Blog
Everything You Need to Know About PDF Butler Before Dreamforce 2026
A lot has changed since Dreamforce 2025. Last year, we were focused on showing how PDF Butler could help Salesforce
Rana Sakallioglu
30 July 2026
Blogs
Read our stories below
Release Notes
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
Rosmer Herrera
30 July 2026
Blog
Inside the Salesforce Ecosystem Episode 23 with Tim Schuitemaker
After nearly 15 years in the Salesforce ecosystem, Tim Schuitemaker has worn many hats: consultant, engineer, founder, and product builder. Today, he is the Managing Director
Rana Sakallioglu
28 July 2026
Blog
Why Document Management & Collaboration Should Be Part of Your Salesforce Strategy
Salesforce stores the information that keeps your business moving: customer records, opportunities, contracts, quotes, and more. But what about the
Rana Sakallioglu
22 July 2026
Customer Stories
Moadon Loisirs, a Youth Education Association Automated Personalized Documents with PDF Butler
Moadon Loisirs is an informal education association whose mission is to develop and organize a wide range of enriching activities for
Rana Sakallioglu
16 July 2026
Customer Stories
A French Outdoor Advertising Company Automated Large-Scale Document Generation with PDF Butler
Philippe Védiaud Publicité is one of France’s major outdoor advertising companies, operating more than 20,000 advertising assets and over 40,000 display
Rana Sakallioglu
16 July 2026
Partner Success Stories
How AFAF Streamlined Member Management and Automated Document Generation with PDF Butler
The patients’ advocacy group Association Française de l’Ataxie de Friedreich (AFAF) needed a more efficient way to manage members, donations, and administrative documents, all while
Rana Sakallioglu
9 July 2026
Release Notes
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
Rosmer Herrera
29 June 2026
Blog
Inside the Salesforce Ecosystem Episode 22 with Jennifer Ndlovu
On this episode of Inside the Salesforce Ecosystem, we sat down with Salesforce MVP Jennifer Ndlovu, Sales and Marketing Systems Administrator at FlashAcademy and founder of African Women
Rana Sakallioglu
29 June 2026
Blog
5 Manufacturing Companies That Automate Their Salesforce Document Workflows with PDF Butler
Manufacturing companies operate in highly complex environments. From procurement and sales to field services and supply chain management, teams depend
Rana Sakallioglu
18 June 2026
Blog
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
Rosmer Herrera
8 June 2026
Blog
Inside the Salesforce Ecosystem Episode 21 with Andy Engin Utkan, Founder at Flow Canvas Academy & Salesforce Break
Our guest today is someone who has made it his mission to help admins and developers turn messy business processes
Rana Sakallioglu
19 May 2026
Blog
PDF Butler vs. OmniStudio: Which Document Tool Actually Fits Your Team?
Organizations using Salesforce often need a more scalable and flexible way to generate documents like proposals, contracts, invoices, onboarding packages, and compliance
Rana Sakallioglu
18 May 2026
Release Notes
April Release Notes
This April, we’re introducing updates that give you more flexibility and control across the entire document lifecycle. From editing documents
Rosmer Herrera
30 April 2026
Blog
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
Rosmer Herrera
23 April 2026
Customer Stories
Why Tremila Advisory Group moved away from a leading doc-gen solution and chose PDF Butler
Tremila Advisory Group is a premier buy-side acquisition search and advisory firm headquartered in Newport Beach, California. With over 70 years of
Rana Sakallioglu
17 April 2026
Partner Success Stories
PDF Butler + Horsa Grow Partner Success Story
Horsa Grow is part of the Horsa Group and specializes in Salesforce consulting and implementation. As a certified Salesforce reseller partner, the company
Rana Sakallioglu
10 April 2026
Blog
Inside the Salesforce Ecosystem Episode 20 with Michael J. Fox, Solutions Engineer at PDF Butler
In this episode of Inside the Salesforce Ecosystem, we’re joined by Michael J. Fox, Solutions Engineer at PDF Butler. Because of the name similarity,
Rana Sakallioglu
9 April 2026
Release Notes
March Release Notes
This month’s updates focus on making everyday document workflows more reliable and easier to manage. From stricter data validation to
Rosmer Herrera
30 March 2026
Customer Stories
Invest Komfort Saves Time on Complex Sales Documents with PDF Butler
Invest Komfort is a Polish residential real estate development company that has been operating in the market since 1995. Focused on delivering high-quality
Rana Sakallioglu
25 March 2026
Blog
When Is It Time to Replace Your Legacy Document Tool in Salesforce?
