- 4.99 stars on AppExchange
Your End-to-End
Document Automation Platform
for Salesforce.
Automate your documents. Accelerate your revenue.
Built natively for Salesforce teams that need speed, flexibility, and scale.
Trusted by 150,000+ users
Platform Overview
Quicker, Smarter, More Flexible Documents.
All in Salesforce.
Go Beyond traditional OCR.
Capture document data with context, structure, and business logic, then turn it into Salesforce records your team can use right away.
Easily collect and update Salesforce records.
Capture accurate data through dynamic forms and sync it directly to Salesforce. Reduce errors, eliminate manual updates, and keep every record aligned.
Manage contracts directly from Salesforce.
From creation to renewal, handle every stage of the contract process without leaving Salesforce.
Generate personalized, branded documents with one click.
Turn Salesforce data into accurate, on-brand documents for proposals, product sheets, reports, and more. Templates are easy to set up, customize, and maintain.
Automate bulk documents at scale.
Create thousands of personalized documents from entire record sets. Run batch jobs manually, on a schedule, or through triggers while keeping every output consistent.
Send and sign documents directly from Salesforce.
Track every step with a complete audit trail and reduce turnaround times significantly.
Keep every document organized and connected.
Collaborate through SharePoint or Google Drive while keeping documents linked to the right Salesforce records. Track versions, align teams, and avoid scattered files.
Use AI to speed up document work.
Let our agent handle document drafting and extraction - all connected to your Salesforce records. Save hours of manual work every week.
Go Beyond traditional OCR.
Capture document data with context, structure, and business logic, then turn it into Salesforce records your team can use right away.
Easily collect and update Salesforce records.
Capture accurate data through dynamic forms and sync it directly to Salesforce. Reduce errors, eliminate manual updates, and keep every record aligned.
Manage contracts directly from Salesforce.
From creation to renewal, handle every stage of the contract process without leaving Salesforce.
Generate customized documents with one click.
Turn Salesforce data into accurate, on-brand documents for proposals, product sheets, reports, and more. Templates are easy to set up, customize, and maintain.
Process thousands of documents in one click.
Create thousands of personalized documents from entire record sets. Run batch jobs manually, on a schedule, or through triggers while keeping every output consistent.
Send and sign documents directly from Salesforce.
Track every step with a complete audit trail and reduce turnaround times significantly.
Keep every document organized and connected.
Collaborate through SharePoint or Google Drive while keeping documents linked to the right Salesforce records. Track versions, align teams, and avoid scattered files.
Use AI to speed up document work.
Let our agent handle document drafting and extraction - all connected to your Salesforce records. Save hours of manual work every week.
Real Teams. Real Results.
See how companies use PDF Butler to automate documents, connect data,
and keep workflows moving inside Salesforce.
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
Read More »
GE Healthcare
“When it comes to our large orders, we can process close to 600 items or even 800. PDF Butler works quickly, which is essential for our operations.”
Devibalan Devidas
Senior Director of Application Engineering
Read More »
CARE
“We used to handle end-of-year tax receipts manually, printing and mailing around 6,000 receipts. Now, donors receive their tax receipts automatically via email without us lifting a finger.”
Arnaud Charlier
Head of Data and Platform Performance
Read More »Everything Your Document Workflow Needs,
Inside Salesforce
PDF Butler helps teams move faster with flexible templates,
automated processes, and documents that stay connected to your CRM data.
Built for Salesforce Teams in Any Industry
Whether you’re closing deals, managing compliance, or sending donor receipts —
PDF Butler adapts to how your industry works.
Manufacturing
Generate proposals, line cards, and product sheets directly from Salesforce in seconds.
Discover More ››Financial Services
Automate client agreements, policy documents, and reports with full compliance.
Discover More ››Healthcare
Manage patient intake forms, consent documents, and care plans without leaving Salesforce.
Discover More ››Education
Streamline enrollment documents, certificates, and reports across your institution.
Discover More ››Real Estate
Generate lease agreements, property listings, and offer letters at scale.
Discover More ››Non-profits
Automate grant proposals, donor agreements, and impact reports effortlessly.
Discover More ››- 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.
