40% Software Savings for Big Truck Rental

Salesforce serves as BTR’s primary business platform, supporting key workflows across the organization.

For document generation and eSignatures, BTR relied on a third-party solution connected to Salesforce. While functional, the process required users to move between multiple systems and perform several manual steps to prepare and send documents.

As document requirements evolved, maintaining templates and ensuring consistency became increasingly complex. The disconnected workflow created inefficiencies, limited visibility, and required additional administrative effort from the team.

BTR needed a more flexible and cost-effective solution that would streamline document generation and eSignatures directly within Salesforce while minimizing disruption to existing processes.

After evaluating several alternative solutions, BTR selected Titan for document generation and eSignatures within Salesforce.

Using Titan Document Studio, BTR centralized and streamlined document management, creating a scalable process for generating, managing, and sending business-critical documents directly from Salesforce. Templates are maintained outside of Salesforce and published seamlessly into the platform, making updates faster and easier to manage.

With Titan, users can generate, review, and send documents from a single workflow without relying on manual file handling or switching between multiple systems. Document data is automatically populated from Salesforce, improving accuracy, reducing administrative effort, and creating a more consistent user experience.

Titan also enabled BTR to consolidate multiple steps into a unified workflow while maintaining the flexibility needed to support existing business processes. To encourage adoption, the implementation included both a guided workflow and a simplified automated option, allowing users to transition at their own pace.

40% Lower Software Costs: Replacing the previous document management platform with Titan reduced software costs by 40%.

Adoption in 2 Weeks: Within two weeks, the sales team had fully adopted the simplified “easy-button” process inside Salesforce.

13 Hours Saved Per Month: Document sending dropped from a 10-minute manual process to a 2-minute review-and-send process inside Salesforce.

Live in 10 Days: BTR implemented Titan’s document generation and eSignature process inside Salesforce in just over a week.

Zero Go-Live Issues: BTR went live without disrupting daily sales operations while continuing to process a high volume of transactions.

Fewer Workflow Interruptions: Sales reps can now complete document tasks inside Salesforce instead of moving between multiple systems throughout the day.

Guided Rollout Without Disruption : BTR worked closely with Titan’s Services team through a show-demo-feedback approach, helping the team roll out the new process without disrupting existing sales operations.