Which has better reviews, CRM Apps Lab™ Helper for Opportunity List Views: Product Code Roll-up or PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator?

CRM Apps Lab™ Helper for Opportunity List Views: Product Code Roll-up (5.0★, 1 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 CRM Apps Lab™ Helper for Opportunity List Views: Product Code Roll-up or PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator?

AppRanks cannot separate these two on rating — both sit at 5.0★. PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator does carry the larger published review base (220 vs 1). Read both apps' detail pages for the feature breakdown and recent listing changes.

Which is faster to set up, CRM Apps Lab™ Helper for Opportunity List Views: Product Code Roll-up 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 1), 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?

CRM Apps Lab™ Helper for Opportunity List Views: Product Code Roll-up typically suits early-stage and growth-mode teams based on its published review base (1 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

CRM Apps Lab™ Helper vs PDF Butler - Document — Salesforce

CRM Apps Lab™ Helper for Opportunity List Views vs PDF Butler - Document Generation | PDF, Word, PPTX,

Side-by-side comparison · 24 data points

CRM Apps Lab™ Helper for Opportunity List Views

5.0·1reviews

Product code roll-up makes product codes from opportunity line items available in a text field on Opportunity so you can use them in filters and search. Document merge applications can also use this data to pull in documents relating to line items.

salesforcefree

Change

1. Listing metadata

Field-level data

	CRM Apps Lab™ Helper for Opportunity List Views	PDF Butler - Document Generation \| PDF, Word, PPTX,
Tagline	“Product code roll-up makes product codes from opportunity line items available in a text field on Opportunity so you can use them in filters and search. Document merge applications can also use this data to pull in documents relating to line items.”248 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	925 / 2000 chars46% used	1112 / 2000 chars56% used
Screenshots	—	—
Languages	en	nlenfifrde+11 more
Platforms	Salesforce	Salesforce
Developer	CRM.Team™	CloudCrossing

At a glance

8 metrics · auto-computed

Feature comparison between CRM Apps Lab™ Helper for Opportunity List Views: Product Code Roll-up and PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator
Metric	CRM Apps Lab™ Helper for Opportunity List Views: Product Code Roll-up	PDF Butler - Document Generation \| PDF, Word, PPTX, Email & Excel Generator
Rating	5.0 ★	5.0 ★
Total reviews	1	★ 220
Free plan	★ Yes	—
Pricing	free	paid
Pricing tiers	—	1 tier
Listed features	3	★ 9
Languages	1 supported	16 supported
Listed since	Nov 2016	Jan 2019

AppRanks verdict

Generated from live data on this page

The call

CRM Apps Lab™ Helper for Opportunity List Views: Product Code Roll-up 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

On pricing, CRM Apps Lab™ Helper for Opportunity List Views: Product Code Roll-up offers a free tier (free) while PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator starts at paid. For early-stage teams validating fit, the free-tier path lets you run the app on real workloads before committing budget.

Review base

PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator has the larger user base (220 reviews vs 1), which usually maps to broader integration coverage, faster bug-fix cadence, and a deeper bench of community workflow patterns. CRM Apps Lab™ Helper for Opportunity List Views: Product Code Roll-up'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: CRM Apps Lab™ Helper for Opportunity List Views: Product Code Roll-up audit • PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator audit

Listed	November 25, 2016	January 21, 2019

Last updated	—	—

3. Features

As listed by each developer

CRM Apps Lab™ Helper for Opportunity List Views

The roll-up of Product Code to Opportunities is stored as character delimited text in a 32,768 character Long Text Field on Opportunity to handle over 5,000 5-character product codes on a single opportunity.
A short version of the product code roll-up list is additionally stored in a 255 character text field on Opportunities. This allows product codes to be used in Opportunity View Filters.
You can configure your own roll-up delimiter in the text field list of product codes on Opportunities to avoid using a character that you also use in your product codes. The delimiter character should not appear in your product code naming convention.

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	CRM Apps Lab™ Helper for Opportunity List Views	PDF Butler - Document Generation \| PDF, Word, PPTX,
document	Not ranked	#1
document ai	Not ranked	#1
automate workflows	Not ranked	#1
roll	#3	Not ranked
rollup	#5	Not ranked

7. App details

Long-form description · keyword frequency

CRM Apps Lab™ Helper for Opportunity List Views

Product code roll-up makes two new fields (called 'Opportunity Product Codes' and 'Opportunity Product Codes (Short)' available to add to an opportunity page layout. Each time that the opportunity is edited or an opportunity product added/removed, the fields are updated to include the list of product codes. The 'short' field includes the first 255 characters from the list so that the field can be used as a filter in Salesforce Views. In the case of a 5 character product code, this field will support 42 opportunity line item codes. Each product code in the field is delimited by default using the underscore character '_'. However, if you use underscores in your product codes, you can change this to any other character, or series of characters as the delimiter is stored in a Custom Label. CRM Apps Lab and CRM SuperStars are brands owned by CRM SuperStars Limited, used under license by Successtrics UK Limited.

Top keywords

product8×5.10%
codes4×2.55%
field4×2.55%
opportunity4×2.55%
character3×1.91%
code3×1.91%
crm3×1.91%
product code3×1.91%
product codes3×1.91%
'opportunity2×1.27%
'opportunity product2×1.27%
characters2×1.27%

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%

CRM Apps Lab™ Helper for Opportunity List Views vs PDF Butler - Document Generation | PDF, Word, PPTX,

CRM Apps Lab™ Helper for Opportunity List Views

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

CRM Apps Lab™ Helper for Opportunity List Views · 0 changes

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

7. App details

Frequently asked

Is CRM Apps Lab™ Helper for Opportunity List Views: Product Code Roll-up or PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator cheaper?

Which has better reviews, CRM Apps Lab™ Helper for Opportunity List Views: Product Code Roll-up or PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator?

Should I choose CRM Apps Lab™ Helper for Opportunity List Views: Product Code Roll-up or PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator?

Which is faster to set up, CRM Apps Lab™ Helper for Opportunity List Views: Product Code Roll-up or PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator?

See full keyword rankings, install trends, and weekly alerts

More popular comparisons

Which works better for small vs large Salesforce AppExchange admins?

Can I migrate data between CRM Apps Lab™ Helper for Opportunity List Views: Product Code Roll-up and PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator?