--- title: PDF Butler Reviews meta_title: 'PDF Butler Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 23 reviews by the users' company size, role or industry to find out how PDF Butler works for a business like yours. aggregate_rating: rating_value: 4.1 review_count: 23 scale: '5' date_modified: '2026-08-07' parent_category: name: Collaboration & Productivity url: https://www.g2.com/categories/collaboration-productivity --- # PDF Butler Reviews **Vendor:** CloudCrossing BVBA **Category:** [Document Generation Software](https://www.g2.com/categories/document-generation) **Average Rating:** 4.1/5.0 **Total Reviews:** 23 ## About PDF Butler Create & E-Sign proposals, quotes, contracts, reports and more with a click. Automate corporate document creation and delivery in seconds with the FASTEST solution on the Salesforce AppExchange.  Create documents via click, workflow or batch: ✔Proposals ✔Quotes ✔Invoices ✔Contracts ✔Reports ✔Bills ✔Payslips ✔Certificates BUSINESS EMPOWERED: We let business people make quick changes to templates. This allows them to respond to fast-changing markets. On top of that, you can easily use templates for other brands or translate existing templates to the language of choice. STAND OUT:PDF Butler gives you all the tools that you need to focus 100% on your job. By offering outstanding branding, personalization, structural and content options, we can ensure that you get the most out of Salesforce or any other external system. AUTOMATION:We help automate every single workflow towards, during and after the Document Creation process. Our goal is to produce as many 1-click-result actions as possible. When this is not feasible, we provide built-in collaboration solution flows. PDF Butler lets you create templates & produce consistent, on-brand documents automatically in one click, using ANY standard or custom Salesforce object. Automate via workflow, triggers or on a schedule. ✔ 100% NATIVE EXPERIENCE ✔ GENERATE ANY DOCUMENT IN MERE SECONDS ✔ 1-CLICK AUTOMATION ✔ CONFIGURATION ONLY ✔ POWERFUL TRANSACTIONAL & BULK FEATURES ✔ FLAT PRICING ✔ SHORT TIME TO MARKET (GO LIVE & content changes) ✔ HANDLES ALL COMPLEX DATA MODELS ✔ MS OFFICE AUTHORING ✔ ALLOWS STRONG BRAND REPRESENTATION o Great and strong brand message in every document and on any page o Can include dynamic personalized messages (i.e birthday wish, customized promotions, etc) o Helps you build your brand presence and carry your brand message ✔ PROVIDES A GREAT USER EXPERIENCE o Easily correct mistakes or apply changes in templates yourself o Constant improvement & new features added o Easily address clients in any foreign language & locale o Dynamic Content Structure  No conditional formatting white spaces  Clickable Content table and page numbering possible  Start & repeat on a new page (table headers)  Keep information together for an overview Integrations: Sign Butler COMPANY DESCRIPTION: CloudCrossing is a cloud-oriented company that focuses primarily on Salesforce customers to give them the best possible user experience possible. Currently, we have 2 products in our offering. PDF Butler, an innovative Document Generation solution, that solves all well known Document Generation pain points. More recently we added Sign Butler, a Digital Signature solution that integrates local e-Signature solutions flawlessly into PDF Butler. Our PDF Butler API is open, so other data sources and systems like CRM and ERP systems can be connected as well. PDF Butler provides a 100% native experience by allowing Salesforce users to create proposals, quotes, invoices, contracts, reports, bills, payslips, certificates, non-disclosure agreements (NDA), supplier contracts, employment contracts and more directly from the Salesforce platform. PDF Butler is hands down the fastest & most innovative document generation solution available for Salesforce (force.com). It’s easy to administer, feature-rich and very cost-effective. Most importantly PDF Butler makes it super easy for you as a user to make changes, which is essential in fast-changing times https://www.pdfbutler.com/ ## PDF Butler Pros & Cons **What users like:** - Users love the **time-saving automation** of PDF Butler, streamlining document generation seamlessly and efficiently. (3 reviews) - Users value the **ease of use** of PDF Butler, finding it simple to customize and navigate. (2 reviews) - Users praise the **easy editing** capabilities of PDF Butler, finding it user-friendly and customizable. (2 reviews) - Users appreciate the **easy E-signature process** of PDF Butler, streamlining document management without the need for printing. (2 reviews) - Users value the **Salesforce integration** of PDF Butler, allowing quick document generation while ensuring data security. (2 reviews) - Content Management (1 reviews) - Users value the **seamless integrations** of PDF Butler, which greatly enhance their efficiency and streamline workflows. (1 reviews) - Features (1 reviews) - Signature Management (1 reviews) **What users dislike:** - Users suggest that the **user interface needs improvement** , stating it feels cluttered and could enhance usability. (3 reviews) - Users feel that PDF Butler is **expensive** and suggest it should be more affordable for better accessibility. (2 reviews) - Users face challenges with **limited mobile access** , restricting their ability to manage invoices efficiently on the go. (1 reviews) ## PDF Butler Reviews ### 1. Great Experience Easy to Use **Rating:** 4.0/5.0 stars **Reviewed by:** Nafees B. | Marketing Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** December 13, 2024 **What do you like best about PDF Butler?