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%
- ai2×1.44%
- automate2×1.44%
- butler2×1.44%
- collaboration2×1.44%
People & Problems
Sellers don't lose deals to competitors, they lose them to blind spots. The problem isn't a lack of contacts, it's not knowing who really matters, and why. Altify Insights is the relationship and insight layer of Altify's revenue execution system, uniting Relationship Map and Insight Map into a single, connected view, natively in Salesforce, revealing both the who and the why behind every deal. Powered by Altify MaxAI, Insights keeps stakeholder coverage, political risk, and next best actions current automatically, so sellers always know who to engage and how to win them over. Built 100% natively on Salesforce, Altify Insights turns stakeholder knowledge from tribal memory into a system of record, driving stronger coverage, sharper value alignment, and more deals won with confidence. Get it now from Altify. Related: relationship mapping, insight mapping, stakeholder mapping, buying group, decision makers, influence mapping, org chart, relationship map, insight map, stakeholder engagement, political risk mapping, multi-threading, buyer research, value alignment, coverage gaps, stakeholder intelligence, relationship intelligence, trusted advisor
Top keywords
- mapping5×3.03%
- relationship5×3.03%
- stakeholder5×3.03%
- altify4×2.42%
- insight4×2.42%
- map4×2.42%
- coverage3×1.82%
- insights3×1.82%