For many teams, Salesforce document generation is one of those things that works until it very clearly doesn’t. So how
Rana Sakallioglu
10 March 2026
Blog
Inside the Salesforce Ecosystem Episode 19: Women’s Day Special with Heather Black, CEO of Supermums
For the International Women’s Day special episode of Inside the Salesforce Ecosystem, we had the privilege of speaking with Heather Black, Founder
Rana Sakallioglu
8 March 2026
Customer Stories
Vantage Rent Streamlines Rental Document Generation with PDF Butler
Vantage Rent is a real estate development company operating on the Polish property market, specializing in long-term residential rentals. The company
Rana Sakallioglu
2 March 2026
Release Notes
February Release Notes
This release includes a mix of improvements, new features, and fixes across PDF Butler, SIGN Butler V2, FORM Butler, CONTRACT
Rosmer Herrera
26 February 2026
Partner Success Stories
PDF Butler + Wavy Apps Partner Success Story
At PDF Butler, we love partnering with teams who not only deliver successful Salesforce implementations but also build innovative solutions
Rana Sakallioglu
20 February 2026
Customer Stories
How GE Healthcare Improved Document Generation Efficiency with PDF Butler
GE Healthcare, a global leader in healthcare solutions and equipment manufacturing, operates across diverse regions around the world to deliver
Rana Sakallioglu
17 February 2026
Blog
Inside the Salesforce Ecosystem Episode 18 with Bijal Solanki, Co-Founder & Managing Director at Cloud Alliances Group
In episode 18 of our podcast, we’re joined by Bijal Solanki, co-founder and managing director at Cloud Alliances Group. Bijal spent over 10 years at
Rana Sakallioglu
17 February 2026
Release Notes
January Release Notes
This release includes a mix of improvements, new features, and fixes across PDF Butler, SIGN Butler V2, FORM Butler, and
Rosmer Herrera
29 January 2026
Customer Stories
Invest Appalachia Reduces Document Creation from Minutes to Seconds with PDF Butler
Invest Appalachia is a collaborative impact investment platform created by and for the people of Central Appalachia. Operating across Appalachian counties
Rana Sakallioglu
22 January 2026
Customer Stories
How Bredon West Uses PDF Butler to Deliver Professional Documents and Automate Complex Salesforce Processes
Bredon West is a boutique Salesforce consultancy that helps organizations design and deliver scalable Salesforce solutions. As a small, developer-led team, they work
Rana Sakallioglu
20 January 2026
Customer Stories
Celebrating 2025 Salesforce Partner Innovation Award Win with Our Customer Boat Bike Tours
Salesforce announced the winners of the 2025 Salesforce Partner Innovation Awards, recognizing partners who are delivering measurable transformation across industries. As
Rana Sakallioglu
17 December 2025
Customer Stories
Ariane Systems Transforms CPQ Document Generation with PDF Butler
Ariane Systems is the world leader in guest self-check-in and check-out solutions for the hotel industry. With more than 3,000 installations
Rana Sakallioglu
15 December 2025
Release Notes
November Release Notes
This month’s updates introduce new integrations, expanded capabilities for Web Forms, performance improvements, and additional configuration options that make your
Rosmer Herrera
28 November 2025
Customer Stories
Towson University Chooses PDF Butler for Document Automation
Towson University is a public university in Towson, Maryland, and one of the largest public institutions in the state. Founded
Rana Sakallioglu
24 November 2025
Blog
Inside the Salesforce Ecosystem Episode 17 with Bradley Rice, Founder at Talent Stacker
Today on Inside the Salesforce Ecosystem, we’re joined by someone who has helped thousands of people kickstart their Salesforce careers: Bradley Rice.
