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.
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 Data Sync
Work in Microsoft Word
Personalized Proposals
“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
“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 Document Generation Tool in Salesforce
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 with document generation software.
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 platform for Salesforce.
Flexible Salesforce Document Management Options
Storage can become an issue in Salesforce. With Titan, your document engine, 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 all compatible with document management for Salesforce.
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. We give you complete flexibility
- docx
- html
- png
Titan Docs FAQs
What can I do with Titan doc generation?
Create, route, sign, and store dynamic documents all in Salesforce. No need for duplicate databases or complicated code.
Can I generate hundreds of documents at once?
Yes. Titan supports bulk generation with complete control and customization.
Can I build approval flows before signing?
Absolutely. Set up logic to route to multiple reviewers before starting the signing process.
Do I need code to get started?
Nope. Titan is 100% no-code. Anyone in your team can generate documents.
Does Titan Docs support quote tables and repeating sections?
Yes. You can loop data, repeat rows, and calculate totals.
Can I fully customize the look and feel?
Yes. You have total control over customization.
Sync to Salesforce from Microsoft Word
