Salesforce Document Generation with Quotes & Invoices
Experienced wordsmith, with a keen eye for best of breed Salesforce experiences.
Generating your quotes and invoices using predefined templates with Salesforce is a potent way to streamline your sales workflow processes. You can use Salesforce’s dynamic document generation feature to get the job done, or you can try Titan!
Titan is an excellent alternative to Salesforce’s document generation! We simplify document generation for Salesforce by empowering you to create AND automate custom templates from any document directly from the world’s #1 CRM.
Before you start using Titan’s simple, code-free document builder for all your Salesforce solutions, let’s take a look at how you can take advantage of the Titan platform in these various scenarios and use cases for quotes and invoices!
Top 5 Document Generation Use Cases for Quotes & Invoices
1. Upgrade Sales Quotes with Titan
Sales quotes are essential documents that customers always request! They help set a base price for the products and services your company offers and supports a customer in their decision-making process.
In this fast-paced, digital world, getting your sales quotes delivered to customers as soon as possible is essential. If you take too long to get back to a potential lead, you might lose a sale and a loyal customer to a competitor who was faster at distributing a sales quote.
The fastest way to deliver sales quotes is by generating them directly from Salesforce!
Other than beating your competitors to the finish line with document delivery, you set a standard for the professional look you want to display when you convert from manual to generated documents.
With Titan, you can generate polished sales quotes directly from Salesforce to include all the essential data you need to impress your clients. Titan’s advanced features can help you create custom, standardized documents that contain a client’s specific details, your product or service features, pricing, or any other data you need to include.
Titan can distribute your generated documents in various formats for your convenience, such as the popular Word and PDF formats. So go ahead and eliminate your manual efforts by creating 100% no-code sales quotes and ensure all your documents are top-notch every time with Titan!
2. 100% No-Code Sales Invoices
Once a customer has accepted your Salesforce-generated quote, the next step in the sales process is for your sales team to send them a sales invoice. Hooray! Once again, it’s worth mentioning, as we did for sales quotes, that it’s so important to have a professional-looking invoice that means business and maintains the image of your company’s brand.
Use Titan to create document templates that are 100% customized for all your design requirements! You can include images, text, or elements for all your branding needs. We can also pull data directly from Salesforce into your sales invoices. Eliminate manual errors, as you will no longer need to search and copy-paste dates, names, billing addresses, lists of products or services, quantities, prices, and total amounts into sales invoices!
Moreover, you can save banking details or any information you want into your templates so that you don’t have to add them each time you send a sales invoice to a customer.
3. Salesforce Subscription Invoices a Success with Titan
Are you one of those businesses with a recurring revenue model from subscription-based services? We can imagine that creating vast amounts of invoices to all your customers accurately and on time can be a stressful workflow task.
Make the choice to make a change in the way you work. Titan can help you generate real-time subscription invoices directly and accurately from Salesforce. We know that data related to customer information, ongoing subscription fees or info, invoicing cycles, and pricing are all vital and relevant to recurring payments.
Use Titan to build custom, dynamic subscription invoices with our no-code, drag-and-drop builder. We also go above and beyond by providing the ultimate compliance for your private data submitted by clients. We make sure to include HIPAA and GDPR requirements in our regulatory frameworks! Titan takes data security seriously and ensures complete protection for sensitive company data with end-to-end encryption.
4. Tailor-Made Templates with Customized Data
Why not also add standardized terms and conditions to your custom templates for document generation in Salesforce? It’s so much easier than finding and copy-pasting data into any document in your workflow process, such as sales quotes and invoices, to name a few.
With Titan, you can easily create custom templates that dynamically pull data from Salesforce before document generation. This high-powered feature will ensure that your terms and conditions are always consistent across all your documents.
How does Titan accomplish this? Our robust platform pushes and pulls data to Salesforce in real-time so your business can easily share bi-directional documents to speed up business processes and team productivity.
5. Make Multi-Language Documents
Break language barriers or miscommunication, and make your clients feel comfortable by presenting sales quotes and invoices in the language they prefer to read.
When you use document generation in Salesforce, you can easily create multi-language documents like sales quotes and invoices. Does your business provide products or services globally? If you answered yes, you already understand the importance of creating strategies in your workflow processes to communicate effectively with customers who speak different languages.
With Titan, you can create custom templates for your sales quotes and invoices in any language you need! The next step is to go ahead and generate Salesforce quotes or invoices in your customer’s preferred language or place where they live.
Titan’s best features to Reference Quickly
Do you need help with automating and generating Salesforce sales quotes and invoices? Let Titan help you solve your problems with our advanced tools and features. Take a look at what we have below:
Use Titan to Engage with your Customers
Together, we can do great things! This is just a short list of what Titan can provide your business. If you are looking for something specific, make sure to contact us, as we have a use case for every business obstacle.
Choose Titan today to start generating quotes and invoices directly from Salesforce. Watch your business succeed by reducing manual errors, adopting new digital processes for creating automated documents, increasing staff productivity, and overall data and brand consistency across all your company documents, not just Salesforce quotes and invoices.
We hope to see you soon!
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.
