Category: Titan Docs

Understanding the Salesforce Google Drive Integration In this article, we want to learn more about the benefits of connecting your Salesforce and Google Drive platforms. To do this, we need to start at the very beginning by explaining these two cloud-based platforms that are giants in the industry. Salesforce | #1 CRM Platform Salesforce! It’s a world-famous…

When working in Salesforce, having a document automation process to generate documents and work with them directly in your CRM platform is helpful. The correct document automation process can support you when creating, working with, and distributing your various documents faster so that you can focus on sales, marketing, customer services, and other initiatives in your business….

Document Generation in Salesforce Document generation for Salesforce automatically creates documents that include Salesforce data. There are three methods to implement document generation for your business. S-Docs is the native document generation tool for Salesforce that allows you to create templates that you can use to generate documents in a variety of formats such as Excel, Word,…

About DocuSign Document Generation What is Docusign Gen? DocuSign is the platform you want if you need electronic signatures and management services for your digital transactions. With docgen DocuSign, you will be able to safely send documents, allow readers to sign them, and overall manage your signed documents. Additionally, you get the ability to collaborate on your…

Salesforce Community Pages Salesforce Community Pages are web pages hosted on Salesforce servers and are accessible to members of a Salesforce community. Community pages are used to collaborate on projects, provide information, and connect with other community members. You can use the pre-built standard pages that can be customized according to your needs or create custom pages…

Foundational documents contain laws and principles to guide a society or institution. From the original documents to the current ones, these texts guide the laws and policies that are established today. Join us in this article to learn how to create these documents fast with the world’s leading customer relationship management (CRM) platform, Salesforce, and document generation…

What is Conga? The name Conga comes from the Cuban conga drum which reflects Conga’s mission to assist businesses in making the rhythm of their revenue sing. Conga is a cloud-based document creator software with a suite of products to help your business automate and streamline processes. There are several Conga products on offer. The Conga Composer…

What is Industry Cloud in Salesforce? Industry Clouds Salesforce, which is sometimes known as Salesforce industry vertical solutions, is a collection of cloud-based tools and solutions that are customized for particular industries such as healthcare, financial services, retail, and manufacturing.These industry clouds for Salesforce were introduced in 2020 when the President and Chief Product Officer, David Schmaier,…

Salesforce CPQ Documentation: What is Salesforce CPQ? Let’s start with the first question, what does CPQ even stand for in Salesforce? CPQ stands for Configure, Price, and Quote. Now that we have that covered, what is CPQ in Salesforce? This is the Salesforce Quoting tool you can implement in your business to streamline your sales processes regarding…

If you are looking for software that can help your business automate workflows with document generation in Salesforce, then Nintex is a pretty solid option. Like other reliable tools on the market, this platform integrates well with Salesforce and gives your business the power to create and design personalized documents with no coding experience. When you sign…