PDF Butler for Salesforce | Document Generation, eSignature & Contracts for Salesforce
- Category rank
- #4 in Quotes And Orders
- Price from
- $14 / user / month (USD)
- Listing audit
- 74/100
PDF Butler for Salesforce | Document Generation, eSignature & Contracts is a Salesforce AppExchange app by CloudCrossing. With a rating of 5.0★ from 230 reviews, it currently ranks #4 in the Quotes And Orders category.
PDF Butler for Salesforce | Document Generation, eSignature & Contracts is the #4 ranked Quotes And Orders app on Salesforce, with a 5.0 average rating from 230 reviews, as a paid app, as of Nov 14, 2026.
AppRanks verdict
Generated from marketplace data as of Nov 14, 2026
PDF Butler for Salesforce | Document Generation, eSignature & Contracts ranks #4 of 218 in Quotes And Orders on Salesforce. It holds a 5.0★ average from 230 reviews on Salesforce. There is no free plan — compare the paid plans below before installing.
Pros
- +5.0★ average across 230 reviews
- +Listed on Salesforce since 2019
Cons
- −No free plan (paid) — evaluation needs a paid plan or a trial
About PDF Butler for Salesforce | Document Generation, eSignature & Contracts
How PDF Butler for Salesforce | Document Generation, eSignature & Contracts works
PDF Butler simplifies document automation in Salesforce. Natively integrated with Salesforce, it supports the entire document lifecycle—from data collection and document generation to contract management, eSignature, collaboration, storage, and AI-powered document workflows.
Core Capabilities: ✔ Document Extractor – Turn scanned documents into Salesforce records automatically. ✔ Dynamic Forms – Easily collect and update Salesforce records. ✔ Contract Lifecycle Management (CLM) – Manage contracts directly from Salesforce. ✔ Document Generation – Generate personalized, branded documents with one click. ✔ Batch Document Generation – Automate bulk documents at scale. ✔ Digital Signature – Send and sign documents directly from Salesforce. ✔ Document Management & Collaboration – Keep every document organized and connected. ✔ Document Agent (AI) – Use AI to speed up document work.
With support for PDF, Word, Excel, Email, PowerPoint, and Fillable Forms, PDF Butler provides flexibility across use cases. From a single contract to thousands of invoices, automate document workflows at scale—without code.
Key features
- Complex document workflows slow your team down. Automate document generation from any Salesforce object and create quotes, contracts, proposals, invoices, and more using Salesforce data—without leaving your CRM.
- Manual document steps create bottlenecks. Add document generation actions to Salesforce Flow to automate document creation, approvals, and delivery as part of your existing workflows—without manual intervention.
