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Dynamic Docs Built for Salesforce

Salesforce Docs that do the Work for You

Overview

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.

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See How Dynamic Docs Built for Salesforce Works

  • 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.

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.

Categories

Business Needs
Document Generation
Industries
Financial Services
Government
Healthcare & Life Sciences
Personas
Administrator
Architect
Business Operations Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package

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