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Dynamic Docs Built for Salesforce

By Titan

Salesforce Docs that do the Work for You

Paid  

Discounts available for nonprofits

Industries
Financial Services
Government
Healthcare & Life Sciences
Business Need
Document Generation
Requires
Sales Cloud
Service Cloud
Marketing Cloud Engagement
Financial Services Cloud
Compatible With
Sales Cloud
Financial Services Cloud
Health Cloud

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.

  • Titan Docs

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Service Cloud
Marketing Cloud Engagement
Financial Services Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Financial Services Cloud
Health Cloud
Salesforce Editions
Enterprise
Unlimited
Force.com
Developer
Additional Requirements
Ensure your Salesforce edition allows API access https://help.salesforce.com/articleView?id=000005140&type=1

App Details

Version
TITAN DOCS/TITAN Docs Spring21 1.0.0
Listed On
03/04/2021
Latest Release
03/03/2022
Supported 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
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 0
Custom Tabs: 2
Custom Apps: 2
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
Dutch
English
Finnish
French
German
Danish
Italian
Japanese
Korean
Portuguese
Russian
Simplified Chinese
Spanish
Swedish
Thai
Traditional Chinese

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.0.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
03/03/2021

Additional Details

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.

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Titan

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