Dynamic Docs Built for Salesforce
Build dynamic Microsoft Word templates powered by your Salesforce business logic. If/then rules adapt every document in real time so clients only see what they need.
Choose a Salesforce Success Plan:
Doc Gen
eSign
Workflow Automation
Proposals
Starter
Environment & admin access, API-ready, project-ready, starting at 100 docs/month.
Starting at:
$150/Month
Environment & admin access, API-ready, project-ready
Key features:
- Native Salesforce integration
- Basic templates
- No minimum number of users
- Personalized documents
- Merge & bulk send documents
- Intuitive Microsoft Office Add-Ins
- Automatically track signings
- Maintain accurate records
- Legally binding eSignatures
MOST POPULAR
Growth
Smart docs & eSign, advanced permission, tiered access, starting at 500+ docs/ month
Starting at:
$300/Month
Bulk send, custom approvals, and robust compliance for Salesforce docs
Everything in Starter plus:
- eSignatures with compliance features
- Online contract tools
- Bulk send with full tracking
- Custom approval flows
- Smart templates with sync built-in
- Work with a min of 12 Salesforce users
Scale
High-volume doc usage, custom-built for your stack and scale.
Let’s talk
Contract lifecycle management, from generation to signature, tracked in Salesforce
Everything in Growth plus:
- Customizable signing workflows
- Document and signer tracking
- Scalable document creation
- Unlimited doc gen and storage
- Advanced workflows
- HIPAA-compliant handling
- CI/CD integration
- Enterprise-ready compliance package
Web Forms
Web Flows
Embedded Experiences
Portals
Surveys
Starter
Create basic forms and landing pages with no coding required
Starting at:
$250/Month
Create dynamic, code-free forms for all use cases
Key features:
- Create basic web forms
- Custom branding
- No minimum number of users
- Cross-device support
- Upload images & docs
- No-code builder with live Salesforce sync
- Fast forms and surveys with templates
- Embed dynamic digital forms in an iframe
MOST POPULAR
Growth
Create web apps with real-time Salesforce updates and automatic syncing
Starting at:
$450/Month
Smart forms, advanced permissions, tiered access
Everything in Starter plus :
- Advanced conditional logic
- Expanded API access
- Branded web forms, surveys, and portals
- Compatible with all Salesforce data types
- Build personalized Salesforce experiences
Scale
Custom web apps and workflows, fully managed setup
Let’s talk
Sandbox access, enterprise-compliance, and custom domains for any Salesforce use case
Everything in Growth plus:
- Built-in tracking and reporting
- Custom SLAs for support and uptime
- Multi-instance support
- HIPAA-compliant web handling
- CI/CD integration for deployment
- No-code Salesforce web flows
- Custom domains and white labeling
- Sandbox access & multiple admins
Docs that do the work for you
Work intuitively with dynamic Salesforce data in Word, PDF, or Google Docs.
Styled, filled, and sent in seconds.
Connect Salesforce
No-code object mapping.
Design Template
Drag, style, & personalize
Set Rules
Show or hide content.
Create Document
Auto-generate.
Real-Time Salesforce Data Sync
Work Directly in Microsoft Word
Personalized Proposal Generation
“The platform knows to take all the data from different sources and create the logic we want. We received a very simple and cost-effective solution to a complex challenge.”
Explore What’s Possible with Titan
Customer Spotlight
Daheim Solar cut document creation time by 80% with Titan’s Salesforce – native templates and eSignatures
Ultimate Guide
Read Titan’s Ultimate Guide on Document Generation Platforms for Salesforce
Automate Flows with Document Generation Tools
Automate Document Generation with Titan and Salesforce Flow
“The platform is fast, intuitive, and offers complete flexibility. The ability to generate Word documents and PDFs pre-filled with dynamic CRM data saves a huge amount of time and reduced manual errors significantly.”
No-Code Digital Document Management Software
Build custom contracts, proposals, quotes, and invoices with document version tracking directly from Salesforce in minutes and seconds – all without a single line of code. With Titan, you nuke manual paperwork and optimize efficiency in digital document management through document collaboration software.
Salesforce Agreement Generation with 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. This functionality speeds up the automated outputs like Salesforce invoice generation and Salesforce report generation, ensuring data accuracy from the document back into the CRM.
Flexible Salesforce Document Management Options
Storage can become an issue in Salesforce. With Titan, you have the ability to store documents in a wide variety of locations, supporting essential document storage in Salesforce, and we integrate with Google Drive, Box, Dropbox, OneDrive, and many more third-party apps.
Titan Document Generation in 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, ensuring secure Salesforce PDF Generation. FormTitan’s document generation gives you complete flexibility with any type of document, from simple letters to complex Salesforce contract generation.
- docx
- html
- png
Titan Doc Gen FAQs
Why do I need/ what can I do with Titan doc generation?
From Salesforce document creation, routing, signing, to document storage in Salesforce. No need for duplicate databases or complicated code. Our platform enables businesses to streamline their entire workflow using Intelligent Document Automation Salesforce, handling everything from data collection to final contract signing directly within their CRM.
Can I generate hundreds of documents at once?
Yes. Titan supports bulk generation with complete Salesforce document version control and customization for Salesforce document generation. It is a secure document collaboration platform with native Salesforce document storage, allowing teams to easily access and manage the vast number of documents generated in bulk.
Can I build approval flows before signing?
Absolutely. For example, set up logic to route to multiple reviewers before starting the signing process in Salesforce proposal generation. Before initiating e-signatures, the document tracking software confirms all mandatory fields have been populated and all internal approvals have been logged.
Do I need developers to get started?
Nope. Titan is 100% no-code. Anyone in your team can use Titan as a document generation software, a template builder, Salesforce proposal generator, or automation tool, all supported by essential document lifecycle management and document collaboration tools.
Does this support quote tables and repeating sections?
Yes. You can loop data, repeat rows, and calculate totals with our Salesforce document generator tools.
Can we fully customize the look and feel?
Yes. You have total control over customization. This comprehensive control starts with flexible document template management and covers the entire Salesforce document automation process to ensure your branding and data are on point.
Build smarter flows that match your brand, speed up your ops, and fit the way your team works.
