Category: Titan Docs
With a Salesforce and DocuSign integration, businesses can electronically sign and manage documents within their customer relationship management platform (CRM). But what does this actually mean? Theoretically, your employees will be able to complete the following tasks without leaving the Salesforce ecosystem: Businesses that are dependent on Salesforce tasks to manage their customer relationships find DocuSign a…
When it comes to interacting with customers and clients, there is a large variety of documents for you to choose from depending on the situation. We will break down each type of business document when it comes to generating quotes, bids, and even proposals to make sure you aren’t left scratching your head when it comes to…
What are Excel Dynamic Array Formulas? Excel Dynamic Array Formulas are a set of features and functions introduced in Excel to enable you to work with an array of data dynamically. Traditionally, formulas operated on a single cell at a time which made working with arrays of data cumbersome. The dynamic array functions and formulas allow a…
Hi! Today, we are discussing wet signatures on documents still in Salesforce workflows. If you are interested in finding out how to eliminate these time-consuming and money-wasting elements from your workflow processes, please join us below. What is a Wet Signature? Let’s start by defining wet signatures. They are essentially physical signatures created by people signing paper…
What is a Redline Document? Redline documents are Word documents that show edits, revisions, and changes that were made to a previous version of the same document. Redlined revisions are often used for documentation that requires multiple revisions, for example, legal documents, contracts, regulations, technical manuals, and text-based materials. Redline documents can make it easy for readers…
Notarizing a document is an important step to ensure that it hasn’t been tampered with and to provide evidence that it is authentic. A notary is someone who can help notarize a document, which includes verifying the identity of the signer and checking that they are a willing participant. As this is a common practice for businesses…
What is a Bookmark in Word? Microsoft Word offers a bookmark feature that marks a selection of text or specific location within your document so you can quickly navigate to this point or reference it later. Word Bookmarks are handy if you are creating a long document like a report or manual and need to regularly return…
What are Track Changes in Word? The Track Changes feature in Microsoft Word allows you to collaborate on documents while keeping track of all the changes and edits made to the document. This feature is perfect if your documents are going through the proofreading and editing process as multiple people are able to work on the same…
Many organizations choose to generate their documents as PDFs in Salesforce so that all their content across teams is standardized and looks professional. Documents that are great candidates for PDFs include quotes, invoices, sales proposals, and even data reports. Choosing to use Salesforce to generate PDFs will keep all your document data accurate and all your files…
If your business teams have ever had to create documents manually, you know how time-consuming the process can be. Finding the correct data and transferring it into a document takes time, and if you had to try to speed up the data entry process, your documents might end up with a few typos, missing data, or even…
