PandaDoc Alternative for Salesforce Documents | Titan Docs

Nikita R.

Media-savvy content creator, with a curiosity for all Salesforce experiences.

Updated: Nov 29th, 2023

Comparing the Top Candidates for Document Generation

Salesforce is the market’s leading Customer Relationship Management (CRM) platform. This announcement is no surprise because Salesforce is known for delivering a brilliant work platform to manage and interact with customers. We can all agree that a genuine interest in CRM propels business growth, and therefore choosing Salesforce to manage your customer relationships is a natural solution to your business goals.

Want To Be More UX Focused?

If you have already chosen to sign up for Salesforce, why not use that extra time awarded to you to focus on customer experiences? Time is precisely what the top candidates for document generation offer! Apps like Titan and PandaDoc presents businesses with a host of pre-generated documents that integrate with Salesforce directly. No coding experience is needed to configure these documents saving you time on drafting quotes, invoices, proposals, and the list goes on. Use those extra hours wisely by customizing your documents to be more exciting and engaging for customers. Go on and impress your customers by distributing your fully customized business documents faster

Stop By at the Salesforce Appexchange Store!

Are you ready for change but are bombarded with too many apps on the Salesforce appexchange store to contemplate and compare? Well, continue reading to find out why we need generated documents for Salesforce and how they are beneficial to work processes. Lastly, we shed light on whom we think is our top candidate for document generation in Salesforce. Our trusted choice will not disappoint you, considering it is a leader in the industry, offering the latest in dynamically generated documents!

Why do we need Generated Documents for Salesforce?

Just as businesses have customers, all organizations need documents to interact with internal and external customer relationships. Generated documents help scale your workflow processes irrespective of which industry you are in by providing templates that are ready to fill out and standardized to your business needs. Generated documents work exceptionally well with Salesforce to create templates that can be distinctly styled and customized, which include and are not limited to:

• Proposals
• Quotes
• Invoices
• Contracts

How do Generated Documents work with Salesforce?

Salesforce is the #1 CRM platform that can be your digital headquarters for creating and maintaining all your customer relationships. Salesforce is an undeniable giant in the industry, focusing on increasing sales, maintaining high customer service standards, and providing numerous reporting methods to various business sectors.

At a high level, Titan and PandaDoc integrate into Salesforce by pulling data into custom, generated documents to interact with customers. Although these two applications offer similar features, we would like to compare them against each other for your benefit to help you choose the right option to work with your Salesforce data. We already have a favorite, so keep reading until the end to ensure you don’t miss the verdict.

PandaDoc Salesforce

Founded in 2013, PandaDoc as a digital platform focuses its efforts on the sales process journey. PandaDoc offers an uncomplicated solution for document generation that integrates well into Salesforce PandaDoc and your work processes. Upgrading the document work process to be effortless with a renewed focus on excellent PandaDoc customer service by providing engaging and accurate documents to influence buyer experience is what PandaDoc promises to achieve. So why look for an alternative application? We have a top candidate and their details waiting for you at the end of this article For now, have a glance at the pros and cons of PandaDoc to be fair before moving on to our favorite application:

Is PandaDoc HIPAA Compliant?

PandaDoc is HIPAA Compliant.

PandaDoc Pricing

Small to medium size businesses can expect to pay between $19 to $49. If you own an enterprise you will need to contact PandaDoc for custom pricing.

PandaDoc Pros and Cons

Pros:

Document generation is quick

Document tracking available

Flexible subscriptions to licenses

Cons:

Lack of tutorials available

Can be buggy at times, preventing saves of modified documents

Uploaded documents occasionally lose text

*According to online reviews

The Benefits of Choosing Titan!

Titan Doc is our absolute favorite application for generating a range of documents with Salesforce and the best PandaDoc competitor! Why?

Dynamically Generated Documents

The main reason is that Titan offers static document generation and dynamically generated documents. With a simple button click, a user can create a single document with multiple specific details and records pulled directly from Salesforce. Additionally, you have the option to download or attach your generated documents to records in Salesforce as per your needs.

Time and Risk Management

Titan’s dynamically generated documents will save your business time by reducing the effort in creating manual, copy-pasted documents by pulling the latest, accurate data from Salesforce and, therefore eliminating risk of human error. Your document will automatically change its layout to accommodate the extra data you need to include. Say goodbye to manually creating and formatting tables!

Merge Templates

Another fantastic feature of Titan’s dynamically generated documents includes the ability to organize files and declutter emails by merging multiple templates into one document that users can download or distribute via email. Titan also provides the user an option to push and attach their documents to records in Salesforce.

Pre-Generated Documents

Although these are all brilliant features offered by Titan, the biggest game-changer in using the application is the ability for your online customers to fill out forms on your web pages. These forms send the filled-out data to Salesforce on submission. Simultaneously, data from Salesforce is automatically sent back to the user on the web page as a dynamically generated document. Think of all the pre-generated quotes and proposal opportunities

Keep Up with Titan

Thank you for taking the time to read up on this topic, and if you want to hear more about Titan, please check out the links below. And if you are a Titan super fan and want to keep up to date with all our content, we would love to hear what you think about the product?

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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.