Which works better for small vs large Salesforce AppExchange admins?

Groove for Salesforce Financial Services Cloud typically suits early-stage and growth-mode teams based on its published review base (52 reviews). PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator typically suits early-stage and growth-mode teams based on its published review base (220 reviews). A larger review base generally means the app has been exercised at scale — relevant if you are processing high volume or handling enterprise compliance requirements.

AppRanks

Groove for Salesforce vs PDF Butler - Document — Salesforce

Groove for Salesforce Financial Services Cloud vs PDF Butler - Document Generation | PDF, Word, PPTX,

Side-by-side comparison · 24 data points

Groove for Salesforce Financial Services Cloud

5.0·52reviews

Groove is the only sales engagement platform that works seamlessly with Salesforce Financial Services Cloud. Groove increases seller productivity, drives Salesforce adoption and provides key insights so leaders know what’s driving their business.

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1. Listing metadata

Field-level data

	Groove for Salesforce Financial Services Cloud	PDF Butler - Document Generation \| PDF, Word, PPTX,
Tagline	“Groove is the only sales engagement platform that works seamlessly with Salesforce Financial Services Cloud. Groove increases seller productivity, drives Salesforce adoption and provides key insights so leaders know what’s driving their business.”246 chars	“Generate on-brand documents from Salesforce—quickly and at scale. PDF Butler combines document generation, data extraction, contract negotiation, collaboration, eSignature, and Agentforce integrations in one platform for the entire document lifecycle.”251 chars
Description	1149 / 2000 chars57% used	1112 / 2000 chars56% used
Screenshots	—	—
Languages	en	nlenfifrde+11 more
Platforms	Salesforce	Salesforce
Developer	Groove	CloudCrossing

At a glance

8 metrics · auto-computed

Feature comparison between Groove for Salesforce Financial Services Cloud and PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator
Metric	Groove for Salesforce Financial Services Cloud	PDF Butler - Document Generation \| PDF, Word, PPTX, Email & Excel Generator
Rating	5.0 ★	★ 5.0 ★
Total reviews	52	★ 220
Free plan	—	—
Pricing	paid	paid
Pricing tiers	1 tier	1 tier
Listed features	3	★ 9
Languages	1 supported	16 supported
Listed since	Jun 2012	Jan 2019

AppRanks verdict

Generated from live data on this page

The call

Groove for Salesforce Financial Services Cloud and PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator are evenly matched on rating (5.0★ vs 5.0★) — the differentiator comes down to pricing fit, feature breadth, and which app's interaction pattern suits your team's workflow.

Pricing

Pricing entry tiers: Groove for Salesforce Financial Services Cloud at paid, PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator at paid. Check each app's tier structure for the capacity limits you actually need before deciding — the headline number is the same shape, but the gating shape per tier (seats, usage volume, integrations) varies.

Review base

PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator has the larger user base (220 reviews vs 52), which usually maps to broader integration coverage, faster bug-fix cadence, and a deeper bench of community workflow patterns. Groove for Salesforce Financial Services Cloud's smaller cohort can be an advantage for niche workflows where the bigger app has accumulated bloat.

Who should pick what

Recommended evaluation path: install both apps' free tiers (where available) and run them in parallel on a small cohort for 7-14 days before committing. The data tables below show the per-feature breakdown — for most admins the deciding factor will be a single integration or workflow detail that's hard to compare from listing pages alone.

How this is generated

This verdict is generated from the live marketplace data on this page — rating, review count, pricing tier, and category position all refresh from the canonical Salesforce AppExchange listing every 24 hours. AppRanks does not accept payment to influence comparison outcomes; the methodology is documented on the About page and applies identically to every pair on the site.

Read each app's audit: Groove for Salesforce Financial Services Cloud audit • PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator audit

Listed	June 27, 2012	January 21, 2019

Last updated	—	—

3. Features

As listed by each developer

Groove for Salesforce Financial Services Cloud

Build lasting relationships, remotely or in-person Enable sellers to effectively manage relationships from anywhere. Surface real-time CRM data in the inbox, so relationship managers and advisors can deliver custom wealth management advice at scale.
Realize time-to-value fast without a heavy IT lift Align with industry workflows out-of-the-box, saving months of dev time. The only platform built to work with Salesforce Financial Services Cloud, Groove logs to custom objects and logs call reports.
Keep sensitive client data secure Keep sensitive client data secure in Salesforce. Maintain one system of record and eliminate the need to sync PII with a third-party database. Groove complies with global privacy laws, including SOC-2 GDPR and CCPA.

