DYNAMIC FORMS
Turn Form Submissions Into Salesforce Data
Build branded forms that capture information and update Salesforce in real time, helping your team reduce manual entry, avoid errors, and trigger the next step faster.
Trusted by 150,000+ users
Easily Collect and Update
Salesforce Records
Turn form submissions into clean Salesforce data,
with every response mapped to the right record, process, or next step.
Launch new forms in minutes.
Use on websites, portals, or Salesforce Communities.
Forms update Salesforce in real time.
Every form matches your corporate look and feel.
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."
Structured data collection that feeds Salesforce
Dynamic Forms collect information from customers, partners, or internal teams and write it directly back to Salesforce records.
Eliminate manual entry and back-and-forth
Form submissions update records instantly, reducing errors, rework, and delays across downstream processes.
Fully branded and flexible deployment
Forms can be embedded on websites, portals, or Salesforce Communities while maintaining your branding and logic.
Power automated document workflows
Collected data can trigger document generation, approvals, and signatures, connecting forms seamlessly to your document processes.
Dynamic Forms let you collect data and update Salesforce records through custom forms, without exporting data or re-entering it manually.
No. Dynamic Forms use a drag-and-drop builder, so forms can be created and updated without writing code.
Yes, Dynamic Forms support attachment uploads as part of any form submission.
Dynamic Forms can be embedded anywhere, including websites, client portals, and shared links.
By writing form submissions directly into Salesforce with no export-and-import step, Dynamic Forms remove one of the most common sources of manual data errors.
- ISO, HIPAA, GDPR Compliant
- No external data storage
- Enterprise-ready security
Ready to Automate Every Document?
Let's make your document processes faster, smarter, and more scalable.