Rana Sakallioglu
20 November 2025
Customer Stories
Protinus IT Simplifies Quotation Management with PDF Butler
Founded in 2000, Protinus IT specializes in managed sourcing, helping organizations find, manage, and deliver the right IT solutions. “We
ivana
12 November 2025
Blog
Community Spotlight: Jennifer Ndlovu
Meet Jennifer Ndlovu! Based in Zimbabwe, Jennifer is a Salesforce MVP and Sales and Marketing Systems Administrator at Flash Academy. She’s also the
Rana Sakallioglu
5 November 2025
Release Notes
October Release Notes
This month’s updates bring new validation rules to ensure smoother document configurations and a Qualified Electronic Signature (QES) integration with
Rosmer Herrera
31 October 2025
Blog
Inside the Salesforce Ecosystem Episode 16 with Matthias Matzen, Founder and Managing Director at CRM Intelligence
In this episode, Luke White sits down with Matthias Matzen, founder of CRM Intelligence, to talk about how sailing shaped
Rana Sakallioglu
23 October 2025
Blog
We’re More Than Document Generation: Introducing the New PDF Butler Features
When PDF Butler first launched, it had one clear purpose: to make document generation in Salesforce simple, powerful, and flexible.
Rosmer Herrera
17 October 2025
Blog
Community Spotlight: Warren Walters
This month, we’re excited to feature Warren Walters, a Salesforce engineer, mentor, and content creator whose work is inspiring the
Rana Sakallioglu
9 October 2025
Release Notes
September Release Notes
With this release, we continue to empower Salesforce users and partners with more flexibility, automation, and reliability across all PDF
Rosmer Herrera
29 September 2025
Blog
PDF Butler + Peppol Integration: Seamless e-Invoicing Directly from Salesforce
We’re excited to announce that PDF Butler now integrates with Peppol! Providing a seamless interface between Salesforce and the Peppol
Rana Sakallioglu
22 September 2025
Release Notes
August Release Notes
At PDF Butler, we’re always working hard to introduce new functionalities across all our products. Over the next three months,
Rosmer Herrera
1 September 2025
Blog
How to Land Your Next Salesforce Role: Tips and Resources You Need
Salesforce and its partner ecosystem are projected to generate 11.6 million jobs between 2022 and 2028, accompanied by more than
Rana Sakallioglu
27 August 2025
Blog
Community Spotlight: Tom Bassett
When you look at Tom Bassett’s journey in the Salesforce ecosystem, it’s hard not to be inspired. Today, he’s a
Rana Sakallioglu
18 August 2025
Blog
Inside the Salesforce Ecosystem Episode 15 with Talia Johnson, Account Executive at PDF Butler
Hey everyone, and welcome back to Inside the Salesforce Ecosystem! The podcast where we dive into the people, partnerships, and
Rana Sakallioglu
13 August 2025
Customer Stories
How a Leading Coffee Brand Brewed Up Contract Automation with PDF Butler
Strauss Coffee operates in 10 different countries around the world, has 16 brands, and has over 6,000 employees. Romania has
Rana Sakallioglu
12 August 2025
Partner Success Stories
PDF Butler + Apex IT Partner Success Story
Since 1997, Apex IT has been supporting organizations across the public sector, higher education, and commercial industries with award-winning solutions
Rana Sakallioglu
7 August 2025
Release Notes
July Release Notes
This month, we’ve focused on making your document workflows more seamless, secure, and customizable. From auto-generated PDF titles to smarter
Rosmer Herrera
31 July 2025
Blog
Inside the Salesforce Ecosystem Episode 14 with David Boukhors, CEO at Cloud Girafe
Welcome to Inside the Salesforce Ecosystem, where we dive deep with the leaders, experts, and innovators shaping the future of
Rana Sakallioglu
28 July 2025
Blog
5 Signs It’s Time to Change Your Salesforce Document Automation Provider
Document automation is supposed to make your life easier. But for many Salesforce teams, outdated or overly complex solutions are
Maria Soliven
18 July 2025
Blog
Inside the Salesforce Ecosystem: Episode 13 with Moez Chaabouni, Founder and President & CEO at Summit
Welcome back to Inside the Salesforce Ecosystem. The series where we dive into the stories and journeys that shape the
Rana Sakallioglu
4 July 2025
Customer Stories
Belgium’s Frozen Potato Leader Agristo Automates Salesforce Documents with PDF Butler
Agristo is a family-owned Belgian company and a global leader in the production of frozen potato products. With three production
Rana Sakallioglu
3 July 2025
Release Notes
June Release Notes
We’re always working to make the PDF Butler Suite faster, smarter, and more powerful across your Salesforce workflows. Our June
Rosmer Herrera
30 June 2025
Customer Stories
How CLAAS Achieved 5x Faster Salesforce Documents with PDF Butler
CLAAS is a globally recognized manufacturer of agricultural machinery, founded in 1913 and headquartered in Germany. Known for its innovation
Rana Sakallioglu
23 June 2025
Customer Stories
Customer Story: Uptime Group
Founded in 2001, Uptime Group is part of the Cronos Group, a network of 750 IT companies offering specialized services.
