How can we help you?
When you need to create documents such as quotes, proposals, contracts, invoices, reports, or account summaries, the required data often already exists in Salesforce. Manually copying customer details, product information, pricing, opportunity data, or account records into each document can slow down your process and increase the risk of errors.
This becomes harder to manage when your team needs to create multiple documents, keep information accurate, and make sure the latest Salesforce data is used every time.
Titan Document Generation for Salesforce helps you create dynamic documents using data from Salesforce records and Titan projects. With Titan’s template document builder, you can design templates that automatically include the Salesforce data you need, such as customer details, opportunity information, product lists, pricing, and account data.
You can generate documents from standard Salesforce objects, such as Opportunities, Accounts, Contacts, and Cases, or from custom objects that align with your business processes. Titan can also support automated document workflows that update Salesforce, trigger follow-up actions, route documents for review, or continue a larger process.
This helps you create accurate, ready-to-use documents faster while keeping your document generation process connected to Salesforce.
Note:
Prerequisite:
A Word template must contain interactive Salesforce fields or fields from a Web project added with the Titan Word add-in.
An Excel template must contain interactive Salesforce fields added with the Titan Excel add-in.TitanDXP supports automated workflows where generated documents can trigger updates within Salesforce.
Path:
Project Settings > Tools > Document Generation > Gear icon
