75% Faster Invoice Generation for FDA

FDA generates nearly 3,000 membership invoices per year, with pricing that varies based on member affiliation and company size.

Managing 600 annual price books made invoice creation complex and error-prone. At the same time, billing workflows were 99% paper-based, requiring bulk document printing and manual cost center assignment without a structured merge process.

Adding to the pressure, FDA’s third-party Salesforce document tool issued a contract renewal that increased costs by 4x. With rising software costs and operational strain, the IT team began searching for a more efficient and cost-effective document generation solution for Salesforce.

FDA implemented Titan Document Studio as their Salesforce-first solution to centralize invoice generation and membership documentation.

Teams generate invoice batches from Salesforce list views and use Titan’s merge feature to produce consolidated PDFs for bulk processing.

For member onboarding, business developers generate pre-filled affiliation documents on an iPad, collect digital signatures on-site, and store finalized PDFs in Salesforce.

Titan was also integrated with Salesforce screen flows to validate invoice data before document generation.

75% Faster Invoice Generation: Annual billing runs previously took 1–2 days to complete. With Titan, the first large-scale run finished in half a day.

Zero Crashes During Billing Cycles: FDA experienced its first crash-free billing period in five years, eliminating software-related disruptions during peak processing.

30-Minute Interruptions Eliminated: Previous software errors caused employees to wait up to 30 minutes while issues were diagnosed and resolved. Those interruptions were removed during billing cycles.

Avoided 4x Software Renewal Costs: FDA’s previous document vendor issued a renewal with fees increased by four times. Titan’s pricing was approximately two-thirds of that projected cost.

Improved Data Validation: Salesforce screen flows now validate invoice data before document generation, improving billing accuracy and consistency.

Reduced IT Dependency: Template management no longer requires the same level of IT involvement as the previous document tool.