** I think the best feature is the easy E - digital signing process. Makes the experience completely digital and doesnt need printing. **What do you dislike about PDF Butler?** Theres not much to dislike thats the reason i am using pdf butler but the UI could be better. **What problems is PDF Butler solving and how is that benefiting you?** Now we can digitally sign all documents and integrate these signatures into our automatically generated documents. ### 2. Salesforce with PDF Butler **Rating:** 4.0/5.0 stars **Reviewed by:** Mahke M. | Sales & Marketing Engineer, Small-Business (50 or fewer emp.) **Reviewed Date:** April 12, 2025 **What do you like best about PDF Butler?** Dynamic data handling, automation, and fast performance ( generate large complex documents quickly. **What do you dislike about PDF Butler?** If you have a large team, then it's powerful, but not for the individual user. Pricing is per user **What problems is PDF Butler solving and how is that benefiting you?** before the PDF Butler limited document activity ( not visibility on to sent documents) , but after PDF Butler integrated with salesforce ( Track all the documented activity) by record. ### 3. Easy to use invoicing tool **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** January 17, 2025 **What do you like best about PDF Butler?** It ability of integration with sale force **What do you dislike about PDF Butler?** Its limitation of adding more then a certain info tabs in invoice **What problems is PDF Butler solving and how is that benefiting you?** Automatic invoicing generation from my salesforce DB. ### 4. Nice work for pdf editing and changing **Rating:** 4.0/5.0 stars **Reviewed by:** Huub V. | Manager Accounting & Control, Mid-Market (51-1000 emp.) **Reviewed Date:** October 20, 2023 **What do you like best about PDF Butler?** PDF butler works as a service to have all things aligned as should be. It is easy to have and flexible in implementation software. The customer support is easy to have and it also is a great way of working when the frequencye of Use is relatively high. The number of features in the program is not limited ad therefore it really helps the customer **What do you dislike about PDF Butler?** The dislike is the ease of integration as it really is difficult to have and have some of the things working as should be. However when it works it is all fine. **What problems is PDF Butler solving and how is that benefiting you?** Document generation was perfect for PDF butler as the option is still there to edit and change the pdf afterwars so that it has the functionalities as should be. ### 5. Documents made easy **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Chemicals | Enterprise (> 1000 emp.) **Reviewed Date:** June 28, 2022 **What do you like best about PDF Butler?** The complexity of some documents I need to create usually was quite a task, but PDF Butler allows me to do it easily. Once you're up-to-speed you'll be flying **What do you dislike about PDF Butler?** There is nothing to really dislike. Some users may not find an option for every process they want to achieve, and some may find the software 'clunky' **What problems is PDF Butler solving and how is that benefiting you?** I can easily replace a Powerpoint presentation with PDF Butler. It looks far better, and everyone is happy when its not "another Powerpoint" ### 6. Design the documents that i pictured to awe my customers **Rating:** 4.0/5.0 stars **Reviewed by:** Mohamed S. | Sales Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 25, 2021 **What do you like best about PDF Butler?** It can design the documents which I used make in MS Word! Changing it is also very simple. Update the Word Document and uploading it to PDF BUTLER, That's it Most of the word features we can use in PDF butler. **What do you dislike about PDF Butler?** Nothing much. Only is that it takes some time to learn it. And it's cost is little on the higher side even though trial version is available. Would love to get it in lesser price. **What problems is PDF Butler solving and how is that benefiting you?** Lively documents I am able to create in it. We used to make it in word mainly or PowerPoint now by using pdf butler it looks very attractive and like able to clients ### 7. Great way to generate for Salesforce in all popular file formats **Rating:** 3.5/5.0 stars **Reviewed by:** Seda E. | Student of translation and interpretation, Small-Business (50 or fewer emp.) **Reviewed Date:** November 23, 2021 **What do you like best about PDF Butler?** İt is easy to use in every level. You can do your job fast and professionally with pdf Butler. I generate every kimd of documents in here easily. And I can personalize without jeopardizing. **What do you dislike about PDF Butler?** İt doesn't include my mother tounge language. I know English but most of my peers don't know. Therefore, it should include more languages to increase the users. **What problems is PDF Butler solving and how is that benefiting you?