CONTRACT LIFECYCLE MANAGEMENT
Negotiate and Finalize Contracts Without Leaving Salesforce
Collaborate, redline, and close, all from inside your CRM. Our CLM feature removes the friction from contract workflows so your team can move faster, together.
Trusted by 150,000+ users
Move every contract
from draft to signature
Give sales, legal, and operations one place to create,
review, approve, and finalize agreements.
Generate contracts directly from Opportunity records and Salesforce data, keeping every agreement connected to your CRM.
Edit clauses, add comments, review changes, and collaborate in real time without switching between platforms.
Build templates with sections, clauses, conditional logic, and related Salesforce data to make contract creation easier to scale.
Send contracts for approval and e-signature directly from Salesforce, helping teams move from negotiation to close faster.
Keep contracts connected to Salesforce records, approval history, email activity, and key contract details throughout the full lifecycle.
Document Automation That Grows With You
"With PDF Butler, our teams can control fields, layouts, logic, and formats instantly. It has allowed us to scale operations without adding systemic complexity."
Collaborate without version control issues
Redlining, comments, and revisions happen in a single workflow, ensuring clarity and control throughout negotiations.
Track contract status in real time
Teams can monitor where every contract stands, reducing delays and missed follow-ups.
Built for vendor, partner, and customer agreements
Supports MSAs, SOWs, employment contracts, and complex partner agreements with ease.
Manage renewals before they become risks
Set up renewal rules, reminders, and approvals in Salesforce, so teams can stay ahead of key dates and next steps.
PDF Butler's CLM lets you initiate, redline, negotiate, and execute contracts entirely within Salesforce, without switching to outside tools.
Yes, the entire contract negotiation process, including redlining, happens natively inside Salesforce with PDF Butler.
Yes, CLM includes a library of reusable clauses to speed up contract drafting.
Yes, every contract retains full version history so you can see exactly what changed and when.
Yes, built-in approval workflows route contracts for sign-off automatically as part of the negotiation process.
- ISO, HIPAA, GDPR Compliant
- No external data storage
- Enterprise-ready security
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