Maria Soliven
10 June 2025
Blog
How Automotive Leaders Use PDF Butler for End-to-End Salesforce Document Automation
Speed, precision, and seamless communication across dealerships, suppliers, and service networks are essential in the automotive industry. Managing high volumes
Rana Sakallioglu
4 June 2025
Release Notes
May Release Notes
May brought a fresh wave of improvements and features across the entire PDF Butler product suite. From speed enhancements and
Rosmer Herrera
29 May 2025
Blog
Inside the Salesforce Ecosystem: Episode 12 with Jean-Se Dorais, Founder & CEO at 21 Knots
Welcome to Inside the Salesforce Ecosystem, where we dive deep with the experts, leaders, and innovators shaping the future of
Rana Sakallioglu
26 May 2025
Customer Stories
How Aggreko Standardized Document Generation Across Salesforce with PDF Butler
Aggreko is a global supplier of temporary power, temperature control, and energy solutions headquartered in Glasgow, Scotland. Recently, they started
Rana Sakallioglu
20 May 2025
Blog
Community Spotlight: ThankGod Onyekachukwu Okoro
Meet ThankGod Onyekachukwu Okoro! Hailing from Lagos, Nigeria, ThankGod is a Salesforce administrator, mentor, and passionate advocate for African Trailblazers
Rana Sakallioglu
19 May 2025
Partner Success Stories
PDF Butler + ACTUM Digital Partner Success Story
With over 28 years in business, ACTUM Digital has become a trusted consulting and implementation partner, helping organizations stay competitive
Rana Sakallioglu
15 May 2025
Blog
Inside the Salesforce Ecosystem: Episode 11 with Zak Kaufman, Co-Founder & CEO of Vera Solutions
Welcome to Inside the Salesforce Ecosystem, where we dive deep with the leaders, experts, and innovators shaping the future of
Rana Sakallioglu
7 May 2025
Release Notes
April Release Notes
At PDF Butler, we are committed to continually enhancing our products to help you work smarter, faster, and more securely
Rosmer Herrera
1 May 2025
Blog
Community Spotlight: Talia Johnson
Meet Talia Johnson! She’s a Salesforce Certified UX Designer, Admin, and Business Analyst and a passionate community leader known for
Rana Sakallioglu
28 April 2025
Customer Stories
Qube Switches to PDF Butler for Quote Generation
Qube is Australia’s largest provider of integrated logistics services, operating across more than 200 locations in Australia, New Zealand, and
Rana Sakallioglu
22 April 2025
Blog
Best Document Generation Tools for Salesforce [2025 Comparison Guide]
For Salesforce users, choosing the right document generation solution isn’t just a nice-to-have; it’s critical for efficiency, accuracy, and scalability.
