BATCH GENERATION
Automate bulk documents at scale
Generate thousands of documents without the manual overhead. PDF Butler lets teams schedule or trigger high-volume document runs directly from Salesforce.
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Batch generation built for
speed and scale
Turn one template into thousands of documents, fast.
Automate document runs while keeping full control over data, logic, and output format.
Schedule recurring runs or trigger batches with your Salesforce logic.
Output as a single merged file, or individual files in a .zip archive.
Configure one template and reuse across different use-cases.
Works directly with standard and custom objects.
Document Automation That Grows With You
"A lot of sample requests were in the past manually done and manually copied. Now it’s just all automated and all generated automatically by PDF Butler.”
Trigger or schedule with Salesforce logic
Documents can be generated based on Salesforce events, workflows, or schedules, ensuring the right documents are created at exactly the right time.
Maintain personalization at scale
Even in bulk, each document can reflect unique data, conditions, and formatting rules, without sacrificing speed or accuracy.
Built for recurring operational workflows
Ideal for renewals, invoices, summaries, acknowledgments, and large-scale communications, batch generation scales without added overhead.
Multiple formats, one automated process
Create high-volume outputs across PDF, DOCX, PPTX, and XLS without rebuilding the same workflow for every file type.
PDF Butler Batch Generation FAQs
Have more questions?
Go to Academy or Contact Us.
Batch Generation runs document generation at scale, creating thousands of documents from Salesforce in a single run.
It's triggered through Salesforce Automation, so documents generate based on the logic you define.
No, once configured, batch generation runs hands-free without ongoing manual input.
Yes, output can be delivered as a single merged file or as a zipped collection.
It requires only a one-time setup before running automatically going forward.
- ISO, HIPAA, GDPR Compliant
- No external data storage
- Enterprise-ready security
Ready to Automate Every Document?
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