Flexible Salesforce Documents: Titan Versus Nintex
Why do you need Salesforce Document Generation?
Picture any of the documents that a university sends out, such as application status letters, monthly statements, and more.
Each document will contain student-specific information, which you can easily plug into the pre-designed template, importing different sets of data and automatically generating the required document, meaning you save loads of time.
With Titan, you can generate documents directly from Salesforce using the forms you created or from Salesforce flows, which builds business automation using clicks instead of code.
In the world of Technology – Salesforce Document Generation makes a difference.
The procedure hinges on the tools you require for generating Salesforce documents. In this article, we will be doing a comparison between two contenders Titan Docs and Nintex.
Who is Nintex?
Founded in 2006, Nintex is a process improvement, workflow, and automation software platform. In their own words, you can use the Nintex Platform to manage, automate, and optimize your processes to quickly and intelligently transform your business.
Nintex has the ability to auto-generate documents as part of a process and trigger e-signing, capabilities that help deliver digital transformation to processes surrounding contracts, service agreements, and more.
Nintex Integration with Salesforce
According to Nintex, their workflows directly integrate with Salesforce data, so there is no need for importing, exporting, or finding the ‘middle man’ to bridge the gap.
This makes it an attractive option for organizations who operate outside the Office 365 world.
Why investing in Titan Docs is the Best Choice
At some point or the other, your employees have raised complaints about the everyday constraints that they must work within when it comes to processes, but more specifically the record-keeping of tons of paperwork.
With Titan Docs’ seamless integration into Salesforce, combining multiple documents has never been easier – simply push, download or email the merged document back into Salesforce as a related attachment or file.
Our amazing document generation tool can transform boring manual processes into effective automated processes allowing your employees to focus on what they are actually employed to do.
Why Titan is Amazing
When you have to develop a document, Titan Docs is the platform that you can rely on since it is undeniably fast and integrated with Salesforce.
Document generation is quite easy with Titan Docs.
Head to Head Comparison between Titan Docs and Nintex
|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 Docs makes the Right Decision for You
Stop wasting hours on manual copy-paste, search-and-replace, and other repetitive document generation methods.
Check out our video Best Alternative to Nintex/ Titan Docs for Salesforce
With Titan Docs, you can have your team up and running in a matter of minutes with a full-featured document generation tool specifically designed to help your day-to-day business processes.
Discover just how easy document generation can be – with Titan Docs by clicking on the links below.
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.