Product

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 As businesses grow, this creates a set of challenges: duplicate files, outdated versions,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

For many teams, Salesforce document generation is one of those things that works until it very clearly doesn’t.  So how do you know when it’s truly time to replace it?  This article is written for Salesforce Admins, RevOps leaders, and decision-makers who own Salesforce processes and need their document workflows to scale as reliably as

When PDF Butler first launched, it had one clear purpose: to make document generation in Salesforce simple, powerful, and flexible. Our founder, Igor Stuyver, a Salesforce Architect, saw teams wasting time on copy-pasting data, formatting endless templates, and chasing signatures through scattered tools. Traditional solutions were clunky, technical, and slow, leaving admins and consultants searching

We’re excited to announce that PDF Butler now integrates with Peppol! Providing a seamless interface between Salesforce and the Peppol Network, making it easy to manage e-invoicing from start to finish right inside your CRM.  Why E-Invoicing Matters More Than Ever  Across Europe and beyond, e-invoicing is no longer a nice-to-have, it’s quickly becoming mandatory.

Document automation is supposed to make your life easier. But for many Salesforce teams, outdated or overly complex solutions are doing the opposite. If your current setup is slowing you down, you’re not alone… It might be time to explore a better way.  At PDF Butler, we’ve helped companies like CLAAS, Aggreko, GE Healthcare, and

For Salesforce users, choosing the right document generation solution isn’t just a nice-to-have; it’s critical for efficiency, accuracy, and scalability. In a Salesforce environment, the right solution can streamline complex processes, reduce errors, and free up your team to focus on what really matters. In this blog, we compare some of the most popular document