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Simplify Document Generation for Salesforce using Titan Docs

56 minutes
smiling portrait of Ronny
Ronny Belenitsky
VP. Product at Titan
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Gal Siloni
VP. Alliances at Titan

This special webinar discussed the ins and outs of Titan Docs, and how this tool for Salesforce can transform your doc generation. The webinar, hosted by Titan’s VP of Product, Ronny Belenitsky was divided into three parts, basic document generation, advanced document generation, and finally a big reveal of our Excel Add-In.

While breaking down the basics, we explained our Word Add-In, package installation, how to add a field and table from Salesforce, discussed sections and conditions, as well as a range of other topics to give you a working knowledge of this tool. For advanced document generation, we dived into more complicated points of discussion like translations, nested sections, multiple objects in your documents, and how to automatically generate a document from Salesforce.

In conclusion, we revealed our Excel Add-In for the very first time, and gave a teaser for Titan Web.

Key takeaways covered in this session:

  • Learn about out Word Add-In
  • Add a field and table from Salesforce
  • Sections and conditions and advanced document generation
  • Translations and nested sections
  • Work with multiple objects in your documents
  • Automatically generate a document from Salesforce.
  • First reveal of our Excel Add-In

Do you like this Document Generation Webinar?

If you like this Document Generation Webinar, get in touch and schedule a demo today!

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