PDFXFill – Intelligent PDF Automation for Salesforce

Fill, Generate, and Sync PDFs with Salesforce — Automatically

A no-code, AI-powered solution to generate PDFs from Salesforce and update CRM data from filled documents.

Watch Demo Contact Us

Turn PDFs into Intelligent Salesforce Workflows

PDFXFill eliminates manual document handling by enabling admins and business teams to configure, generate, read, and sync PDFs directly within Salesforce.

Core Capabilities

No-Code PDF Template Configuration

Map PDF fields to Salesforce objects by clicking directly on the document.

AI-Powered Structured Data Extraction

Extract meaningful data from uploaded documents and update CRM automatically.

Configurable Document Categories

Organize documents with configurable categories and AI enablement.

One-Click PDF Generation

Generate populated PDFs instantly using Salesforce record data.

Pdf Form Data Extraction

Read filled PDFs from outside Salesforce and sync data back automatically.

How PDFXFill Works

  1. Upload and configure PDF templates
  2. Generate PDFs or upload filled documents
  3. Automatically sync data with Salesforce

Business Benefits

  • Reduce manual effort and processing time
  • Improve data accuracy and compliance
  • Empower admins without developer dependency
  • Scale securely on Salesforce

Ready to Automate PDFs in Salesforce?

See PDFXFill in action and transform document-heavy workflows.

Contact Us
Intelligent Process Automation Popup

Newsletter

Become an Insider and receive new posts in your inbox