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PDF Butler: Your End-to-End Document Platform for Salesforce
Your End-to-end Salesforce Document Automation Platform
- Industries
- Financial ServicesHealthcare & Life SciencesManufacturing
- Business Need
- Quotes & OrdersDocument GenerationDocument Management
- Requires
- None
- Compatible With
- Sales CloudFinancial Services CloudHealth Cloud
Extract, collect, negotiate, generate, scale, sign, collaborate & use an AI layer with speed and accuracy, keeping your brand identity intact. From quotes to invoices, proposals to contracts, PDF Butler streamlines every stage of your document lifecycle.
Highlights
Automate complex document generation from any Salesforce object. Create quotes, contracts, proposals, invoices, and more using your Salesforce data, without leaving your CRM.
Add document generation actions to Salesforce Flow. Automate document creation, approvals, and delivery as part of your existing workflows—no manual steps required.
Simplify document generation for complex CPQ workflows. Turn Salesforce product, pricing, and customer data into accurate, personalized documents in just a few clicks.
Automate document generation and PDF creation from Salesforce data. Build dynamic, branded PDFs from any object, template, or workflow and deliver them automatically, saving time across workflows.
With Digital Signature, sign faster from anywhere. Automate digital signature workflows on opportunities, quotes, and contracts without leaving Salesforce.
Keep everything in one place. Centralize document management in Salesforce and collaborate through SharePoint or Google Drive, and use the built-in PDF reader.
Turn scanned documents into Salesforce records instantly. Document Extractor uses advanced OCR and AI to capture typed or handwritten data and map it directly to standard or custom objects.
PDF Butler serves every industry, from manufacturing and healthcare to financial services and non-profits, generating documents tailored to your specific industry needs.
Provider Details
CloudCrossing
Belgium
- Social ImpactPledge 1%This company pledges 1% of their product, profit, equity, or time to support the community. Learn more about Pledge 1%
- Pledge 1%
Founded
2017
Website
Phone
+32 3 361 35 30At PDF Butler, we understand that sales teams need to be laser-focused on generating revenue, not on manual document creation. That's why we offer a complete end-to-end platform to automate information gathering, document generation, and digital signature, streamlining your processes and increasing efficiency and productivity. Our platform allows you to generate personalized and branded documents with just a single click, reducing administrative effort to practically zero. As PDF Butler is designed specifically for Salesforce, we keep at pace with regular product updates and guarantee the highest levels of data security. Experience the power of PDF Butler with a free trial or a personalized demo at www.pdfbutler.com.
Pricing Details
You must pay to use this solution. Discounts are available for nonprofits.
1) $14 per user per month 2) For license per document, communities, and batch, contact us. 3) Free 30-day trial period 4) Personal guidance at start-up
Default Plan
$14 USD/user/month