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PDF Butler

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Last updated on

Company health

Employee growth
24% increase in the last year
Web traffic
38% increase in the last quarter

Ratings

G2
3.9/5
(22)

PDF Butler description

PDF Butler is a Salesforce-based software that lets you automatically create and send documents like proposals, quotes, and contracts. It helps you create professional-looking documents with your branding and personalize them for each recipient. You can send documents in bulk and track their status. PDF Butler is known for being user-friendly and easy to set up, even for non-technical users. It also allows for e-signatures with its Sign Butler integration.


What companies are using PDF Butler?

Amnesty International is using PDF Butler
Amnesty International
Sodexo is using PDF Butler
Sodexo
VIZIO is using PDF Butler
VIZIO
Zapier is used by Amnesty International, Sodexo, VIZIO.

Who is PDF Butler best for

We find that PDF Butler is a solid choice for Salesforce users who want to automate document creation, especially for proposals, quotes, and contracts. Users appreciate its ease of use, seamless Salesforce integration, and fast document generation. Some users mention the initial setup can be tricky and find the UI overwhelming, but overall, it's a well-loved solution.

  • Perfect for SMBs to enterprises, PDF Butler shines in organizations of all sizes seeking effortless document automation.

  • A versatile tool, we see PDF Butler fitting many industries, but especially well-suited for software, IT, and telecommunications.


PDF Butler features

Supported

Document Generation: Generate, customize, and send your documents for signature in just one click. Fast. Intuitive. Designed for Salesforce.

Supported

Document Customization: Personalize your documents with dynamic templates, custom branding, and conditional formatting. From contracts, reports, price lists and more – the possibilities are endless with PDF Butler.

Supported

Automated Signature Workflow: Automate multi-signer routing, set timed reminders, and send documents for signature all in one place. Say goodbye to manual processes and hello to streamlined efficiency.

Supported

Batch Document Generation: Design your document in MS Word, configure dynamic data once, and deliver your documents in bulk.

Supported

E-Signature Integrations: Integrate with your favourite e-signature providers, including DocuSign, Adobe Sign, and more.

Supported

Multi-Format Document Creation: Create professional documents in multiple formats, including PDF, Word, Excel, and PowerPoint.

Supported

One-Click Signing: Get your documents signed quickly and easily with just one click.

Supported

Salesforce Integration: PDF Butler offers a seamless and user-friendly document generation experience within Salesforce.

Qualities

We evaluate the sentiment that users express about non-functional aspects of the software

Value and Pricing Transparency

Rather negative
-0.33

Ease of Use

Strongly positive
+1

Reliability and Performance

Rather positive
+0.67

Ease of Implementation

Strongly positive
+1

PDF Butler reviews

We've summarised 22 PDF Butler reviews (PDF Butler G2 reviews) and summarised the main points below.

Pros of PDF Butler
  • Easy-to-use interface for creating and personalizing documents.
  • Seamless integration with Salesforce, ensuring data security and streamlined workflows.
  • Fast document generation, even for complex PDFs.
  • Useful features like digital signatures (Sign Butler) and form conversion.
  • Provides a one-stop solution for document management, from creation to signing.
Cons of PDF Butler
  • Difficult integration process, with some users finding it challenging to set up initially.
  • User interface can be overwhelming, especially the dashboard.
  • Limited language support, currently not catering to all user demographics.
  • Pricing considered high, especially for non-profits and developing nations.
  • Occasional performance issues with slow document generation times.

PDF Butler pricing

The commentary is based on 3 reviews from PDF Butler G2 reviews.

We find that users generally consider PDF Butler cost-effective. While some users wish for more affordable pricing, they also acknowledge the time savings and efficiency the software provides, making it worthwhile.

Users sentiment

Rather negative
-0.33

PDF Butler alternatives

  • Logo of Docomotion
    Docomotion
    Generate perfect Salesforce documents, automatically.
    Read more
  • Logo of PandaDoc
    PandaDoc
    Streamline documents, close deals faster, and improve productivity.
    Read more
  • Logo of Proposify
    Proposify
    Create, send, and track winning sales proposals with ease.
    Read more
  • Logo of Docs Made Easy
    Docs Made Easy
    Effortless Salesforce document creation, no coding needed.
    Read more
  • Logo of Conga Composer
    Conga Composer
    Generate error-free documents from data, boosting efficiency.
    Read more
  • Logo of FormTitan
    FormTitan
    Build Salesforce forms, documents, and portals without code.
    Read more

PDF Butler FAQ

  • What is PDF Butler and what does PDF Butler do?

    We find PDF Butler to be a helpful tool for Salesforce users who need to automate document creation. It simplifies generating proposals, quotes, and contracts. It's known for its user-friendly design and smooth integration with Salesforce, though some setup challenges have been reported. We especially like its ability to create personalized, professional documents.

  • How does PDF Butler integrate with other tools?

    PDF Butler seamlessly integrates with Salesforce, providing a streamlined document generation experience within the platform. It also integrates with various e-signature providers like DocuSign and Adobe Sign. We find this makes it a convenient, all-in-one solution for document workflows.

  • What the main competitors of PDF Butler?

    We find that PDF Butler's main competitors include Conga Composer, Docomotion, Docs Made Easy, FormTitan, PandaDoc, and Proposify. These alternatives offer similar document automation and generation capabilities within Salesforce.

  • Is PDF Butler legit?

    We find PDF Butler to be a legitimate Salesforce app for document automation. It's generally well-regarded for ease of use and Salesforce integration, though some users have noted difficulties with the initial setup and pricing. The positive growth trends suggest a healthy and reliable product.

  • How much does PDF Butler cost?

    I am sorry, but we don't have pricing information for PDF Butler at this time. We recommend checking their website or contacting their sales team for the latest pricing details.

  • Is PDF Butler customer service good?

    We find that PDF Butler's customer service is generally considered very responsive and helpful. Users mentioned the team's availability and willingness to assist with various questions and queries. While some setup challenges were noted, ongoing support seems positive.


Reviewed by

MK
Michal Kaczor
CEO at Gralio

Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.

TT
Tymon Terlikiewicz
CTO at Gralio

Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.

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