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 for something that actually worked with Salesforce, not against it.
“When I started PDF Butler, I knew it had to be different. The existing solutions weren’t meeting customer expectations, and there was a lot of pushback,” says Igor.
And that’s how PDF Butler was born. A product designed to simplify document automation and give Salesforce users full control over how their documents are created, personalized, and delivered.
What’s Inside the New PDF Butler
Over the years, our customers’ needs evolved, and so did we.
PDF Butler is now your end-to-end document automation platform for Salesforce. Bringing all capabilities together in one consistent, powerful experience.
Here’s what the full platform can do today:
- Dynamic Forms: Collect and update Salesforce records directly.
- Document & Batch Generation: Automate document creation at any scale.
- Contract Lifecycle Management: Negotiate, approve, and manage agreements.
- Digital Signature: Send documents for signature and track every step.
- Document Management & Collaboration: Collaborate on Google Drive and SharePoint without leaving Salesforce.
- Document Agent (NEW): Put AI to work for you.
Meet Document Agent
We’ve been hinting at it for a while, and now it’s here: Document Agent.
Think of it as your digital assistant inside Salesforce. Document Agent automates every step of your document journey: from generation to delivery, signing, and notifications, all based on triggers you define.
It’s like having a personal butler who takes care of repetitive work so your team can focus on what actually matters: relationships, deals, and results.
Why This Matters
Copy-pasting data.
Formatting templates.
Chasing signatures.
Sound familiar?
These are the small, everyday tasks that drain time and energy from your team. They’re also exactly the things PDF Butler was built to eliminate.
With this new platform, you can:
✅ Generate, negotiate, send, and sign documents straight from Salesforce.
✅ Automate every step of your document process. No external tools needed.
✅ Incorporate your own branding and multilingual content easily.
✅ Set up and maintain even complex use cases without developer help.
✅ Simplify document workflows with an intuitive interface that just works.
What’s Next
Our journey started with document generation. Today, it’s about complete document automation, powered by Salesforce and driven by the needs of our customers.
The new PDF Butler brings every capability under one roof, giving you the flexibility to scale and the power to automate.
And with Document Agent, we’re entering a new chapter where AI helps make that automation even smarter.
