ: Can we handle Encrypted Fields?
FAQ: Password reset or Forgot Password?
FAQ: How to add a SOQL Parameter By Actionable?
FAQ: Why Emails send from Salesforce end up in SPAM folder?
FAQ: How to lock / Encrypt a PDF after generation?
FAQ: Can we support Arabic and Right-to-left script?
FAQ: Can we store a file in an AWS S3 bucket?
FAQ: Can I get the list of Alternatives in Salesforce
FAQ: Have a textbox fixed to the bottom of the last page
Best Practices For Templates
FAQ: Email “Error while connecting to your Org”

PDF BUTLER Example Use Cases

Gift Card Use Case

PDF BUTLER - PEPPOL INTEGRATION

Peppol Invoicing for Salesforce: Setup & Configuration Guide
How to get promoted from the Test Network to the Peppol Network

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PDF BUTLER PACKS
Actionable DocuSign

Actionable DocuSign

< 1 min read

Create your document and sent it out for digital signature via DocuSign.

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Updated on 16 August 2024

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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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