** I understand the PDF Butler vary fast and I usually don't. Also, I do my job quickly with Pdf Butler this is also a plus one aspect. And Iove how the page numbers that always match without space. ### 8. My Honest Review about PDF Butler **Rating:** 4.0/5.0 stars **Reviewed by:** Shivam V. | Security Engineer, Mid-Market (51-1000 emp.) **Reviewed Date:** October 26, 2021 **What do you like best about PDF Butler?** I like the Conversion of Document Most Useful as it can Change Any Form of Document Within mere Seconds **What do you dislike about PDF Butler?** I think it has Some Integration Problems with MAC Because When Ever I have Tried it While using my Macbook It always Creates a Problem **Recommendations to others considering PDF Butler:** I would like to recommend it to any Startup or small business that has to handle a lot of Documents. You Must Check out this Product, It Surely will Save a ton of Your Time **What problems is PDF Butler solving and how is that benefiting you?** Currently, we are Using it to Change or Collect all our Clients Documents and Generating Proof Of Concepts. ### 9. Great + easy to use. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Automotive | Enterprise (> 1000 emp.) **Reviewed Date:** November 18, 2021 **What do you like best about PDF Butler?** PDF Butler provides an easy way for me to generate sales documents for clients and customers. **What do you dislike about PDF Butler?** This software works fine for the reason I need it, no issues. **What problems is PDF Butler solving and how is that benefiting you?** The main benefit is that PDF Butler generates exactly what I need to get sales. ### 10. PDF Butler Review **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** November 25, 2021 **What do you like best about PDF Butler?** Complex PDFs are also generated in seconds, Easy to use. **What do you dislike about PDF Butler?** Pricing (especially for nonprofits and foundations in developing nations) could be re-looked at. **What problems is PDF Butler solving and how is that benefiting you?** Fast, Easy to use, Secure ### 11. very easy to use **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** October 19, 2021 **What do you like best about PDF Butler?** very user friendly, I have not had any issues **What do you dislike about PDF Butler?** At this time I have not found anything I dislike **What problems is PDF Butler solving and how is that benefiting you?** graphical interface to the Windows version of PDFTK making it much easier to use ## PDF Butler Discussions - [What is PDF Butler used for?](https://www.g2.com/discussions/what-is-pdf-butler-used-for) - [View PDF Butler pricing details and edition comparison](https://www.g2.com/products/pdf-butler/reviews?filters%5Bnps_score%5D%5B%5D=4§ion=pricing&secure%5Bexpires_at%5D=2026-08-14+07%3A02%3A15+-0500&secure%5Bsession_id%5D=c65f5a99-298e-4c77-8a32-d2abba5b5653&secure%5Btoken%5D=2ca0bf9a9b77dfd48a749ad9c221538e0bec470a6d8be3a8c6de86e9bd522c7e&format=llm_user) ## PDF Butler Features **Additional Functionality** - Third-Party Integrations - To-Do List - @mentions - Single Sign On - File Management - Activity Dashboard - Drag & Drop - Alerts/Notifications - Prioritization - Access Controls/Permissions - Screen Sharing - Content Management - Brainstorming - AI Copilot - File Transfer - Calendar Management - Status Tracking - Real-Time Notifications - Version Control - Task Management - Activity Tracking - Real Time Editing - Communication Management - Chat/Messaging - Tagging - Generative AI - Assignment Management - Task Scheduling - Project Management - Collaboration Tools - Workflow Management - Secure Data Storage - File Sharing - Document Storage - Task Progress Tracking - Discussions/Forums - Commenting/Notes - Reporting & Statistics - Contact Management - Video Conferencing - Progress Tracking - Mobile Access - API - Document Management - Customizable Branding **Data Sources** - Software - Spreadsheets - Documents **Generation** - Templates - Automation - Branding - Email Templates - Alerts/Notifications - Document Templates - Customizable Templates **Delivery** - Workflow - Schedule - Batch - Compliance Management - Workflow Management **Generative AI** - AI Text Generation - AI Text Summarization - AI Text-to-Image - AI Image-to-Text - Generative AI - Document Generation **Agentic AI - Document Generation** - Autonomous Task Execution **Additional Functionality** - Customizable Forms - Multiple Format Support - Activity Dashboard - Activity Tracking - Drag & Drop - Digital Signature - Collaboration Tools - API - Search/Filter - Third-Party Integrations - Text Editing - Audit Trail - Approval Process Control - Content Management - Multiple Output Formats - Offline Access - Data Import/Export - Access Controls/Permissions - Forms Management - Data Synchronization - Content Library - Customizable Fields - Multi-Language - Data Storage Management - Contract Drafting - Archiving & Retention - Full Text Search - Interaction Tracking - Contract/License Management - Document Review - Batch Processing - Conditional Logic - Document Management - Document Storage - Template Management - Electronic Signature - Reporting & Statistics - Version Control - AI Copilot - Workflow Automation ## Top PDF Butler Alternatives - [Conga Composer](https://www.g2.com/products/conga-composer/reviews) - 4.4/5.0 (847 reviews) - [PandaDoc](https://www.g2.com/products/pandadoc/reviews) - 4.7/5.0 (3,510 reviews) - [DealHub AI](https://www.g2.com/products/dealhub-ai/reviews) - 4.7/5.0 (848 reviews)