Salesforce Document Generation for Contracts & Agreements

Emily Anderson

Experienced wordsmith, with a keen eye for best of breed Salesforce experiences.

Updated: Jul 3rd, 2023

Contracts and agreements across all business operations, from sales to legal, are essential for controlling and settling disagreements between one or more parties! Creating clear or easy-to-understand documents helps avoid any miscommunication or conflicts that could result in lawsuits. Ensure you have contracts and agreements drawn up to save your company time and money.

Although contracts and agreements are essential to all business processes, they start to take up storage space over time. These documents are lengthy and can grow up to 20 pages long! And we haven’t even begun to address creating these documents manually and then trying to get all key stakeholders involved in the agreement to sign it.

Here’s what you are in for with Document Generation

We suggest you upgrade your contract and agreement workflow processes to digital ones, where you can use Salesforce or Titan to generate documents in a few minutes! If you are looking for Salesforce solutions for generating contracts and agreements, you have come to the right place!

Titan is a powerful no-code platform with custom solutions for your business requirements. For example, we can quickly generate documents, like your contracts or agreements, directly from Salesforce.

Use Cases from an Official Salesforce 3rd Party Document Generation Tool

So join us below as we explore complete Salesforce document generation solutions from Titan for different use cases from which your business could benefit!

1. Let’s Get Started with Sales Contracts

You are likely very familiar with sales contracts if your business sells products. These documents are essential for creating transparency regarding what your business will offer customers and what you expect to get paid in return.

Creating multiple sales contracts every day over one month alone wastes precious business time. Imagine the time wastage over a few months and try not to cringe. 

We recommend that you generate your sales contracts directly from Salesforce so that your sales reps can spend their time on other sales activities, like converting leads into customers!

Titan can help you achieve this goal by empowering your business to create 100% customized sales contracts populated with data from Salesforce. Oh yes! We can pull all your specific customer and product details, terms and conditions, e-signatures, and so much more into your sales contracts.

Streamline your sales workflow processes with Titan. We can reduce any errors from manual data entry in contract creation and streamline your Salesforce document generation processes to improve the overall productivity of your business.

2. Say Hello to Digital Service Agreements

Well, if you don’t sell products, your business may offer customers services. It’s still essential to create a service agreement that will define the extent of the services that your company will offer a customer. Other important information that is drawn up in service agreements include SLAs, pricing, and other contractual terms.

Don’t miss out on Salesforce solutions! With Titan, you can automate the creation of your service agreements from templates that include data pulled directly from Salesforce. Your service agreements will be fully digital, created from zero code, and consist of customer and service-specific data.

Use Titan to ensure that your Salesforce-generated documents contain accurate and consistent data whenever you send one out to a client. Let’s celebrate business growth together!

3. Titan Delivers Digital Non-Disclosure Agreements (NDAs)

Non-disclosure agreements are popular documents to keep confidential information secure and private! Most businesses create NDAs to protect their ideas, products, or services from parties that they are working or negotiating with.

Automation is the key to eliminating manual workflow processes. Why would we want to do that? For one, creating manual NDAs leaves much room for human error. Who would want any copy-pasting errors, duplicates, or even missing information in their NDA?

Here’s how Titan works! Titan can quickly build your custom NDAs directly from Salesforce in seconds! All our processes can be created without writing a single line of code. Don’t just stop at automating NDA creation. Titan also helps you generate NDAs from Salesforce and distribute them in multiple document formats.

We have dynamic content at your fingertips! When creating NDA templates, go ahead and make use of our extensive library of dynamic content to add images, text, digital signatures, and other elements to your Salesforce-generated documents.

Go one step further and use Titan to keep your sensitive NDA information secure! We have end-to-end encryption tools to keep your data protected.

4. Renewal Contracts with a Salesforce-Focused Product

Renewal contracts increase the term of an agreement if it has an expiry date. These types of documents are usually drawn up when extending the duration of an existing contract or editing the details of a contract as a result of renegotiating payments or costs, deliveries, adding discounts, converting a contractor to a fully employed staff member, or even correcting issues with the previous contract.

With Titan, you can save time by automatically generating renewal contracts based on your previous documents drawn up. We can quickly achieve this manual work task by leveraging our bi-directional data flow feature that pulls and pushes data to Salesforce in real-time.

Streamline your contract renewal processes today by choosing Titan! We can eliminate all your manual data entry tasks and keep your Salesforce-generated documents accurate with the latest data. Need help? Contact us today.

Titan Delivers Salesforce Solutions

You can totally streamline your business processes your way! Take a look at some of our advanced features to solve your custom Salesforce needs:

Titan is 100% integrated and works bi-directionally with Salesforce.

Create a custom contract and agreement templates directly from Salesforce using Titan’s code-free document builder.

You can generate any document using Titan and Salesforce data, including contracts, agreements, quotes, proposals, invoices, and so much more!

Documents can be stored on Titan’s secure server or your Salesforce cloud.

Use Titan to edit and merge documents or convert them into HTML, PNG, Docx, or PDF formats.

There are no limits to the number of objects that Titan can read from or write to.

Titan can push to any number of objects, create, update, and even delete records.

Use Titan to populate your document based on any number of objects, related lists, and dynamic content such as images, HTML, and more!

Titan can pull a file, URL, or rich text field from Salesforce and parse them as Images on your generated document.

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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.