Boost Sales with Document Generation in Salesforce

Nikita R.

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

Updated: Nov 26th, 2025

As every part of a sales process requires customer interaction and engagement from sales professionals, there is no denying that to increase sales, teams need to be empowered to negotiate confidently and be persistent to close deals quickly with customers.

Reassessing your Sales Strategy

So, are you ensuring that your Sales team has enough time in their workday allocated to increasing sales through customer engagement?

We suggest eliminating dreary manual workflows by automating all your generated documents with Salesforce. 

Inspire your Sales team to passionately do what they do best with more time on their hands, which is increasing sales!

This article explores how you can boost your sales with document generation supported by Salesforce and Titan.

Let’s get started!

Titan’s Document Automation for Sales

The Sales industry is constantly evolving, and businesses must keep strategies current to meet these demanding requirements. As a result, it’s crucial to spend your time and resources on increasing sales by smartly automating the creation of your documents for your Sales team.

This might seem like a massive feat if you are far from any digital process, but we assure you it is necessary for whichever industry you work in.

Titan’s no-code document generation form tool can assist your business in streamlining your workflow processes today! 

We provide an easy-to-implement platform that integrates smoothly into Salesforce for your custom solutions. 

Titan’s Document Generation Software for Salesforce

Titan Docs offers your business the flexibility of generating innovative and branded documents based on your Salesforce data.

But what is document generation? It’s an automated document creation process that can transform your business by speeding up working with documents. With Titan’s document generation features, you get to make a document that is professional and use it to generate future documents to assist your Sales staff.

Here are a few ways that generated documents can elevate the professionalism of your business:

Create generated documents that are always current with Titan’s bi-directional data feature that’s integrated into Salesforce. This feature will allow your team to access accurate records online – 24/7.

Use Titan Docs to create easy-to-access documentation that is a source of truth and a point of reference for sales teams. Empower your employees to be independent and less key-man-reliant to close business deals faster with confidence.

Use Titan Docs to generate stunning, branded documents to showcase your products and services to customers. Be creative; you can customize your templates to suit your unique business style and personality.

Titan can distribute your generated documents in various formats with a few clicks, allowing you to increase the number of customers your business engages with directly. It’s simple: more customers equals an increase in sales.

Impress buyers with your new elevated document standards to increase customer transactions!

Documents Available with Titan’s Document Automation Software

With Titan, you can create and automate a wide range of document types for your business. These different file types let you cater to all the scenarios you need. Titan supports the following file types: PDF, Microsoft Word, Microsoft Excel, and even HTML pages.

Speed up the creation of your documents faster than ever before! Titan also helps distribute contracts and quotes promptly, which makes the difference between gaining a client, closing a deal, or missing an opportunity entirely.

Use any of the following automated doc solutions to expedite business deals.

Reports

Use Titan Docs to create, manage, and distribute reports quickly. You may even decide to work in batches if you choose.

Personalized Templates

Completely customize any template directly from Salesforce with Titan Docs.

Quotes

Increase your Sales team productivity with automated quotes that will get your products or services out first and fast, ahead of the competition. Additionally, Titan can help your business make more deals with accurate information pulled directly from Salesforce.

Proposals

Use Titan to impress customers by negotiating your offers with precise, accurate, and rapidly generated sales proposals. Our bi-directional data flow with Salesforce boosts your business reputation by eliminating manual errors.

Efficient Workflows

Drive faster review and approval processes for your Sales teams using automated Salesforce document generation with Titan. This automation upgrade allows your staff to focus on actual sales lead generation and follow-ups instead of manual tasks.

We can show you how to achieve these business goals with Titan and Salesforce. Read a bit further as we dive into a few use cases.

Best Practices for Salesforce Users

Do the following tasks keep your Sales team from achieving their sales goals?

Preparing and emailing individual text documents

Searching for the latest, most appropriate documents to use

Are you constantly updating documents to match your business’s brand, color palettes, and logos?

Are you finding inconsistent documents that need to be updated to the correct layout, structure, text color, and latest logos, which need further time to filter and adjust?

Looking for documents that are saved on different personal computers outside of the Salesforce system and hoping they are not lost or corrupted

These problems can be rectified easily with Titan’s document generation system. Our platform can help your business evolve into a well-run, professional operation. Here are some basic and advanced examples of daily workflows that use Titan and Salesforce effectively.

Pre-Populate Interactive Documents from Salesforce

Titan awards user interaction with all data and fields pulled directly from your CRM platform to optimize document generation for Salesforce. Add any type of no-code field imaginable with our drag-and-drop platform. Here are some of the elements we offer. For a comprehensive list, ensure you get in touch with Titan.

Drop-down menus

Primary onboarding registration fields

Name fields

Email fields

URL fields

Date/Time elements

Signature elements

And so much more!

Sign Documents from Salesforce

Close major deals faster with Titan’s electronic signature elements that can be added to your generated documents before distribution. As a result, your customers can easily access and sign your documents with an elevated mobile-friendly experience.

Titan’s Custom Bi-Directional Data Flow Feature

Did you know that Salesforce does not have a document generation function? Why not use Titan as your 3rd party solution?

Titan lets you push and pull documents and data from Salesforce with no code; just clicks! Save your Sales team vast amounts of time with Titan’s real-time Salesforce document generation apps without leaving Salesforce.

Automate Document Generation with Salesforce

We noted above that manually editing, designing, or creating documents in Salesforce wastes time. Let Titan help you automate your document generation with Salesforce. Titan offers an uncomplicated system for endless business implementations, like merging multiple records and documents into a single file.

Contact Titan today for a demo to chat about your unique use case so that we can help customize your Salesforce solutions.

Key Results from Titan and Salesforce

Eliminate tedious, manual, error-prone, copy-pasting data-capturing tasks by generating documents in Salesforce.

Hit those deadlines with automation and prepare for new streamlined pipelines and Sales projects.

Automate document generation with Salesforce tools like Flow, Process Builder, and Workflow.

Titan also supports document generation processes using Apex.

Create generated documents from received orders based on your custom criteria.

Titan supports document generation for PDFs, Microsoft Excel spreadsheets, and Microsoft Word documents.

Titan’s bi-directional data flow feature will identify data in Salesforce and export the information into your generated documents and templates in real time.

All generated documents with Titan are accessible in Windows and iOS.

Titan’s solutions for Salesforce are ready for Lightning! Absolutely no code is needed.

We look forward to hearing from 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.