Maria Soliven
20 April 2025
Customer Stories
Customer Story: DPG Media
DPG Media is a Belgian media group operating across Belgium and the Netherlands. The company provides a wide range of
Rana Sakallioglu
15 April 2025
Blog
Inside the Salesforce Ecosystem Episode 10 with Igor Stuyver, Founder & CEO at PDF Butler
Welcome to a very special episode of Inside the Salesforce Ecosystem! The very first in-person episode, and we’re delighted to be joined by the CEO
Rana Sakallioglu
15 April 2025
Customer Stories
Customer Story: Business Profilers
Business Profilers is a company that combines the expertise of a venue finder and a business tourism agency to support
Maria Soliven
4 April 2025
Blog
Inside the Salesforce Ecosystem: Episode 9 with Rebecca Aichholzer, Customer Success Consultant at VISEO
Welcome to Inside the Salesforce Ecosystem, where we dive deep with the leaders, experts, and innovators shaping the future of
Rana Sakallioglu
2 April 2025
Release Notes
March Release Notes: Multi-Tenant Support for SharePoint and More Features & Fixes
March brings a range of updates across PDF Butler, SIGN Butler, FORM Butler, and COLLABORATION Butler. This release focuses on
Rosmer Herrera
31 March 2025
Customer Stories
Customer Story: KUPU
Established in 2007, KUPU is a non-profit organization based in Honolulu with a mission to empower youth to serve their
Rana Sakallioglu
24 March 2025
Blog
Community Spotlight: Scott Stafford’s Salesforce Journey and Building a Personal Brand
Scott Stafford is a Certified Architect, AI & DevOps Specialist, and Technology Evangelist at Peeklogic. With 25x Salesforce certifications, Scott
Rana Sakallioglu
20 March 2025
Blog
Inside the Salesforce Ecosystem Episode 8 with Mark Layzelle, Co-founder and Head of Experience at DAY ONE Software
Welcome to Inside the Salesforce Ecosystem, where we dive deep with the leaders, experts, and innovators shaping the future of
Rana Sakallioglu
17 March 2025
Blog
The Top Challenges in Salesforce Document Generation and How to Solve Them
Salesforce users rely on document generation for contracts, invoices, and reports. However, solutions on the market come with limitations that
Rana Sakallioglu
4 March 2025
Release Notes
February Release Notes: Smarter Doc-Gen, Improved UI, and More
We’ve rolled out some exciting updates across PDF Butler, SIGN Butler, FORM Butler, and COLLABORATION Butler to make document generation
Rosmer Herrera
26 February 2025
Customer Stories
Ironfish’s Move to PDF Butler: A Better Way to Generate Invoices
Ironfish is a property investment company with a mission to help families achieve financial well-being through property investment. Founded in
Rana Sakallıoğlu
20 February 2025
Blog
Inside the Salesforce Ecosystem: Episode 7 with Tommaso Santini, Sales Manager at Aeonvis
Welcome to the 6th episode of Inside the Salesforce Ecosystem, where we dive deep with the experts and trailblazers shaping
ivana
18 February 2025
Blog
10 Resources for Salesforce Admins to Follow in 2025
The Salesforce ecosystem is always changing, and keeping up means having the right learning tools, communities, and mentors. Whether you’re
Rana Sakallıoğlu
14 February 2025
Blog
Mia Pacey’s Path to the Golden Hoodie: Giving Back to the Salesforce Community
Mia Pacey has built an impressive career in the Salesforce ecosystem, blending her passion for technology, teaching, and community building.
Rana Sakallioglu
10 February 2025
Blog
Inside the Salesforce Ecosystem: Episode 6 with Daris Paulino, Salesforce Consultant and CEO at Lightning Leap Consulting
Welcome to the 6th episode of Inside the Salesforce Ecosystem, where we dive deep with the experts and trailblazers shaping
Rana Sakallioglu
5 February 2025
Release Notes
January Release Notes: E-Invoicing Updates, New Webforms Features and More
We’re kicking off 2025 with a set of powerful updates across our products! From improving accessibility in PDFs to streamlining
Rosmer Herrera
30 January 2025
Blog
Mastering Consulting Excellence and Driving Success Through Empathy with Pei Mun Lim
Pei Mun Lim is a trailblazer in the Salesforce ecosystem, with over 30 years of experience spanning Microsoft and Salesforce.
