Dynamic Docs Built for Salesforce

By TitanDocument Generation

Rating: 5.0
Reviews: 8
Pricing: Paid
Listed since: 2021

About Dynamic Docs Built for Salesforce

Salesforce Docs that do the Work for You

Titan Docs empowers your organization to work intuitively with dynamic Salesforce data in Word, PDF, or Google Docs. You can style, fill, and send documents in seconds.

Here's how easy it is:

Connect Salesforce: No-code object mapping.
Design Template: Drag, style, & personalize in Word, PDF, or Google Docs.
Set Rules: Show or hide content based on conditional logic.
Create Document: Auto-generate doc from Salesforce in one click.

Highlights

Synced to Salesforce: Work on docs with real-time CRM data. No syncing or external storage.
Dynamic Templates: Generate Word, Excel, PDF, or HTML with smart clauses and multi-object data.
Brand-Perfect Docs: Design fully branded documents without code.
All-in-One Platform: Ditch your form builder, survey tool, and partner portal plug-ins. Titan Docs forms part of an all-in-one studio for Salesforce.
Rich Formatting Support: Insert images, tables, and charts pulled directly from Salesforce fields.
Secure and Compliant: HIPAA, GDPR, and Salesforce encryption built in.

Screenshots

Pricing

Paid.

https://titandxp.com/pricing/?tab=document

The publisher offers discounts.

Compatibility

Works with: Sales Cloud
Financial Services Cloud
Health Cloud
Requires: Sales Cloud
Service Cloud
Marketing Cloud
Financial Services Cloud
Salesforce editions: Enterprise
Unlimited
Performance
Developer
Salesforce Platform
Lightning Experience: Supported
Salesforce mobile app: Not supported
Salesforce security review: Passed on March 3, 2021
Industries: Financial Services
Government
Healthcare & Life Sciences
Languages: Dutch
English
Finnish
French
German
Danish
Italian
Japanese
Korean
Portuguese
Russian
Chinese (China)
Spanish
Swedish
Thai
Chinese (Taiwan)