Category: Titan Docs

With the Report Builder tool from Salesforce, you guessed it – you can create business reports. Teams can use the Report Builder to customize reports by extracting the exact information they need from Salesforce. For this reason, it is an important business tool worth discussing. Follow us in the article below to learn how to get meaningful insights from…

Addendum and amendment are terms often used in contract management circles. When communicating with colleagues and other parties in an agreement, it’s important to be clear and precise with instructions. For this reason, we look at when to use addendum versus amendment in contract workflows. As these two terms mean similar but non-identical things in document management,…

It’s 2024, and the B2B market is thriving. Introducing one’s business is one important step to reaching out and attracting potential clients. A well-written business proposal is the perfect way of presenting the products and services your business provides. The bottom line is pretty simple: the success of your business is 100% guaranteed if you don’t overlook…

Whether you have less than 200 employees or over 10,000, Salesforce Sales Cloud has a solution to manage your entire sales process, improve sales efficiency, and boost productivity. Sales Cloud – a customer relationship management platform – was developed directly on the Salesforce Einstein Platform and gives you a 360° view of your customers to do anything…

Salesforce CPQ stands for Configure, Price, and Quote. This software solution from Salesforce can generate quotes for complex business operations. Salesforce CPQ is a solid choice to speed up sales processes as it automates your configuration for providing product information, pricing, and generating quotes. Businesses use Salesforce CPQ to reduce errors in their documents and systems while…

Using Salesforce dashboards and reports is a no-brainer to share valuable insights from studies. However, you need a way to share your data analysis with colleagues who do not have access to Salesforce. In this instance, you want document generation for Salesforce. Generating documents from Salesforce reports and dashboards lets you easily view and share visuals of…

Templates speed up the creation of documents, like contract agreements. Creating templates in your business helps colleagues and clients communicate and work better. For example, a consulting agreement ensures all members understand the tasks that go into completing a project and the obligation of payment for services. Consulting agreements are popular in the business sector since they…

Consulting contracts are a vital part of business agreements. They ensure that both parties are on the same page regarding services provided, and outlining the payment terms for those services. Your constracts should always be as comprehensive as possible and include any contingencies that may occur so there is no wiggle room for either party to try…

By creating templates for bid proposals, businesses keep the format and style of their presentations exactly the same across teams. This means you only need to design a bid proposal once to match your brand and business requirements. Then, you can use templates to generate accurate bid proposals quickly to close deals. Join us in this article…

In general, adding templates to your workflows will make any content standardized. So, why not use templates to generate proposals when building websites? When you use a website project proposal template, you eliminate the need to create one from scratch every time you need one. For example, a website build proposal template can give you approved layouts,…