PDF Butler Demo for the Public Sector

PDF Butler for Document Generation

PDF Butler automates document generation and digital signing within Salesforce, empowering teams to focus on revenue by reducing manual work. With personalized, branded documents ready in one click, we streamline workflows for greater efficiency and productivity.

Step 1 of 7

PDF Butler: Easy, customizable documents

Create hyper-personalized invoices, contracts, reports, price lists, and more, putting you in control of your brand identity. Pull data directly from your Salesforce environment to your documents.

Step 2 of 7

One Configuration, Multiple Templates.

PDF Butler makes it easy. Configure once, and use the same settings for multiple templates. Unlike other tools, you won't have to configure each document separately.

Step 3 of 7

Rated 5 Stars on the Salesforce AppExchange

Simplify processes with PDF Butler's intuitive interface, designed to handle even the most complex use cases easily. Leverage our multilingual capabilities, seamlessly integrate images, and incorporate your own brand elements.

Step 4 of 7

Secure and efficient digital signatures

SIGN Butler is the Salesforce eSignature solution that streamlines your signing process with lightning speed, intuitive ease, and unparalleled security.

Step 5 of 7

Easily track agreements.

Stay updated on agreement progress with an integrated audit trail, and guarantee on-time completion with automated reminders.

Step 6 of 7

Contract Management designed for Salesforce

CONTRACT Butler that enables Salesforce users to easily edit, manage and negotiate contracts without leaving their CRM. Modify contracts using our Content Editor. Make changes, add comments, and collaborate in real-time.

Step 7 of 7

Boost productivity with PDF Butler’s product suite

Our solutions seamlessly integrate within Salesforce, providing a native look and feel that ensures a cohesive user experience at every step – from data collection to document generation, signatures, collaboration, and storage.