CloudFirst Labs Makes Invoicing Error-Free

Customer cases and billing data were already managed inside Salesforce. To bring these processes together, the company built a professional services automation application for managing cases, billing, and Salesforce invoicing. Once the billing engine was in place, the team needed a Salesforce invoice document generation solution that could pull CRM data into invoice documents reliably. Billing data had to be 100% accurate, with no room for errors in customer invoices. 

CloudFirst Labs did not want to introduce a complex document management platform for the final stage of the process. It needed a simpler, more flexible way to generate and maintain invoice documents using Salesforce data. The team also needed to group and total invoice data by project, requirements that only became clear once it began building and testing the invoice workflow.

As both a customer and consulting partner, CloudFirst Labs also needed a collaborative vendor that could support the implementation and help solve technical requirements quickly.

CloudFirst Labs selected Titan Document Studio for Salesforce-connected invoice generation that was easier to use, faster to deploy, and simpler to maintain. Titan works with data inside Salesforce without introducing a separate database, helping CloudFirst Labs keep billing information accurate and consistent.

The company implemented Titan for click-to-generate PDFs from Salesforce. From an invoice screen inside Salesforce, a power user launches Titan, selects the correct template, generates invoices from Salesforce, downloads the document for review, and emails it to the customer.

Titan pulls Salesforce fields into the template and produces a clear, customer-ready invoice. It also gives the non-admin team greater control over document management, allowing users to update fields, adjust layouts, and redeploy templates more easily.

0 Issues Since Go-Live with Titan
Since switching from its previous solution, CloudFirst Labs’ billing document automation has operated without any reported issues. The team has found Titan’s document generation for Salesforce billing easy to use, update, and maintain. 

Customer Approved Invoices
Customers have commented that invoices generated through Titan are clearer and easier to read than the previous format. 

Simplified Document Management
CloudFirst Labs can now update no-code document templates with fast deployment compared with its previous Salesforce invoicing solutions software. Its easy-to-edit Salesforce invoice templates allow users to adjust fields, reposition elements, and redeploy documents quickly. 

Quick Setup and Low Maintenance
Titan was cost-efficient to set up, operate, and maintain for CloudFirst Labs’ automated invoice generation and Salesforce requirements. 

Responsive Technical Support
Titan’s team quickly solved the project-based grouping and summing requirements needed for the invoice process. 

Strong Partner Experience
CloudFirst Labs described its experience with Titan as “night and day” compared with previous software partner relationships. As both a customer and partner, the company found Titan’s team helpful, collaborative, responsive, and easy to work with.