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PDF Butler: Your End-to-End Document Platform for Salesforce
Your End-to-end Salesforce Document Automation Platform
- Business Need
- Quotes & OrdersDocument GenerationDocument Management
- Requires
- None
- Compatible With
- Sales CloudFinancial Services CloudHealth Cloud
Generate, negotiate, send, and sign with speed, accuracy, and flexibility, all while keeping your brand identity intact. From quotes to invoices, proposals to contracts, PDF Butler streamlines every stage of your document lifecycle.
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- None
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Sales CloudFinancial Services CloudHealth Cloud
- Salesforce Editions
- EnterpriseUnlimitedForce.comDeveloper
App Details
- Version
- PDF Butler/PDF Butler - Summer 26 v1.2 1.527.0
- Listed On
- 01/21/2019
- Latest Release
- 07/07/2026
- Supported FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.AgentforceAgentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn MoreMultiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Community BuilderReady to use in the Salesforce Community Builder.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyAgentforceMultiple CurrenciesPerson AccountsCommunity BuilderManaged PackageSalesforce Mobile
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 8Custom Tabs: 7Custom Apps: 2
- Lightning Components
- Global: 11App Builder: 5Community Builder: 4
- Languages
- DutchEnglishFinnishFrenchGermanDanishItalianJapaneseKoreanPortugueseRussianSimplified ChineseSpanishSwedishThaiTraditional Chinese
Security
Additional Details
PDF Butler is designed to simplify your Salesforce document processes. Natively integrated into Salesforce, it provides a seamless user experience across the entire document lifecycle from data collection to document generation, contract management, signatures, collaboration, and storage. With support for multiple output formats (PDF, Word, Excel, Email, PowerPoint, Fillable Forms), PDF Butler ensures flexibility for every use case. Whether you need a single contract or thousands of invoices, the platform delivers sub-second performance and one-click automation without code. Core Capabilities: ✔ Dynamic Forms – Collect and structure data directly within Salesforce. ✔ Document Generation – Create and send professional, branded documents at any scale. ✔ Contract Lifecycle Management – Streamline negotiations and approvals. ✔ Digital Signature – Sign documents securely and compliantly. ✔ Document Management & Collaboration – Share, track, and store with confidence. ✔ Document Agent (AI) – Intelligent document automation to speed up processes. Why Customers Choose PDF Butler: ✔ 100% Native Salesforce experience ✔ Sub-second document generation with clicks, not code
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Our 5-star AppExchange reviews reflect the quality of support customers can expect from PDF Butler. From initial setup to advanced troubleshooting, our dedicated support team is here to help you every step of the way.