Help & Support
Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More
Have Questions?
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.


Watch Video


Watch Video


Watch Video


Watch Video
Rating
Reputation
MVP
Recognized by Salesforce for their leadership, expertise, and generosity
Top Reviewer
Contribute reviews that encourage conversation and help others make informed decisions
Ranger
Lifelong learners who have earned the Ranger rank or higher on Trailhead
Showing 10 of 205 Reviews
PDF Butler SIGN Butler
We are using both form and sign butler and are very pleased with the service and product. The immediate action taken when we need assistance is better than I have experienced with any other company. Always willing to guide and help you.
Great Support and Simple Tool
We switched to PDF butler around last year and have loved it. Its easy to implement with great documentation. What we love the most is the support. They are always quick to respond and are very helpful. The user interface is really easy and simple.
Reliable with strong customer service
We've been very happy using PDF Butler and Sign Butler as part of our SF Org. The functionality is reliable, relatively straight forward even for partners who struggle with tech, and their customer service is quick and easy! Would definitely recommend!
A Reliable, Innovative Solution Backed by an Outstanding Team
We are extremely satisfied with both PDF Butler and our collaboration with their team. The solution is reliable, well maintained, and continuously evolving with valuable new features. Their follow-up and support are excellent: the team is responsive, professional, and always ready to help when needed. We also greatly appreciate the webinars organised throughout the year, which provide clear insights into the latest product updates and new capabilities. PDF Butler is more than just a great Salesforce solution—it is backed by a committed and trustworthy team. We highly recommend both the product and the partnership.
Our Favorite DocGen and Esignature Tool
After cycling through a bunch of different docgen and esignature tools over the years, we're so happy to have found PDF Butler. As a small nonprofit, most of the other tools out there are much too expensive for what we need, and PDF Butler is the right price for the right functionality. It's super customizable and very intuitive once you dive in -- lots of features and configurations. Plus, the support team has been absolutely stellar.
Product does do it all - Support is just the best
Everything we need to do, we got done. Completely dynamic forms based on what values we had filled out. Multiple signers auto populate extra signature fields, flows right into Signbutler adds them into the sign order for signing. Support is very quick to respond with great solutions, no hack band aid's, just real solutions from them. We feel great about this whole product and support.
Streamlined Platform and Outgoing Team
PDF Butler helped me prop up their product with exceptional service, guiding me from start to finish with dedicated support. I spent several hours with their team learning the ins and outs of the platform prior to go-live and completely understand the product and all its features now. It has been fully customized to fit our exact use case without any issues. I couldn't ask for a better solution and company to back it.
Exceptional Company!
PDF Butler checked all the boxes that other similar products failed to achieve - reliably fast and helpful support, a flexible product with a wide range of customization options, and reasonable pricing for small to large-scale use cases. I wish we would have started with PDF Butler from the beginning, blows competitors out of the water!
Great Product Great Team
We selected PDF Butler because our previous document vendor had poor customer service with a service that was regularly unavailable. What we found out once we switched to PDF Butler was they had a great product, always available, excellent customer service, and a robust roadmap. Our migration time was weeks. Using PDF Butler were able to implement further configuration and controls within our document templates and how our documents are delivered. Any challenge or knowledge gap we encountered was quickly resolved by support articles or support personnel. We could not be happier with our PDF Butler experience. The tool is great and the people - on the phone or in person - are equally great if not better.
Outstanding Support When It Mattered Most
We had an excellent experience with CloudCrossing during our migration from Salesforce Unlimited Edition to Enterprise Edition. A migration like this can be complex, and having responsive, knowledgeable support makes all the difference. The CloudCrossing team was always available to answer our questions, provide guidance, and help us resolve issues quickly. Their expertise and commitment gave us confidence throughout the entire process. For us, the quality of support during a migration is just as important as the product itself, and CloudCrossing truly exceeded our expectations. We highly appreciate their professionalism, responsiveness, and customer-focused approach, and we would definitely recommend both PDF Butler and SIGN Butler to other Salesforce customers.
Thank you for the stellar rating, Hala!