PDF Butler - Document Generation | PDF, Word, PPTX,

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.
Complex CPQ workflows make accurate documents difficult to produce. Turn Salesforce product, pricing, and customer data into personalized documents in just a few clicks—reducing manual work and accelerating document creation.
Creating branded PDFs manually takes time. Automate document generation and PDF creation from Salesforce data, using dynamic templates, objects, and workflows to deliver accurate, branded PDFs automatically.
Getting contracts signed can slow down deals. Use Digital Signature to automate signing workflows for opportunities, quotes, and contracts—so recipients can sign faster from anywhere without leaving Salesforce.
Documents scattered across systems make collaboration difficult. Centralize document management in Salesforce, collaborate through SharePoint or Google Drive, and access documents with the built-in PDF reader—all in one place.
Manually entering data from scanned documents is slow and error-prone. Document Extractor uses advanced OCR and AI to capture typed or handwritten data and map it directly to standard or custom Salesforce objects.
Every industry has different document requirements. PDF Butler supports industries including manufacturing, healthcare, financial services, and non-profits, generating documents tailored to specific business and industry needs.
Different teams need documents in different formats. Generate and deliver content as PDF, Word, Excel, Email, PowerPoint, or Fillable Forms–so you can support every document use case from a single Salesforce platform.

5. Search rankings

Top 5 keywords · shared rankings prioritized

Keyword	Groove for Salesforce Financial Services Cloud	PDF Butler - Document Generation \| PDF, Word, PPTX,
document	#109	#1
freeform	#103	#17
document scanner	#114	#17
jotform	#109	#32
workflow	#112	#57

7. App details

Long-form description · keyword frequency

Groove for Salesforce Financial Services Cloud

Groove is a market-leading sales engagement platform that enables sales leaders to execute their strategy in a smart, adaptive way. With Groove, revenue leaders can use automation to do more with less, driving greater efficiency and effectiveness across the customer lifecycle. Groove enables more than 75,000 users at ADP, Google, Uber, iHeartMedia, Capital One, and other large enterprises to be more efficient and effective. Groove has ranked #1 in enterprise customer satisfaction on G2 for four consecutive years and has been named one of the Inc. 5000 fastest-growing privately held companies in the U.S. since 2020. Instantly log emails, calls, SMS, call reports and LinkedIn messages to custom objects. Automate time-consuming tasks, including follow-ups and scheduling. Automate multi-channel flows for inbound leads, loan disbursement, mortgage lending, and other common workflows Surface real-time CRM data in the Inbox, letting sellers access, search and update Salesforce from anywhere Real-time visibility into activity levels and outcomes in Salesforce Realize time-to-value quickly, without a heavy lift from IT www.groove.co

Top keywords

groove5×2.96%
automate2×1.18%
customer2×1.18%
enables2×1.18%
leaders2×1.18%
real-time2×1.18%
sales2×1.18%
salesforce2×1.18%

PDF Butler - Document Generation | PDF, Word, PPTX,

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.

Top keywords

document12×8.63%
salesforce6×4.32%
documents4×2.88%
contract3×2.16%
document generation3×2.16%
generation3×2.16%
management3×2.16%
pdf3×2.16%

Frequently asked

Common questions about this comparison

Is Groove for Salesforce Financial Services Cloud or PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator cheaper?

Both Groove for Salesforce Financial Services Cloud and PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator offer paid plans only. Groove for Salesforce Financial Services Cloud starts at paid; PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator starts at paid. Compare the per-tier features in the Pricing section above before committing.

Which has better reviews, Groove for Salesforce Financial Services Cloud or PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator?

Groove for Salesforce Financial Services Cloud (5.0★, 52 reviews) and PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator (5.0★, 220 reviews) are essentially tied on rating. Look at review velocity and individual reviewer quotes — both visible on each app's detail page — to differentiate.

Should I choose Groove for Salesforce Financial Services Cloud or PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator?

PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator holds the higher average rating (5.0★ vs 5.0★). That is the one dimension AppRanks can separate them on here — read both apps' detail pages for the feature breakdown and recent listing changes.

Which is faster to set up, Groove for Salesforce Financial Services Cloud or PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator?

Both apps are one-click installs from the Salesforce AppExchange. PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator has the deeper published review base (220 vs 52), which often — though not always — accompanies better-tested setup docs. AppRanks doesn't measure setup time directly: read the recent reviews on each app's detail page for user-reported install experience.

Groove for Salesforce Financial Services Cloud vs PDF Butler - Document Generation | PDF, Word, PPTX,

Groove for Salesforce Financial Services Cloud

1. Listing metadata

PDF Butler - Document Generation | PDF, Word, PPTX,

At a glance

AppRanks verdict

2. Pricing & plans

3. Features

4. Categories & rankings

5. Search rankings

6. Activity in the last 90 days

Groove for Salesforce Financial Services Cloud · 0 changes

PDF Butler - Document Generation | PDF, Word, PPTX, · 8 changes

7. App details

Frequently asked

Is Groove for Salesforce Financial Services Cloud or PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator cheaper?

Which has better reviews, Groove for Salesforce Financial Services Cloud or PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator?

Should I choose Groove for Salesforce Financial Services Cloud or PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator?

Which is faster to set up, Groove for Salesforce Financial Services Cloud or PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator?

See full keyword rankings, install trends, and weekly alerts

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