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Discover Salesforce’s secret weapon on the AppExchange! Titan’s powerful point and click document generation propels your deals to success and enables you to automate any process you like using zero code
With Titan, AppExchange customers can create any doc they want in a few clicks
Titan Docs are fully accessible and meet all requirements outlined in section 508
Create dynamic documents from any record in Salesforce
It’s time to simplify complex document flows between patients, doctors, and providers for better healthcare experiences
Manage seamless document creation and management flows between customers, employees, partners, and vendors
Use Titan to simplify document management between students, educators, and partners for better educational experiences. Find us on the AppExchange
Optimize complex document creation and management flows between customers, employees, and business partners
Optimize complex document flows between employees, partners and vendors for engaging brand and marketing experiences
Ease administrative pressure on volunteers, organizations, and donors with Titan’s Salesforce docs for Nonprofits
Unlike other competitors on the AppExchange, Titan enables you to 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
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!
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.
Titan Docs for Salesforce come convenient and Lightning ready on the AppExchange. Stay within the #1 CRM and enjoy the full benefits of the Salesforce lightning experience
Titan gives you seamless signing processes and codeless e-signatures
Titan’s suite of no-code apps integrate seamlessly with Salesforce
Titan is fast becoming the go-to workflow tool for Salesforce
We could customize and tailor our Titan docs to any use case, without any coding experience required. I thoroughly recommend this doc gen tool.
My team was amazed at how quickly and easily they could build documents fully integrated with SF. We can push and pull data in seconds
You can save documents in external storage like Google Drive, OneDrive, SharePoint, etc.
Yes, Titan’s MS Word Add-in provides a fantastic user experience when creating templates.
Yes, a fantastic feature of Titan’s dynamically generated documents includes the ability to organize templates by merging multiple templates into one document.
Yes, users log in with an email with SmartV enabled for added security.