A Document Automation Guide

Nikita R.

Media-savvy content creator, with a curiosity for all Salesforce experiences.

Updated: Jul 1st, 2025

When you add automation to your document creation or editing workflows, teams get to eliminate repetitive manual tasks, eliminate errors from copy-pasting data, and standardize content in and outside of Salesforce.

If these automation solutions already sound compelling, join us in the article below. We explore document automation in more detail.

What is Document Automation?

We don’t want to skip through the basics, so let’s start at the beginning. Document automation is a process created with software to design, generate, and help people manage documents. Contracts, reports, invoices, and legal agreements are common documents that are created and used daily in business operations. For this reason, the field of document automation was born to streamline common administration workflows.

Document creator software can give businesses the tools and templates they need to speed up workflow processes, such as the following:

Adding data to a document.

Formatting the content in your document.

Attaching special content to documents.

Send your completed and approved documents.

With document automation software, many organizations have been able to get more work done while reducing errors like typos and copy-pasting mistakes in Salesforce. Additionally, document automation software increases the amount of documents you can create while making sure that content is consistent and accurate.

Features from High Quality Document Automation Software

Based on the benefits that you can receive from adding document automation software to your Salesforce system, you probably want to know what you are really getting out of these apps. Not all document automation software are created the same, but here are some of the key features you would want.

A Library of Templates

If an application specializing in document automation considers itself to be number 1 on the market, it should provide document templates.

Templates are essential for automating documents as they determine the structure, layout, placeholders for data, and formatting options for your future generated documents.

Integrate with Salesforce

Since Salesforce is such a giant in the industry, we know that you are using it for your Customer Relationship Management (CRM) processes.

All the best document automation software integrates well with Salesforce, databases, spreadsheets, and other CRM systems to transfer data automatically between platforms to reduce errors and save time.

Provide Conditional Logic Capabilities

The document builder that you choose for your Salesforce system should also allow you to add conditional logic so that you have the option to generate different content in your documents, which are based on criteria that you set up.

Document Automation Software for Salesforce

As we mentioned earlier, obtaining software that naturally integrates with Salesforce is a powerful feature to have on your side, especially if you rely on this CRM platform for marketing, sales, and customer relationship activities.

For this reason, we would like to give you two first-class documentation automation applications that you can refer to if you are interested in automating contracts, proposals, quotes, or any other type of document workflows that you work with in bulk and daily.

S-Docs

If you are familiar with the Salesforce ecosystem, then we suggest you try S-Docs. It is an automation solution with document generation capabilities for Salesforce.

As S-Docs is a native Salesforce solution, you get to build documents in Salesforce, manage your templates, and deliver documents to customers and partners quickly.

S-Docs is a good document automation solution, but are they the right application for your business? Let’s take a look at a few pros and cons of combining S-Docs with Salesforce:

Pros

It can automate documents and capture eSignatures for you.

It’s built on Salesforce, so you can continue to work in a familiar interface.

They have document automation for Word, PowerPoint, Excel, Adobe Acrobat, and more formats.

Cons

S-Docs does not have features and capabilities that cater to all Salesforce use cases.

Customer service is not helpful, and customers are reluctant to return to the platform.

Licensing fees are not flexible to meet customer needs.

Titan Docs

S-Docs is a good solution, but as we can see from their online reviews and customer feedback, they are not perfect.

They do not have features that cater to every Salesforce solution and are not willing to assist customers with extending the platform to meet their unique requirements.

If you can relate and need the best document automation software that can help you with any Salesforce solution, we highly recommend Titan. Our Titan Docs app provides point-and-click functionality for generating documents in Salesforce.

To successfully propel your deals and automate document creation for any work process you like is all possible with Titan Docs. Please take a look at our pros and cons below.

Pros

Documents created with Titan are 100% secure and compliant with HIPAA, SOC 2, ISO, GDPR, and other leading frameworks.

Streamline complex document flows between customers, employees, and partners for better digital experiences.

Create and design custom contracts, proposals, quotes, and invoices directly from Salesforce in minutes without any coding skills.

Read fields from any object or report in Salesforce and display them in any format.

Add interactive functionality to documents that writes data directly to any object in Salesforce.

Work with standard or custom objects and any data structure you want.

Cons

We are number 1 on the Salesforce AppExchange marketplace with a 5-star average rating! If you find any problems with our software, feel free to let us know how we can help you! We will gladly assist.

We hope to see you soon! 

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Disclaimer: The comparisons listed in this article are based on information provided by the companies online and online reviews from users. If you found a mistake, please contact us.