PDFBetter works with Salesforce through its Zapier and Make apps, with no code. Use it to produce agreements from opportunity and account data and track their signatures back in Salesforce, without manual exports. Each run of a PDFBetter step counts as one agent & automation run on your plan.
What you can automate with Salesforce
Order forms from opportunities: An opportunity reaches a stage → Fill PDF Form on your order form → Send PDF for Signature to the contact.
Signed status in Salesforce: Document Fully Signed → the opportunity is updated and a task is logged.
Files attached: Document Fully Signed → Download Signed PDF → attached to the account record.
Set it up
Set it up
You need a PDFBetter account and a Zapier or Make account connected to Salesforce. There is nothing to install.
Connect PDFBetter
In PDFBetter, go to Settings → Integrations and click Set up in Zapier or Set up in Make, then click Allow and connect when PDFBetter asks.
Add Salesforce
In the same Zap or scenario, add a Salesforce step and connect your Salesforce account in Zapier or Make.
Map and test
Map files and fields between the steps, run a test with a real document, then turn the Zap or scenario on.
The PDFBetter steps to use
The PDFBetter steps to use
Fill PDF Form, Send PDF for Signature, Get Signature Request, Download Signed PDF.
In Make the same steps appear in sentence case. Make also offers Watch recipient signatures and Watch new form responses, which aren't in the Zapier app.
Pricing
Pricing
This works on every PDFBetter account plan, including Free. Each PDFBetter step that runs counts as one agent & automation run; triggers and failed steps don't count.
Agent & automation runs per month: 200 on Free, 5,000 on Pro, unlimited (fair use) on Business.
Zapier's tasks or Make's operations, and your Salesforce plan, are counted by those services as usual.
Plans
What each plan includes
| Free | Pro | Business | |
|---|---|---|---|
| Connect AI agents (MCP) | Included | Included | Included |
| Agent & automation runs per month | 200 | 5,000 | Unlimited |
What it doesn't do
- PDFBetter doesn't connect to Salesforce directly: Zapier or Make runs the steps between them, so you need an account with one of them.
- Download links in a step's output expire after about 10 minutes, so pass files on within the same run.
- AI steps read a PDF's text layer; run Make PDF Searchable (OCR) first on scanned documents.
Salesforce + PDFBetter: questions people ask
Which Salesforce editions work?
That depends on Zapier's and Make's own Salesforce requirements, which generally need API access in your edition. PDFBetter's side works with any of its plans.
Do I need Zapier or Make to connect Salesforce?
Yes, one of them. Both connect to Salesforce and to PDFBetter; pick the one you already use. Make also has triggers for each recipient's signature and new form responses.
Does it cost extra in PDFBetter?
No. It's included on every plan, including Free; each PDFBetter step that runs uses one of your plan's monthly agent & automation runs.
Are my documents stored in PDFBetter?
Files a step works on are imported into your PDFBetter account so the step can process them, and appear in your documents, where you can delete them.