Salesforce Document Generation: Titan Versus Appitek Weaver
Why do we need Salesforce Document Generation?
The Salesforce document generation world is fast becoming popular amongst organizations that want to stay on top of their game, especially regarding the automation of critical documents. Content generated by organizations — including banks and law firms — typically contains both static and dynamic data.
By introducing document generation for Salesforce, which enables you to generate documents in a rich format, you will enhance the benefits of this #1 CRM tool. With document generation in Salesforce, use the existing templates to create Docx or PDF documents.
Of course, you should ensure that your document generation tool is easily accessible to your users.
Today there are many document generation tools on the market as options for Salesforce. In this article, we explore Appitek Weaver and Titan Docs.
Who is Appitek Weaver?
Weaver is a Salesforce document generation tool aimed at assisting your company in designing and manage your documents in one place and help you generate and automate the generation of documents and emails based on your template designs.
Appitek Weaver Integration with Salesforce
Weaver’s main feature, the Weaver Designer, is a complete document design tool built on Salesforce, meaning you don’t need to rely on third-party software to create any documents.
Get In the Game with Titan Docs for Salesforce Document Generation
Titan Docs is integrated with Salesforce, making it easier and simpler to access your Salesforce data when it generates your documents, meaning you can give your customers and clients a tailored experience based on live data. Once you’ve designed your templates, you can literally generate them at the click of a button.
Your entire document process can be automated using the standard Salesforce automation features such as Flows, Process Builder, and Custom Apex.
Click on the link below to learn how to Generate documents with Salesforce APEX:
All your Salesforce data is completely secure — it never leaves the platform!
Titan Docs – Superior Software by Design!
When you have to create and design a document, Titan Docs is the platform you can rely on since it is undeniably fast and integrated with Salesforce.
Titan Docs is engineered for excellence!
Desktop comparison between Titan Docs and Appitek Weaver
|Conditional logic/Dynamic Rendering|
|Data Collection using zero code|
|Create custom layouts with clicks only|
|Automate generation using Process Builder, Flow, APEX|
|Add dynamic tables to show data from multiple records in real-time|
|Merge templates to create single seamless documents|
|Generate PDF and Word docs with interactive (fillable) fields|
|Push data to Salesforce|
|Get Data from Salesforce|
|Information and document security|
|Merge DOCX and PDF documents with a click of a button in Salesforce|
Titan’s One-stop Salesforce Document Generation Solution
With advancements in technology, knowledge is at our fingertips. We hope that you have found the above article thought-provoking and that we have convinced you that Titan Docs is the leading option for Salesforce.
Watch our video on Best Alternative to Weaver/ Titan Docs for Salesforce to learn more.
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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 get in touch with us