Point and Click Salesforce Document Generation

Discover Salesforce’s secret weapon and dominate the market with Titan’s powerful point and click document generation. Propel your deals to success and automate any process you like using absolutely no-code

4.96/5 on Salesforce AppExchange
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Salesforce Doc Gen Just Got
Limitless

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No-code Design

Generate docs, sign seamlessly, and build custom portals with Titan’s simple drag and drop builder

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Fully Accessible

Titan Docs are fully accessible and meet all requirements outlined in section 508

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End-to-end Secure

Our Docs are 100% secure and compliant with HIPAA, SOC 2, ISO, GDPR and other leading frameworks

Dynamic Salesforce documents for every use case

Prioritize patient care and empower healthcare staff

Streamline complex document flows between patients, doctors, and providers for better healthcare experiences.

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Medical History
Records
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Operative
Reports
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Laboratory
Results
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Insurance
Billing Records
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Discharge
Summary
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Medical Test
Results
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Deploy transparent and secure customer experiences

Manage seamless document creation and management flows between customers, employees, partners, and vendors.

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Balance
Sheet
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Payment
Receipt
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Income
Statement
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Financial
Statement
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Customer
Profile
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Customer
Agreement
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Elevate student experiences and educational resources

Use Titan to simplify document management between students, educators, and partners for better educational experiences.

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Teacher
Evaluation
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Student
Evaluation
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Student
Record
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Aptitude Test
Scores
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Teachers’
Log-book
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Conduct
Register
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Optimize business operations and customer experiences

Optimize complex document creation and management flows between customers, employees, and business partners.

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Customer
Profile
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Sales Growth
Report
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Budget
Analysis
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Customer
Profile
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Payment
Receipt
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User
Agreement
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Empower marketing teams with optimized sales funnels

Optimize complex document flows between employees, partners and vendors for engaging brand and marketing experiences.

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Department
Report
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GDPR
Consent
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Budget
Analysis
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Customer
Profile
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Marketing
Agreement
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Content
Schedule
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No-Code Document Generation Tool in Salesforce

Build custom contracts, proposals, quotes and invoices directly from Salesforce in minutes and seconds — all without a single line of code. With Titan, you nuke manual paperwork and optimize efficiency

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Read & Write Anything for Salesforce 

Read any field from any object or report in Salesforce and display it in any format. You can also add interactive capabilities that will allow you to write data directly from your document to any object in Salesforce. Work with standard or custom objects and any data structure you choose, the sky is the limit!

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Barcodes & QR Codes

Map barcodes and QR codes from your docs to Salesforce for paperless payments, invoices, order processing, and transactions. You can do this statically or dynamically depending on your business needs with Titan’s document generation for Salesforce

 

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Flexible Salesforce Document Storage Options

Storage can become an issue in Salesforce. With Titan, you have the ability to store documents in a wide variety of locations and we integrate with Google Drive, Box, Dropbox, OneDrive, and many more third-party apps

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Document Generation Salesforce for Any Format

Using Titan, you can generate a Word document from Salesforce and create PDFs pre-filled with dynamic data from the #1 CRM. Merge and convert files in seconds using any format you choose. We give you complete flexibility

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PDF

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DOCX

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HTML

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PNG

Titan Docs Features

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Multiple Formats

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Dynamic Content

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Digital Signatures

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QR Codes and Barcodes

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Collaborative Sharing

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Access Permissions

Really great document generation tool for Salesforce

Super awesome doc generation tool with PDF, docx, and many more formats! Great support team and tutorials. I only have three words for Titan: simple, easy, awesome.

Suraj Patel

Senior Salesforce Administrator

Generate a document and include e-signature as an added bonus

An amazing tool. I have used several form tools, but this one is very versatile and easy to use. I must also say that the customer support when I got stuck has been amazing. Thank you for everything.

Jonathan Newcomer

Manager/CRM Admin

Salesforce document generation with word templates

Better than Salesforce. My only complaint was that this app is so easy to setup Word templates that I don’t feel that smart anymore. The support team is also very helpful, maybe the best in the industry.

Juha Lassila

Salesforce Expert

A highly recommended tool for doc generation from Word

Titan is highly recommended. I use the doc generation Word tool to prepare quotes. The support team helped me with any issue I had and were available at almost every hour to guide me via Zoom.

Alex Kuzminsky

Salesforce Business Analyst

Best document generation form creation app for Salesforce

The best app for document generation I’ve ever used with Salesforce. It is very powerful and easy to use once you know how it works. With Titan Academy you can watch tutorials for everything.

Roxana Anderson

Salesforce Consultant

Titan is a great price for both web forms and merging docs

Having used several other tools, which mostly merge docs and forms separately, Titan has been a treat to work with — and for that price! The support team is amazing, I highly recommend.

Erik Reiken

Salesforce Consultant

FAQ

What kinds of documents can I create with Titan Docs?

You can generate any type of document using Salesforce data, including contracts, quotes, proposals, and invoices.

Where are my documents and templates stored?

Documents can be stored either on Titan’s secure server or on your Salesforce cloud.

Can I edit, merge or convert documents with Titan Docs?

Yes, you can edit and merge documents, as well as convert them into HTML, PNG, Docx, or PDF formats.

How many objects can Titan Docs pull data from?

There are no limits to the number of objects that you can read from or write to. You can push (write) to any number of objects, create, update, and even delete records. You can also populate your document based on any number of objects, related lists and dynamic content such as images, HTML, and more.

Can I embed images in my documents?

Yes, you can pull a file, URL or rich text field from Salesforce and parse them as Images on our document engine. check out more in our salesforce appexchange page

Can I use conditional logic in my documents?

Yes, Titan enables you to use conditional logic in your documents to tailor the user experience. Our Salesforce document generation tools give you complete freedom to dictate the user experience.

Does Titan Docs support multiple formats?

Yes, with Titan you can use the power of Salesforce to generate PDFs, Word documents, or docs in any other format you choose.

Can I create a PDF for Salesforce?

Yes, Titan enables you to create PDFs for Salesforce. The best part about our Salesforce PDF generation is its bi-directional, real-time integration with the #1CRM.

Can I generate Word documents for Salesforce?

Yes, using the power of Salesforce you can generate a word document with Titan.

It’s time to go digital,
try Titan Docs today.

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