FINANCIAL SERVICES
Document automation for financial services
PDF Butler helps teams generate, approve, sign, and store documents from Salesforce while keeping sensitive data secure and audit-ready.
Trusted by 150,000+ users
From Salesforce record to
client-ready output
Manage high-volume financial documents with speed, accuracy, and control.
Generate proposals, fund summaries, agreements, and policy documents using live Salesforce data.
Review, edit, approve, and sign documents from one connected workflow.
Collect and manage sensitive information without relying on disconnected tools.
Keep every document, version, and signature traceable from the customer record.
Common Use Cases
Real Teams. Real Results.
See how financial companies use PDF Butler to automate documents, connect data,
and keep workflows moving inside Salesforce.
IGM Technology
“You can create complex proposals in a second. It’s really a no-brainer.”
Leigh Solomon
Vice President of Strategic Growth
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Brundage Group
“PDF Butler saved us about 80 hours during the setup phase alone, and ongoing maintenance is much easier.”
Aaron O’Brien
Senior Director of Product Development
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Invest Appalachia
“We went from 10 to 20 minutes per document down to just seconds.”
Mae Humiston
Director of Grants and Operations
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Compliance and security, built in
Keep sensitive financial documents secure, traceable, and audit-ready while supporting ISO and GDPR requirements.
Beyond document generation
Connect data collection, document generation, editing, signatures, storage, and collaboration in one Salesforce-centered workflow.
Collect signatures without leaving Salesforce
Send agreements for signature, track progress, and maintain a complete audit trail from the customer record.
Built for claims and lifecycle workflows
Automate claims, onboarding, servicing, and partner documents using the data already in Salesforce.
- 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.