The PDF Butler alternative for Salesforce sales teams
PDF Butler is a well-reviewed Salesforce document generation app: templates are designed in Microsoft Word, configured in Salesforce and produced as PDF, Word, Excel or PowerPoint, singly or in batches. Its digital signature is listed separately. SalesSign is built for sales documents instead: reps build proposals inside Salesforce, see how buyers engage with them and collect the signature and payment in one flow, from £19 per user per month.
Strong, low-cost document generation from Word templates. Sales engagement tracking is not its focus.
Which one should a Salesforce team choose?
Choose SalesSign if your reps send proposals, quotes and contracts from the Opportunity and you want the document built in the browser, engagement data on the record, signatures included on every plan and payment at signature, without designing templates in Word.
Stay with PDF Butler if you generate high volumes of operational documents, such as statements, certificates or batch runs of thousands, need Word, Excel or PowerPoint output, or want the lowest per-user price for generation. PDF Butler does that well, and SalesSign is not built for batch output.
Why Salesforce teams choose SalesSign over PDF Butler.
Build in the browser, not in Word
PDF Butler templates are designed in Microsoft Word and configured in its Doc Config tab with merge tags. SalesSign’s drag-and-drop builder runs inside Salesforce, with pricing tables, Salesforce merge fields and locked sections, so sales ops can change a template without a Word file.
Know what the buyer read
PDF Butler’s signing reports status: sent, viewed and signed. SalesSign records who opened the proposal, time on each page and where they stopped, and writes it to the Salesforce record so reps know which deals are live.
Signature and payment in the same plan
PDF Butler’s digital signature has its own AppExchange listing from $17 per user per month. SalesSign includes eSignatures on every plan, and the Max plan adds Stripe payment at signature and forms mapped to Salesforce.
SalesSign vs PDF Butler: side by side.
How the two approach documents for a team that sells from Salesforce.
PDF Butler details taken from its AppExchange listings (PDF Butler for Salesforce; Digital Signatures by PDF Butler) and pdfbutler.com on 30 September 2026. PDF Butler prices are in US dollars; SalesSign prices are shown in your currency. Always check the latest with the vendor.
PDF Butler pricing, and what a sales team pays.
PDF Butler does not publish a pricing page on its website; its AppExchange listings show per-user starting prices, with other licence models on quote.
| PDF Butler listing | Starting price | Other licences | Includes |
|---|---|---|---|
| PDF Butler for Salesforce | $14 per user per month | Per document, communities and batch on quote; nonprofit discounts | Document generation, Doc Config, Flow actions |
| Digital Signatures by PDF Butler | $17 per user per month | Contact PDF Butler | Native signing with OTP and ID checks |
For a ten-person team that needs its documents connected to Salesforce, here is how the list prices add up over a year.
Generation plus Digital Signatures
- Word, Excel and PowerPoint templates and output
- Batch generation on a separate licence
- Signing status tracking
- Confirm bundle pricing with PDF Butler
Pro
- Salesforce integration, analytics and eSignatures included
- 20 signing envelopes per user each month, top up as you go
- AI Studio builder assistant
- No annual contract
Max
- Everything in Pro
- 50 signing envelopes per user each month
- Stripe payments at acceptance
- Forms mapped to Salesforce fields
A closer look at the PDF Butler alternative for Salesforce.
Build and send without leaving the Opportunity
SalesSign’s builder runs inside Salesforce. Reps pick a template, merge fields fill from the Opportunity, Account, Contacts, Quotes and custom objects, and the proposal goes out from the same screen. Signed PDFs land on the record automatically, with the audit trail beside them.
Know which deals are actually engaged
Every viewer, every page, every minute. SalesSign records who opened the proposal, how long they spent on each page and where they stalled, then surfaces it on the Salesforce record and in reports. It is included on every plan.
A signing flow built for buyers, with a full audit trail
Sequential or parallel routing, automatic reminders, inline validation and a mobile-first signing page carrying your brand. Each signature is timestamped with IP and recipient detail, and the completed audit trail is stored against the Salesforce record alongside the signed PDF.
How to move from PDF Butler to SalesSign in six steps.
Many teams keep PDF Butler for operational and batch documents and move sales documents to SalesSign.
Split sales and operational documents
List what PDF Butler generates today. Proposals, quotes, order forms and contracts sent to buyers move to SalesSign; statements, certificates and batch runs can stay where they are.
Audit the sales templates you actually use
For each sales template, note the Salesforce objects, fields and related lists it merges. Most teams find five to ten templates do nearly all the work.
Rebuild those templates in SalesSign
Rebuild proposals and quotes in the drag-and-drop builder with pricing tables and merge fields. For contracts you cannot change, upload the existing PDF and overlay the signature fields.
Connect Salesforce
Install the SalesSign package, authorise the connection and map merge fields to the Opportunity, Account, Contact, Opportunity Products and custom objects.
Run a pilot for one sales cycle
Start with the 14-day free trial and its five envelopes, then move a pilot team onto a plan and send new sales documents from SalesSign.
Reduce the PDF Butler licences
Once sales documents run from SalesSign, reduce PDF Butler to the users and licence model your operational documents need.
Comparing PDF Butler with other Salesforce document tools?
If the shortlist is about generating and signing documents from Salesforce data, these comparisons ask the same questions.
PDF Butler vs DocuSign
DocuSign signs documents you already have; generation needs DocuSign Gen, licensed separately. See how SalesSign compares with DocuSign.
PDF Butler vs Adobe Sign
Adobe’s Salesforce integration sits in its quoted enterprise tier, with documents built from templates. See how SalesSign compares with Adobe Sign.
PDF Butler vs PandaDoc
PandaDoc builds proposals in its own editor and sells Salesforce as a paid add-on. See how SalesSign compares with PandaDoc.
PDF Butler alternative questions, answered.
How much does PDF Butler cost?
PDF Butler’s AppExchange listing starts at $14 per user per month, with per-document, community and batch licences on quote and discounts for nonprofits. Its Digital Signatures listing starts at $17 per user per month. It offers a 30-day free trial.
Does PDF Butler include e-signature?
PDF Butler offers its own digital signature, listed separately on the AppExchange, with OTP and ID checks, and it also connects to DocuSign and Adobe Sign. SalesSign includes e-signature on every plan.
Is SalesSign a good PDF Butler alternative?
For sales documents, yes: proposals, quotes, order forms and contracts built inside Salesforce, tracked and signed. For high-volume batch generation or Word, Excel and PowerPoint output, PDF Butler is the better fit, and many teams run both.
Do I need Microsoft Word to build SalesSign templates?
No. Templates are built in the SalesSign builder in the browser, inside Salesforce. Existing PDFs can be uploaded as fixed documents with signature fields overlaid.
Can SalesSign generate documents in bulk?
SalesSign generates documents from individual records and from Salesforce Flow, but it does not offer scheduled batch runs of thousands of documents. That is a PDF Butler strength.
Can I see whether a buyer read the proposal?
Yes. SalesSign records who opened the document, time spent on each page and where they stopped, with session replay, and writes the engagement to the Salesforce record on every plan.
Can I collect payment when the customer signs?
Yes, on the SalesSign Max plan. Sign & Pay connects your own Stripe account so a customer pays at signature, and the payment is written to a Transaction record in Salesforce.
Ready to switch from PDF Butler?
Book a 20-minute live demo on a use case that matches how your team sells today, or start a 14-day trial and send a real proposal from Salesforce.