Dynamic Docs Built for Salesforce

by TitanSalesforcePaid

Generate Salesforce documents in Word, PDF, Google Docs, Excel, or HTML using mapped data and conditional rules.

Facts verified appexchange.salesforce.comAd-free rankings
PRICINGPaid
DEPLOYMENTCloud
CATEGORYDocuments and content
UPDATED ON MARKETPLACE
Dynamic Docs Built for Salesforce — screenshot from the Salesforce AppExchange listing

What it does

Titan Docs connects Salesforce data to document templates through no-code object mapping. Templates can be created and formatted in Word, PDF, or Google Docs, with rules that show or hide content. Documents are generated from Salesforce, and the vendor states that Word, Excel, PDF, and HTML outputs can use multi-object data, images, tables, and charts. The vendor also states that documents remain connected to Salesforce data without external storage.

Key capabilities

from the Salesforce AppExchange listing

Salesforce Data Mapping

Maps Salesforce objects to document templates without code.

Conditional Content Rules

Shows or hides document content based on conditional logic.

Multi-Format Documents

Generates Word, Excel, PDF, or HTML documents from Salesforce data.

Rich Document Formatting

Adds images, tables, and charts sourced from Salesforce fields.

Branded Templates

Supports document template styling and personalization without code.

Salesforce Data Connection

Uses real-time Salesforce data without syncing to external storage.

How it compares

Titan Docs supports conditional content rules, multi-object Salesforce data, and output in Word, Excel, PDF, or HTML. EDocGen Document Automation Platform uses existing templates and provides distribution options such as email, printing, and cloud-storage sync, along with a REST API. Adobe Acrobat Sign Document Builder for Salesforce focuses on DOCX templates populated with Salesforce data and Acrobat Sign e-signature, while Concord Documents can generate documents, email or preview them, attach them to records, and update record activity history.

NamePricingDeploymentUpdated
Dynamic Docs Built for Salesforcethis pluginPaidCloud
EDocGen Document Automation PlatformPaidCloud
Adobe Acrobat Sign Document Builder for SalesforceFreeCloud
Concord Documents - Automatic Document Generation with your DataPaidCloud

In the catalog

206 plugins in Salesforce Platform · Documents and content

Price distribution: 42 free, 19 freemium, 145 paid

Pricing & deployment

Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid

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What the vendor says

«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 …»

Official marketplace listing

Publisher
Titan
Updated on marketplace
Facts verified