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A lot has changed since Dreamforce 2025. Last year, we were focused on showing how PDF Butler could help Salesforce teams automate document generation and move away from manual, time-consuming processes. Since then, PDF Butler has continued to evolve. Today, document generation is still at the core of what we do. But the platform now

Salesforce stores the information that keeps your business moving: customer records, opportunities, contracts, quotes, and more. But what about the documents connected to those records? Many organizations still rely on scattered folders, email attachments, or disconnected file-sharing platforms to manage critical documents. As businesses grow, this creates a set of challenges: duplicate files, outdated versions,

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

Organizations using Salesforce often need a more scalable and flexible way to generate documents like proposals, contracts, invoices, onboarding packages, and compliance documents. Two common approaches inside the Salesforce ecosystem are Salesforce OmniStudio and PDF Butler. While both solutions support document generation inside Salesforce, they are designed for different types of users, use cases, and operational complexity. This article compares both

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