Manulift Reduces
Time-to-Quote by 80%

Before Titan, Manulift’s quote generation process relied on fillable Adobe PDF documents and supporting tools outside Salesforce. This created several operational issues:

Limited visibility: Sales reps and management had no clear way to track which quotes were sent or outstanding.

Manual updates: Updating quote models or specifications required extensive manual work and coordination with a graphic designer, creating bottlenecks.

Version control problems: Documents were stored and shared in SharePoint, leading to duplication and teams working from outdated or incorrect versions.

The result was slower quote turnaround, higher overhead, and inconsistent documents.

Manulift implemented Titan’s Document Studio to move quote creation directly into Salesforce.

Quote models, specifications, images, SKUs, and pricing now live in Salesforce and are automatically pre-populated in multiple languages. Updates are made once and reflected across all quotes without additional manual steps.

Sales teams generate, update, and send quotes without manual document edits or design support. Less time fixing documents means more time working with customers.

80% Reduction in Time-To-Quote: From 10 hours to 2 hours. Time previously spent updating documents is now back with the sales team.

4x Faster Doc Updates: Tariff disclaimers that previously required multiple steps now take just 2–3 hours to apply.

Improved Accuracy and Compliance: Sales reps select only from approved SKUs and warranty options, reducing errors such as incorrect warranty terms.

Better Visibility: Quotes are tracked directly in Salesforce, giving sales teams and managers real-time oversight.

Manulift’s Next Steps
Manulift plans to extend Titan Docs beyond quotes to automate sales contracts and other customer-facing documents.

This will further reduce manual work and support scalable sales operations across the business.