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Document Agent by PDF Butler: AI Document Generation and Digital Signatures

By CloudCrossing

The power of Agentforce combined with the power of PDF & SIGN Butler

No Ratings
Free  

Never requires payment

Business Need
Quotes & Orders
Sales Intelligence
Document Generation
Requires
Agentforce
Compatible With
Sales Cloud
Service Cloud
Revenue Cloud

The Partner Application includes an extension package that provides the following additional specific functionality: Generation of engaging documents and the launch of digital signatures via agent actions.

  • Agentforce demo with PDF & SIGN Butler

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Agentforce
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Revenue Cloud
Salesforce Editions
Enterprise
Unlimited
Developer
Additional Requirements
The Agent Action will require to have PDF Butler and SIGN Butler installed and fully licensed on the client Org.

App Details

Version
Butler Tools For Agentforce/Butler Tools For Agentforce - v1.1 1.1.0
Listed On
01/13/2025
Latest Release
10/09/2025
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Agentforce
Agentforce 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 More
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Agentforce
Managed Package
Package Contents
If 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: 0
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.0.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
01/09/2025

Additional Details

Setup powerful Agentforce actions to generate documents like quotes, contracts, ... and get them signed off.

Need help?

CloudCrossing

Belgium

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