Should I choose ClientPoint or PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator?

AppRanks cannot separate these two on rating, because neither publishes one. PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator does carry the larger published review base (220 vs 0). Read both apps' detail pages for the feature breakdown and recent listing changes.

Which is faster to set up, ClientPoint 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 0), 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.

Which works better for small vs large Salesforce AppExchange admins?

ClientPoint typically suits early-stage and growth-mode teams based on its published review base (0 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.

Can I migrate data between ClientPoint and PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator?

Migration support varies by app and category. ClientPoint and PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator both publish their export options on their marketplace listing pages (or in their support docs); some apps offer one-click import from competitors, others require CSV. The fastest check: search "import from ClientPoint" in each app's help center. AppRanks does not track migration tooling directly — this is a category-specific capability worth verifying before commitment.

AppRanks

ClientPoint vs PDF Butler - Document — Salesforce

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

Name: ClientPoint
Availability: OnlineOnly

Side-by-side comparison · 24 data points

ClientPoint

No rating yet

Solve the chaos of scattered tools by unifying meetings, scheduling, content, chat, and e-signatures in one branded digital sales & support room portal. Quickly deliver personalized experiences, stay responsive, and close more deals faster.

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1. Listing metadata

Field-level data

	ClientPoint	PDF Butler - Document Generation \| PDF, Word, PPTX,
Tagline	“Solve the chaos of scattered tools by unifying meetings, scheduling, content, chat, and e-signatures in one branded digital sales & support room portal. Quickly deliver personalized experiences, stay responsive, and close more deals faster.”240 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	915 / 2000 chars46% used	1112 / 2000 chars56% used
Screenshots	—	—
Languages	enfrdedait+2 more	nlenfifrde+11 more
Platforms	Salesforce	Salesforce
Developer	ClientPoint

At a glance

8 metrics · auto-computed

Feature comparison between ClientPoint and PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator
Metric	ClientPoint	PDF Butler - Document Generation \| PDF, Word, PPTX, Email & Excel Generator
Rating	—	5.0 ★
Total reviews	0	220
Free plan	—	—
Pricing	paid	paid
Pricing tiers	1 tier	1 tier
Listed features	3	★ 9
Languages	7 supported	16 supported
Listed since	Aug 2016	Jan 2019

AppRanks verdict

Generated from live data on this page

The call

Based on the data on this page, PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator is the stronger choice for most Salesforce AppExchange admins — 5.0★ vs ClientPoint's 0.0★ is a meaningful gap that usually reflects real product or support quality differences across the user base.

Pricing

Pricing entry tiers: ClientPoint 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 0), which usually maps to broader integration coverage, faster bug-fix cadence, and a deeper bench of community workflow patterns. ClientPoint's smaller cohort can be an advantage for niche workflows where the bigger app has accumulated bloat.

Who should pick what

Recommended by size: small/early-stage admins who need fast install and low risk should default to PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator; mid-market and enterprise admins with specific feature requirements should evaluate both — ClientPoint's 0-review base may include the workflow context that matches your specific use case better than PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator's broader-but-shallower coverage.

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: ClientPoint audit • PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator audit

Listed	August 4, 2016	January 21, 2019

Last updated	—	—

3. Features

As listed by each developer

ClientPoint

AI-Enabled Digital Sales Rooms Deliver one secure, interactive portal for each customer relationship with proposals, meetings, documents, and payment in one place Personalize rooms with videos, testimonials, product content, and AI-supported chat
Automated Proposal and Document Generation Generate pixel-perfect proposals, quotes, and contracts using Salesforce data, product libraries, and pricing rules Eliminate manual errors and reduce approval delays with customizable workflows
- Track your sales reps pipeline, status, activity and trend reports. - eSignature integration for faster client approval - Responsive viewer for online proposal viewing on all modern devices

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.

Keyword	ClientPoint	PDF Butler - Document Generation \| PDF, Word, PPTX,
document sign	#119	#15
sign document	#119	#15
docs	#104	#98
doc	#92	#111

7. App details

Long-form description · keyword frequency

ClientPoint

CREATE POWERFUL PROPOSALS & PRODUCT QUOTES ONLINE IN MINUTES. ClientPoint is the #1 cloud-based proposal generation software in the Industry for sales, management and marketing. Quickly create, send, track, and manage highly customized eBrochures, proposals, quotes, contracts and more to help shorten the sales cycle and customer close rates with tracking analytics. Differentiate your company with proposal generation software that can include all your office files, product and capability videos, templates, merge docs, pricing tools, web pages and more. Salesforce integration for a seamless workflow and eSignature integration for faster client approval. Easily transfer your CRM data into your proposals and automatically log all proposal activity back to the CRM. The proposal documents can then be customized with CRM data. Know when your proposals have been sent, viewed, and signed from within your CRM.

Top keywords

crm4×3.01%
proposal4×3.01%
proposals4×3.01%
crm data2×1.50%
customized2×1.50%
data2×1.50%
generation2×1.50%
generation software2×1.50%
integration2×1.50%
product2×1.50%
proposal generation2×1.50%
proposal generation software2×1.50%

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%

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

ClientPoint

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

ClientPoint · 0 changes

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

7. App details

Frequently asked

Is ClientPoint or PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator cheaper?

Should I choose ClientPoint or PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator?

Which is faster to set up, ClientPoint or PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator?

Which works better for small vs large Salesforce AppExchange admins?

See full keyword rankings, install trends, and weekly alerts

More popular comparisons

Can I migrate data between ClientPoint and PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator?