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
No-code Platform
Build custom web pages and portals with Titan’s simple drag and drop builder.
Regulatory Compliant
Ensure ultimate compliance with regulatory frameworks, including HIPPA and GDPR.
End-to-end Secure
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.
Sheet
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.
Analysis
Agreement
Empower marketing teams with optimized sales funnels
Optimize complex document flows between employees, partners and vendors for better customer experiences.
Consent
Analysis
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.
SalesForce Automation
Progress Reports
Complex Approval Flows
Multi-User Permissions
Titan Docs Features
Multiple Formats
Dynamic Content
Digital Signatures
Admin SSO Portals
Collaborative Sharing
Access Permissions
FAQ
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.