Rana Sakallioglu
28 January 2025
Blog
PDF Butler’s Commitment to Security, Compliance, and Reliable Document Generation
At PDF Butler, security and compliance are the foundation of everything we do. Along with meeting key certifications and legal
Maria Soliven
25 January 2025
Blog
Inside the Salesforce Ecosystem: Episode 5 with Jack Linstead, Senior Managed Service Consultant at Alicorn Digital
Welcome to the fifth episode of Inside the Salesforce Ecosystem, where we highlight inspiring professionals shaping the Salesforce community. This
Rana Sakallioglu
23 January 2025
Blog
6 Salesforce ISVs You Need to Explore in 2025
Salesforce’s AppExchange ecosystem offers countless tools designed to enhance productivity and solve business challenges. Independent Software Vendors (ISVs) are at
Rana Sakallioglu
20 January 2025
Release Notes
December Release Notes: Wrapping Up 2024 with New Features
As the new year begins, we’re excited to share the latest updates across PDF Butler’s suite of tools, designed to
Rosmer Herrera
15 January 2025
Blog
Inside the Salesforce Ecosystem: Episode 4 with Brian Collins, VP of Growth and Marketing at Pimly
Welcome to the 4th episode of Inside the Salesforce Ecosystem, where we highlight inspiring professionals shaping the Salesforce community. This
Rana Sakallioglu
13 January 2025
Blog
Inside the Salesforce Ecosystem: Episode 3 with Antony Daley, Senior Solutions Consultant at Hyphen8
Inside the Salesforce Ecosystem: Episode 3 with Antony Daley, Senior Solutions Consultant at Hyphen8 Welcome to the third episode of
Rana Sakallioglu
2 January 2025
Customer Stories
Anglican Aid Saves Time and Improves Donor Experiences with PDF Butler
Anglican Aid, an overseas relief and aid agency of the Anglican Church of Sydney Australia, partners with local churches and
Rana Sakallioglu
17 December 2024
Blog
Empowering Trailblazers: The Salesforce Journey of Mauricio Alexandre Silva
Meet Mauricio! Mauricio Alexandre Silva is a 22x Salesforce Certified Salesforce Architect, Salesforce MVP, Trailhead Credential Ambassador, Salesforce Mentor, and
Rana Sakallioglu
16 December 2024
Blog
Inside the Salesforce Ecosystem: Episode 2 – Wesley Bik, Salesforce Consultant at Brightfox Netherlands
Welcome to Inside the Salesforce Ecosystem, where we talk to leading experts and Trailblazers shaping the future of Salesforce. In
Rana Sakallioglu
12 December 2024
Customer Stories
Brundage Group Optimizes Salesforce Document Management and Boosts Efficiency with PDF Butler
Brundage Group, a leader in revenue cycle management solutions, is the trusted partner of hospital systems for effective documentation education
Rana Sakallioglu
11 December 2024
Blog
Salesforce Document Management for Healthcare Providers
In the healthcare industry’s shift from paper to digital for patient records, invoicing, and insurance claims, PDF Butler provides a
Rana Sakallioglu
4 December 2024
Blog
Inside the Salesforce Ecosystem: Episode 1 – Ewen Clark, Solution Architect at mywage
Welcome to the first episode of Inside the Salesforce Ecosystem, where we talk to leading experts and Trailblazers shaping the
ivana
29 November 2024
Blog
Building Success in the Salesforce Ecosystem with Vanessa Grant
Vanessa Grant is a 12x Certified Salesforce Business Analyst, freelance Salesforce Consultant, and co-host of the Salesforce Career Show podcast.
Rana Sakallioglu
28 November 2024
Release Notes
November Release Notes: What’s New in PDF Butler?
In November, we brought some exciting updates across our suite of Butler solutions, delivering new features, fixes, and integrations to
Rosmer Herrera
27 November 2024
Blog
5 Reasons Why You Should Choose SIGN Butler for Salesforce Electronic Signatures
Electronic signatures (e-signatures) have changed the way businesses handle documents in Salesforce, making it possible to sign contracts instantly from
Maria Soliven
26 November 2024