Should I choose PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator or PSQuote - Professional Services Quoting?

PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator holds the higher average rating (5.0★ vs 4.8★). 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 works better for small vs large Salesforce AppExchange admins?

PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator typically suits early-stage and growth-mode teams based on its published review base (221 reviews). PSQuote - Professional Services Quoting typically suits early-stage and growth-mode teams based on its published review base (4 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

PDF Butler - Document vs PSQuote — Salesforce

PDF Butler - Document Generation | PDF, Word, PPTX, vs PSQuote - Professional Services Quoting

Side-by-side comparison · 24 data points

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

5.0·221reviews

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.

salesforcepaid

Change

1. Listing metadata

Field-level data

	PDF Butler - Document Generation \| PDF, Word, PPTX,	PSQuote - Professional Services Quoting
Tagline	“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	“PSQuote is a Salesforce-native quoting platform built specifically for professional services teams. It replaces spreadsheets and one-off estimates with a structured, repeatable way to price work—without slowing teams down.”222 chars
Description	1112 / 2000 chars56% used	1186 / 2000 chars59% used
Screenshots	—	—
Languages	nlenfifrde+11 more	en
Platforms	Salesforce	Salesforce
Developer	CloudCrossing	CLD Partners

At a glance

8 metrics · auto-computed

Feature comparison between PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator and PSQuote - Professional Services Quoting
Metric	PDF Butler - Document Generation \| PDF, Word, PPTX, Email & Excel Generator	PSQuote - Professional Services Quoting
Rating	★ 5.0 ★	4.8 ★
Total reviews	★ 221	4
Free plan	—	—
Pricing	paid	paid
Pricing tiers	1 tier	—
Listed features	9	9
Languages	16 supported	1 supported
Listed since	Jan 2019	Sep 2021

AppRanks verdict

Generated from live data on this page

The call

PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator edges out PSQuote - Professional Services Quoting on rating (5.0★ vs 4.8★), but the gap is small enough that pricing fit and feature differentiation should drive the decision more than the headline number.

Pricing

Pricing entry tiers: PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator at paid, PSQuote - Professional Services Quoting 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 (221 reviews vs 4), which usually maps to broader integration coverage, faster bug-fix cadence, and a deeper bench of community workflow patterns. PSQuote - Professional Services Quoting'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 — PSQuote - Professional Services Quoting's 4-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: PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator audit • PSQuote - Professional Services Quoting audit

Listed	January 21, 2019	September 1, 2021

Last updated	—	—

3. Features

As listed by each developer

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.

PSQuote - Professional Services Quoting

* AI-aided scoping & services CPQ * Built by professional services people -> for professional services reality. * MCP & connectors for AI tooling like Slackbot, Claude, Gemini, ChatGPT, Agentforce & more * Built natively on Salesforce
* Standardizes how services are quoted across the business * Builds quotes from trusted data, not tribal knowledge * Protects margin with built-in guardrails * Makes every number explainable and auditable * Creates a clean handoff from sales to delivery
* We'll help you visualize how PSQuote will fit into your organization * Sync to CRM, CPQ/RCA * Sync to PSA (Certinia, Kantata, Cloud Coach, Precursive & more) * Agentforce AI Use Cases & autmation
* Hit your targets by selling the right services accurately * Ensure the right people get on the right projects * See expected revenue and margin based on resource mix
* Minimize project issues with accurate up-front estimates * Connect delivery and sales teams * Eliminate the need for offline spreadsheets

5. Search rankings

Top 5 keywords · shared rankings prioritized

Keyword	PDF Butler - Document Generation \| PDF, Word, PPTX,	PSQuote - Professional Services Quoting
doc	#103	#15
document	#43	#119
docs	#98	#25
document scanner	#20	#120

7. App details

Long-form description · keyword frequency

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%

PSQuote - Professional Services Quoting

PSQuote was designed for professional services organizations based on how most enterprises quote and sell professional services which means you can: Create a Professional Services Quote in Salesforce from an Opportunity with resource roles, rate cards, task/WBS quoting, gantt, pre-packaged offerings, discounts, support for contractors and more! Add non-labor materials for quoting managed services, subscriptions and expenses. Create one or more PS Quotes to analyze scenarios and review expected revenue & margin. Quote totals can automatically update the Opportunity amount and/or Salesforce CPQ & RCA (Revenue Cloud Advanced). Finally, PSQuote can provide the baseline for professional services projects including a seamless Project Sync process into PSA apps. ADD-ONS NOW AVAILABLE: - Sync to PSA tools like Certinia, Kantata, Rocketlane, Precursive, Cloud Coach & Klient - Sync to Salesforce ARM/CPQ (Revenue Cloud) - Agentforce AI use cases & automation - MCP support for connecting with AI tooling like Claude, Gemini, ChatGPT & more - Automate SOW (Statement of Work) & Proposals with document generation apps like Conga & DocuSign - Import from Excel/CSV & Smartsheet

Top keywords

services5×2.94%
professional4×2.35%
professional services4×2.35%
cloud3×1.76%
quote3×1.76%
revenue3×1.76%
salesforce3×1.76%
sync3×

PDF Butler - Document Generation | PDF, Word, PPTX, vs PSQuote - Professional Services Quoting

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

1. Listing metadata

PSQuote - Professional Services Quoting

At a glance

AppRanks verdict

2. Pricing & plans

3. Features

4. Categories & rankings

5. Search rankings

6. Activity in the last 90 days

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

PSQuote - Professional Services Quoting · 0 changes

7. App details

Frequently asked

Is PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator or PSQuote - Professional Services Quoting cheaper?

Which has better reviews, PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator or PSQuote - Professional Services Quoting?

Should I choose PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator or PSQuote - Professional Services Quoting?

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

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 PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator and PSQuote - Professional Services Quoting?