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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
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SIGN BUTLER V2

SIGN BUTLER V2 – the complete guide.
SIGN BUTLER V2 – Setup, Register & config steps
SIGN Butler V2 – Sign Request Info Component
SIGN BUTLER V2 – SIGN_PLACEHOLDER ConfigType with PDF Butler
SIGN BUTLER V2 – Custom Lightning Email Templates
SIGN BUTLER V2 – Use VisualForce page as PDF document to sign
SIGN BUTLER V2 – Certificate of Completion (CoC)
SIGN BUTLER V2 – Custom Branding
SIGN Butler V2 – Expiry overview – Reminder, Warning and Expiration mails from batch jobs
SIGN BUTLER V2 – Custom emails with extra email fields
SIGN BUTLER V2 – Receivers
SIGN BUTLER V2 – Form Fields
SIGN BUTLER V2 – Signing URL Expiration
SIGN BUTLER V2 – After Signing Actionables
SIGN BUTLER V2 – Reassign from the SIGN Request record
SIGN BUTLER V2 – Reassign by the Signer
SIGN BUTLER V2 – Redirect a Signer to a URL after completing the SIGN Request
SIGN BUTLER V2 – Open SIGN Request directly
SIGN BUTLER V2 – Signing page translations
SIGN BUTLER V2 – Dynamic number of signers
SIGN BUTLER V2 – API Overview
SIGN BUTLER V2 – Parallel Signing
SIGN BUTLER V2 – Manual SIGN Request
SIGN BUTLER V2 – Postman documentation
SIGN BUTLER V2 – SIGN Request Sharing Rules
SIGN BUTLER V2 – Upload Image For Signing
SIGN BUTLER V2 – Bulk Signing – My Pending SIGN Requests
SIGN Butler V2 – Sign Now
SIGN BUTLER V2 – In-Person Signing
SIGN BUTLER V2 – Control the FROM address for SIGN Butler Emails
SIGN BUTLER V2 – Add Approvers, Signers, Receivers and Fillers via Flow
SIGN BUTLER V2 – Stand Alone
SIGN Butler V2 – Download unsigned document from SIGN Request page
SIGN Butler V2 – Control SIGN Request actions by User
SIGN Butler V2 – Chained SIGN Requests with the Same Doc Config
SIGN Butler V2 – Chained existing SIGN Requests
SIGN Butler V2 – Generate a SIGN Request with an external document without Sign Placeholder via APEX
SIGN Butler V2 – Document Filler
SIGN BUTLER V2 – Upload documents
SIGN BUTLER V2 – Embedded Sign
SIGN Butler V2 – Embedded SIGN via Actionable (from Add-on package)
SIGN BUTLER V2 – Embedded Sign Url from Flow
SIGN Butler V2 – Expire or Revoke via Flow
SIGN Butler V2 – SIGN By SMS OTP
SIGN Butler V2 – Forward to Manual SIGN
SIGN Butler V2 – Pagination in signing UI
SIGN Butler V2 – Set Email Logging Activity on SIGN Request Template
SIGN Butler V2 – Witness signer
SIGN Butler V2 – Group Signing
SIGN BUTLER V2 – Advance Electronic Signature (AES) – iDIN signer identification for the Netherlands
SIGN Butler V2 – Qualified Electronic Signature (QES) – ItsMe
SIGN Butler V2 – Qualified Electronic Signature (QES) – A Trust
SIGN Butler V2 – Qualified Electronic Signature (QES) – Belgian eID-card
SIGN Butler V2 – Qualified Electronic Signature (QES) – Evrotrust
SIGN Butler V2 – Control SIGN Request actions by User
SIGN Butler V2 – Print SIGN Request Id on each page of each document
SIGN Butler V2 – Common mistakes – part 1
SIGN Butler V2 – Common mistakes – part 2
SIGN BUTLER V2 – Add a Redirection URL when a Sign Request is Rejected
SIGN BUTLER V2 – Custom Behavior on the Signing Page
SIGN BUTLER V2 – Enable initials within a Sign Request
SIGN BUTLER V2 – INITIAL_PLACEHOLDER ConfigType with PDF Butler
SIGN BUTLER V2 – Approver Stakeholder Role
SIGN BUTLER V2 – Send Sign Email with Recipients in CC
SIGN BUTLER V2 – Retrieve SIGN Request Signer (Stakeholders) details via FLOW
Redirect To Manual Sign with Pre-Populated Data
SIGN BUTLER V2 – Dashboards and Reports
SIGN Butler V2 – Configuring a Dynamic Reply-To Address
SIGN Butler V2 – Security Settings for Sign Requests

SIGN BUTLER FAQ

FAQ – How to Register for SIGN Butler

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SIGN BUTLER V2 – Custom Branding

SIGN BUTLER V2 – Custom Branding

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