Simplify document creation with Titan Docs for Salesforce
Easily create and automate custom documents directly from Salesforce using Titan’s code-free document builder.
Custom dyanmic documents
directly from Salesforce
Build custom web pages and portals with Titan’s simple drag and drop builder.
Ensure ultimate compliance with regulatory frameworks, including HIPPA and GDPR.
Secure sensitive organizational data with SalesForce Shield’s end-to-end encryption.
Custom documents for your digital workflow
Prioritize patient care and empower healthcare providers
It’s time to simplify complex document flows between patients, doctors, and insurance providers for better healthcare experiences.
Deploy transparent and secure customer support experiences
Manage seamless document creation and management flows between customers, employees, partners, and vendors.
Elevate student experiences and educational resources
It’s time to simplify document management between students, educators, and partners for better educational experiences.
Scale business operations and optimize customer experiences
Optimize complex document creation and management flows between customers, employees, partners, and vendors.
Empower marketing teams with optimized sales funnels
Optimize complex document flows between employees, partners and vendors for better customer experiences.
Easily generate custom document templates
Build custom contracts, proposals, and invoices directly from SalesForce in seconds — all without writing a single line of code.
Push and pull real-time Salesforce data
Share bi-directional documents with the ability to push and pull real-time data directly from your team’s Salesforce and SAP databases.
Automate repetitive tasks and templates
Easily automate digital work processes between customers, partners, and employees in order to get more work done faster than ever before.
Made for teams and everyone in between
Ensure all your teams, customers and partners are aligned every step of the way with complex approval flows, custom SSO portals for non-Salesforce users, and advanced 2FA security features.
Complex Approval Flows
Titan Docs Features
Admin SSO Portals
Really great document generation tool for Salesforce
Super awesome doc generation tool with PDF, docx, and many more formats! Great support team and tutorials. Three words: simple, easy, awesome.
Senior Salesforce Administrator
Generate a document and include e-signature as an added bonus
An amazing tool. I have used several form tools in the past, 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.
Salesforce document generation with word templates
Better than Salesforce. My only complaint about this app was that it 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.
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.
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 view video tutorials that teach you everything.
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.
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 list 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.