Easy to use state-of-the-art technology
Drag & Drop
All features include drag & drop functionality
Create custom layouts with clicks only
PDF, Word, Excel and HTML supported
Multiple barcode types, QR Codes bind to your Salesforce & SAP Data
Allow the user to fill in the document
E-signatures and Digital Signatures supported natively
Salesforce & SAP Event driven. Flow,Process builder, Apex supported
Show/Hide content based on your Salesforce & SAP logic
Flexible layout to Keep your brand consistency
Save as files or attachments. Merge, or send via email.
You can create any type of business documents such as Contracts, Quotes, Proposals, Invoices
and generate them as: PDF, Docx, Xlsx.
The documents can be stored on the Titan Server or in your Salesforce instance.
Sure, documents can be attached to emails directly from our interface.
Yes, you can convert to HTML, PNG, Docx, and PDF.
Yes, we support document merging for PDF and Docx files.
Zero Code is necessary for all products on the Titan platform.
Yes, you can use interactive fields or signature fields.
Yes, upon signing, rejecting or even opening of a document you can interact with any Salesforce object and push data based on your business logic.
Salesforce allows you to automate your Titan documents using Flows, Process builder, Apex and Outbound messages.
There are no limits on the number of objects that you can read from or write to.
You can push (write) to any number of objects, create records, update or even delete.
You can also populate your document based on any number of objects, related list and dynamic content such as images, html and more.
The standard Titan license allows you to create up to 150 active document templates.
You can create documents directly from the Salesforce UI, using our Titan Salesforce button ,Salesforce flows or directly from a TITAN form. One of the most common use cases is to trigger a document generation once a form or an application form is submitted.
Both Lightning and Classic versions are supported.
You can read data from any object, any relationship, junction objects, related lists and based on any business logic. We support 1-to-many and also many-to-many outputs.
Yes, you can use a salesforce report as your data source and pull data from it directly to a document as a single or multiple records view (Table, Repeat, Fields).
Yes, you can build dynamic layouts and pull them using our document engine.
Yes, we support up to 2N nested data objects.(many-many).
Yes, you can pull a file, URL or Rich text field from Salesforce and parse them as Images on our document engine.
Yes, html and images from Rich text fields are fully supported.
Our platform is responsive and mobile friendly.
You can create a document that can be accessible outside or inside Salesforce.
If you decide to use it outside your Salesforce, you can also add security layers such as 2FA to protect it or even create it as a completely public document.
We offer a 10% discount on our yearly license for non profits and high education organizations, please check this link: Click Here
Large enterprises with multiple environments, or with massive document generation are offered custom licensing. Please contact us for more information.
We have full documentation for every feature and use case. You can use our Academy or Youtube channels for more information.
check out our other products
Bi-Directional integration with Salesforce & SAP. Conditional logic and validations.Learn More
Single and Multiple signees processes for contracts and agreements.Learn More
Powerful builder for web applications and community portals.Learn More
Online survey for Web and Email.Learn More