Automate Proposals Fast with Titan & Salesforce

Showcase proposals in real-time with all business requirements and customer data pulled directly from Salesforce! Remove manual workflow processes and use Titan to create well-structured, professional, and accurate customer proposals efficiently.

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Salesforce document and insert field with admin, customer and partner
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Streamlined Proposals!

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More Efficient Workflows

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Greater Accuracy!

Sensational Time-Saving For Upskilling

Watch this short video to learn how to create Quotes, Proposals, Contracts, Reports, or any generated documents your business needs.

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Professional Proposals for Prospects

Ensure your proposals are entirely understandable for all stakeholders. Our robust tool can help you create custom branded and well-structured proposals with various UI elements, and data pulled directly from Salesforce.

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End-to-end for Stakeholders

Titan Docs can automate the manual processes associated with creating business proposals, such as template creation, generating documents, data entry, arranging meetings for ink signatures, and so on.

Want to acquire budgets or get stakeholder approvals? Spend time where it counts: researching and writing great content wisely!

salesforce document and financial report with Salesforce admin

Custom Branding for your Business

Titan Docs helps you style all the elements found in your generated business proposal per your audience’s requirements.

Style text fields, buttons, signatures, power tables, graphs, charts, and more to make your business proposals impressive and engaging to all stakeholders.

Salesforce document with customer and partner

Live Time Notifications

Titan automatically adds data to your proposals for identifying, analyzing, and justifying solutions to business problems or needs.

Additionally, notifications to any updates or changes on your proposals will be sent to all parties involved in the workflow process.

 

Streamlined Workflows that make Sense

“Formtitan offers incredible control over data and great power in the ability to read and push data to and from Salesforce. The table feature is a huge bonus as you are able to expose data when needed. Really loving the latest form builder as it offers more flexibility to my forms.”

Vicki Teel

SF admin

Excellent Tool, Easy to Learn and to Implement

“I personally implemented this tool in dozens of companies and every one was fully satisfied, including the end customer . The learning curve is fantastic and in less in one week even the security can be your fan 😀 Good job 👏 👍”

Oren Sanovsky

SF admin

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Inspire Direct Communicatio

Titan’s abundance of UI elements available for your proposals will deliver clear and concise concepts of data and ideas to stakeholders.

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Gain a Competitive Edge

Ensure your proposals stand out amongst competitors! Be first to meet investor and client demands with automated generated documents that pull accurate data directly from Salesforce.

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Stand Proudly Behind Proposals

When using Titan Docs, you can trust that all the data in your proposal is accurate and well structured, ensuring all calculations and responsibilities are explicit.

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Build beautiful and flexible websites, 100% integrated with live push and pull of Salesforce data

salesforce document and proposal template

The #1 Integration for Salesforce

There’s never been a better time to upgrade your business! Easily create and automate custom proposal templates directly from Salesforce using Titan’s simple, code-free document builder.

Take your Business to the Next Level – Try Titan Docs today!

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By submitting your email you agree to our terms and conditions