Flexible Salesforce Documents: Titan Versus PDF Butler

Emily Anderson

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

Updated: Aug 10th, 2023

Comparing the Leading Document Generation Apps of 2022

Salesforce is committed to being your most powerful Customer Relationship Management platform. Engaging with customers and storing their data with Salesforce at your side has never been easier!

Reach Business Goals with Generated Documents for Salesforce!

Transform your business by propelling your Salesforce investment with generated documents. In this article, we help you better understand why we need generated documents and how they work with Salesforce. Read on to take the weight off your shoulders in deciding who to use for documentation generation workflows that integrate perfectly with Salesforce. No doubt, choosing an application that merges with Salesforce to generate documents for your work processes will save you time and money. Why not maximize all the tools at your disposal for business success? We promise we have all the answers you are searching for, so keep on reading till the end to see our verdict on the leading app for document generation in 2022.

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 but are not limited to:

Proposals

Quotes

Invoices

Contracts

Now is the time to discover the latest features that applications like Titan and PDF Butler offer to help make the most of your Salesforce account.

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 PDF Butler 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.

PDF Butler

PDF Butler is a popular application for users of Salesforce as it provides generated documents that are focused on customers’ unique language needs. In addition, PDF Butler delivers a range of templates that subscribers can customize with various objects, data, and media items depending on your business goals. PDF Butler, like many other document generation apps in the market, will improve your company workflows and give you more time to focus on tailoring your documents to customer interactions and experiences. Here are a few of the pros and cons that we found of this app:

Pros:

Editable documents that are easy to use

Compatible with the popular MS Word

Generated documents are customizable

Cons:

The erase feature does not work consistently

Time is required to learn how to use the app

It is a costly app

*According to online reviews

The Benefits of Choosing Titan!

Titan is our absolute favorite application for generating a range of documents with Salesforce! 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 webpages. 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 😉

Get in Touch 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.