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Have a feature request? This is the right place to post and vote for other ideas
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
Generate docs, sign seamlessly, and build custom portals with Titan’s simple drag and drop builder
Titan Docs are fully accessible and meet all requirements outlined in section 508
Our Docs are 100% secure and compliant with HIPAA, SOC 2, ISO, GDPR and other leading frameworks
Streamline 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.
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.
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
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!
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
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
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
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.
Senior Salesforce Administrator
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.
Manager/CRM Admin
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.
Salesforce Expert
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.
Salesforce Business Analyst
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.
Salesforce Consultant
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.
You can generate any type of document using Salesforce data, including contracts, quotes, proposals, and invoices.
Documents can be stored either on Titan’s secure server or on your Salesforce cloud.
Yes, you can edit and merge documents, as well as convert them into HTML, PNG, Docx, or PDF formats.
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.
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
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.
Yes, with Titan you can use the power of Salesforce to generate PDFs, Word documents, or docs in any other format you choose.
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.
Yes, using the power of Salesforce you can generate a word document with Titan.
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