Point and Click Salesforce Document Generation
Discover Salesforce’s secret weapon and dominate the market with Titan’s powerful point and click document generation. Propel your deals to success and automate any process you like using absolutely no-code
Salesforce Doc Gen Just Got
Limitless
No-code Design
Generate docs, sign seamlessly, and build custom portals with Titan’s simple drag and drop builder
Fully Accessible
Titan Docs are fully accessible and meet all requirements outlined in section 508
End-to-end Secure
Our Docs are 100% secure and compliant with HIPAA, SOC 2, ISO, GDPR and other leading frameworks
Dynamic Salesforce documents for every use case
Prioritize patient care and empower healthcare staff
Streamline complex document flows between patients, doctors, and providers for better healthcare experiences.
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Deploy transparent and secure customer experiences
Manage seamless document creation and management flows between customers, employees, partners, and vendors.
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Elevate student experiences and educational resources
Use Titan to simplify document management between students, educators, and partners for better educational experiences.
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Optimize business operations and customer experiences
Optimize complex document creation and management flows between customers, employees, and business partners.
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Empower marketing teams with optimized sales funnels
Optimize complex document flows between employees, partners and vendors for engaging brand and marketing experiences.
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No-Code Document Generation Tool in Salesforce
Build custom contracts, proposals, quotes and invoices directly from Salesforce in minutes and seconds — all without a single line of code. With Titan, you nuke manual paperwork and optimize efficiency
Read & Write Anything for Salesforce
Read any field from any object or report in Salesforce and display it in any format. You can also add interactive capabilities that will allow you to write data directly from your document to any object in Salesforce. Work with standard or custom objects and any data structure you choose, the sky is the limit!
Barcodes & QR Codes
Map barcodes and QR codes from your docs to Salesforce for paperless payments, invoices, order processing, and transactions. You can do this statically or dynamically depending on your business needs with Titan’s document generation for Salesforce
Flexible Salesforce Document Storage Options
Storage can become an issue in Salesforce. With Titan, you have the ability to store documents in a wide variety of locations and we integrate with Google Drive, Box, Dropbox, OneDrive, and many more third-party apps
Document Generation Salesforce for Any Format
Using Titan, you can generate a Word document from Salesforce and create PDFs pre-filled with dynamic data from the #1 CRM. Merge and convert files in seconds using any format you choose. We give you complete flexibility
DOCX
HTML
PNG
Titan Docs Features
Multiple Formats
Dynamic Content
Digital Signatures
QR Codes and Barcodes
Collaborative Sharing
Access Permissions
FAQ
What kinds of documents can I create with Titan Docs?
You can generate any type of document using Salesforce data, including contracts, quotes, proposals, and invoices.
Where are my documents and templates stored?
Documents can be stored either on Titan’s secure server or on your Salesforce cloud.
Can I edit, merge or convert documents with Titan Docs?
Yes, you can edit and merge documents, as well as convert them into HTML, PNG, Docx, or PDF formats.
How many objects can Titan Docs pull data from?
There are no limits to the number of objects that you can read from or write to. You can push (write) to any number of objects, create, update, and even delete records. You can also populate your document based on any number of objects, related lists and dynamic content such as images, HTML, and more.
Can I embed images in my documents?
Yes, you can pull a file, URL or rich text field from Salesforce and parse them as Images on our document engine. check out more in our salesforce appexchange page
Can I use conditional logic in my documents?
Yes, Titan enables you to use conditional logic in your documents to tailor the user experience. Our Salesforce document generation tools give you complete freedom to dictate the user experience.
Does Titan Docs support multiple formats?
Yes, with Titan you can use the power of Salesforce to generate PDFs, Word documents, or docs in any other format you choose.
Can I create a PDF for Salesforce?
Yes, Titan enables you to create PDFs for Salesforce. The best part about our Salesforce PDF generation is its bi-directional, real-time integration with the #1CRM.
Can I generate Word documents for Salesforce?
Yes, using the power of Salesforce you can generate a word document with Titan.
