Author name: Rosmer Herrera

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October Release Notes

October updates focus on improving the signing experience, expanding document configuration options, and making collaboration components accessible in more languages. Here’s a closer look at the new features, improvements, and fixes included in the October release.  Digital Signature (SIGN Butler V2)  Current version: v1.315  Download URL: /packaging/installPackage.apexp?p0=04tWU000000WfL1   New Feature: Warning for Multiple Signing Sessions 

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3 Ways PDF Butler Is Bringing AI Into Document Automation

Artificial intelligence is opening up new possibilities for how people interact with technology, learn new skills, and build solutions. Instead of navigating through multiple screens, learning where every setting is located, or manually moving information from one system to another, users can increasingly describe what they need and let technology handle the steps behind the

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August Release Notes

Document Generation (PDF Butler: v 1.532) Current Version: 26/08/2026 Download URL: /packaging/installPackage.apexp?p0=04tQy000000YVeW Security Improvements: We added new security improvements to our servers to make transaction handling stronger and more efficient. No action is needed; all our customers are already using these new features. New Feature – Relink Functionality for PPTX, Excel, and Email Doc Configs:

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PDF Butler now works with EvroTrust

When signing important documents, not every situation requires the same level of security or identity verification. PDF Butler’s Digital Signature (SIGN Butler) supports different types of electronic signatures, from basic signing methods to more advanced and qualified signatures.  Evrotrust provides a secure, identity-verified signing experience by using the Evrotrust mobile app to authenticate the signer.

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July Release Notes

Document & Batch Generation (PDF Butler v1.529) Current Version: 24/07/2026Download: /packaging/installPackage.apexp?p0=04tQy000000WgxQ Major Update – Salesforce Security Update: We are now fully compliant with Salesforce’s new security updates. Our team worked hard to ensure that all our products meet the new security requirements. We strongly recommend updating to the latest version of the packages. New Feature

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June Release Notes

Here’s what’s new across the PDF Butler platform this month, including new features, product enhancements, and an important Salesforce security update. We recommend upgrading to the latest package versions to ensure compatibility with Salesforce’s latest security requirements. Document & Batch Generation (PDF Butler)  Current Version: 1.521 (Released: 04/06/2026) Download URL: /packaging/installPackage.apexp?p0=04tQy000000Vwo8 Major Update – Salesforce Security Compliance: PDF

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Turn PDFs into Salesforce Records Automatically with Document Extractor

Manual data entry remains one of the biggest bottlenecks in document-driven processes. Whether it’s invoices, onboarding forms, contracts, quotes, or applications, teams often spend countless hours reviewing documents, extracting information, and manually entering data into Salesforce. The process is repetitive, time-consuming, and prone to human error. That’s why we added Document Extractor, the newest addition to

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April Release Notes

This April, we’re introducing updates that give you more flexibility and control across the entire document lifecycle. From editing documents after generation to managing contract renewals and improving signing workflows, these enhancements are built to reduce friction and help your teams move faster.  Here’s what’s new:  Document & Batch Generation (PDF Butler)  Current Version: 1.514 (Released) – 26/04/2026  Download URL: /packaging/installPackage.apexp?p0=04tQy000000UwAG  Document Editor (New Feature): Make quick

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Introducing PDF Butler’s Newest Feature: Document Editor

In most document workflows, once a document is generated, it is essentially locked. Even a small change, such as a pricing adjustment, a typo, or a contract clause, requires going back, updating templates or source data, and regenerating the entire document.  PDF Butler’s new Document Editor changes that completely.  With Document Editor, you gain full control over your documents at the most critical

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