Titan Docs: Salesforce Document Automation for Winning Deals!

Creating any type of business document, from contracts to proposals and even reports, can be a lengthy process. If you are still creating them manually, then you are well aware of the high risk of design inconsistencies and copy-pasting data errors that can occur. For this reason, teams that create manual business documents need an extra approval process to make sure that the correct content is used.

To skip these time-consuming tasks that slow down business workflows, teams turn to a document generation system that can work directly from within their Salesforce accounts.

Document Generation in Salesforce

However, generating documents in Salesforce natively is not possible, and you will need a reliable third-party app to get the job done.

That’s where Titan comes in! Titan is a powerful platform offering point-and-click Salesforce document generation solutions. With absolutely no code or programming knowledge, your teams will be able to streamline their workflows to close deals for more business success and growth.

We found Titan easily on the Salesforce AppExchange marketplace, and had to showcase them to let you know how you can use the robust platform to dynamically generate documents faster!

Benefits of Titan Document Generation with Salesforce

Titan Docs offers a host of tools and features to get your documents generated immediately from Salesforce. Below we take a look at some of the biggest wins of using Titan Docs to dynamically generate documents from Salesforce:

1. Why Create Documents with No Code?

Generating documents with no code empowers your organization by saving hours and weeks of development time as well as cutting costs. While many no-code platforms and products offer limited flexibility, Titan Docs provides fully declarative tools without any roadblocks or limitations. This means you can create any document on the planet without the usual complicated and expensive development.

Aside from no-code software liberating your employees from document generation, you also get to skip the sweat of maintaining these documents. With Titan Docs, everything is done for you, and every step of the document generation process is fully automated. This gives your teams the time and freedom to focus on high-priority tasks that really matter.

2. Fully Secure Digital Documents to Build Client Trust

Business documents contain extremely sensitive information, such as customer names, addresses, financial details, and social security numbers. Additionally, business documents may also include copies of medical results.

In order to build and maintain the trust of your clients, your organization needs to ensure all sensitive and personal information remains secure. Titan Docs is compliant with the highest level of safety and security and adheres to all major compliance and regulatory standards. You can rest easy knowing that when you make a document with Titan’s software, it is fully compliant with HIPAA, SOC 2, ISO, GDPR, and other leading data regulations. This takes the responsibility of safety checks off your shoulders while still guaranteeing maximum protection for customers.

3. Automate your Documents using Real Time Salesforce Data

Titan Docs is the only product on the market that enables you to automatically generate documents based on real-time Salesforce data. As you don’t need to have programming skills to handle Titan, setting up automated document generation in Salesforce can be accomplished in a few minutes. You can go ahead and read any field from any Salesforce object or report and then display it in the format you need.

You also have the flexibility to add interactive solutions to write data from your document to any object found in Salesforce.

Titan makes working with your standard and custom Salesforce objects super easy so that you can generate documents quickly to close those deals.

4. Improve your Documents with Titan

Business documents have come a long way from just text and eSignature elements. With Titan, you can simply map barcodes or QR codes between your agreements and Salesforce. Barcodes and QR codes are extremely helpful in supporting paperless payments, invoices, and order processing so that your sales cycles move along faster.

With a Titan and Salesforce integration, you get to choose whether you want to map your barcodes and QR codes statically or dynamically to cater to your specific document generation processes.  

5. Store your Documents Where you Want

Business documents need to be saved securely, as you might need to access the information at any time. They also serve as evidence of the decisions your teams have made in the past or what various parties in an agreement have acknowledged to support.

Although you can store all your documents in Salesforce, you might have specific business reasons for not wanting to. Titan understands this need and has given us the choice to store documents in our favorite third-party apps like Google Drive, Box, Dropbox, and OneDrive, to name a few.

6. Say Goodbye to Typos!

As we all know, creating documents from scratch each time increases the risk of errors found in your material. Data errors from copy-pasting incorrect information or forgetting to add content to your documents make your documents look unprofessional which could negatively affect your sales deals.

So how do we escape this fate? Titan easily generates dynamic documents that have data pulled from your Salesforce database. Now you don’t need to ever manually insert data into your documents!

And, if you need more flexible file management solutions, Titan can help you merge or convert your documents into a file format that you require.

Are there any other Customization Options from Titan?

These Titan features are just the beginning of how you can transform your Salesforce document generation workflows. The platform is directly integrated into Salesforce, so you can work with business documents in multiple formats and add dynamic content or digital signatures. We are also impressed by how you can collaborate on the documents with your peers and share data seamlessly with access permissions.

So What’s the Conclusion?

By using Salesforce and Titan to generate your business documents, you get to streamline and improve your workflow tasks. We can agree that a faster document creation process supports your teams and ensures all automatically inserted Salesforce data is accurate and reliable.

In the long run, your Salesforce docs all end up being consistent and professional. And you can trust that they will always match the look and feel of your brand that you have approved.

Titan is definitely a market leader in the industry and a sure win when deciding to go fully digital with Salesforce! So check them out if you want document generation for Salesforce! They also have many code-free apps that all integrate into Salesforce to streamline any organization’s workflow