Document generation, organization, and management are integral to almost any business process you can think of. No matter your industry or vertical market, your organization needs streamlined document management to close deals efficiently, sign contracts, broker agreements, and keep accurate records. If you roll back the years, managing and creating documents was a tedious and time-consuming job. Before the onset of digitization, hours and hours were consumed every week manually drafting documents and storing files on site. In today’s business environment, we are fortunate enough to have access to a range of digital tools that can do the heavy lifting for you, empowering your organization to store documents in the cloud, sign remotely and securely, and create and share documents online in a heartbeat. Automated document generation software is arguably one of the most powerful tools on the market, giving you the ability to systematically generate documents at scale and speed for your business use cases.
In this article, we explain what automated document generation is, how it differs from other document software functions, and why you should choose Salesforce as your source of truth when dynamically generating documents. We also discuss some of the limits of Salesforce’s native document generation capabilities and look at a market-leading alternative. Specifically, we examine Titan Docs, which is the only tool in the Salesforce ecosystem that enables you to dynamically generate documents using real-time Salesforce data.
Are you excited to learn more about automated document generation? Let’s dive in!
Document Automation Software
So what is document automation software and what does it empower you to do? Well, documents automation software gives you the ability to perform a variety of useful
document actions including the creation of templates, seamless version control, dictating a series of workflow steps for your document lifecycle, and integrating with a solid electronic signature tool as well as with your desired data sources. Examples of some well-known documentation automation software include WebMerge and Microsoft’s Power Automate. Document generation is arguably the most potent component of document automation software because this function allows your organization to automatically generate documents based on pre-configured templates by drawing on a dynamic data source.
Can you Automate Document Creation?
Here, it is important to hit the pause button and differentiate between document creation and document generation. Whereas document creation simply refers to the process of creating documents, document generation by definition always means pulling information from a live data source to create dynamic, automated documents at scale. Document creation is a much simpler process and usually involves manually inserting content into a document, attaching relevant files, and tweaking the layout. While you can introduce some level of automated document creation, it crucially does not give you the ability to integrate with a third-party data source to generate accurate and dynamic documents.
Automated Document Generation for Salesforce
Automated document generation software is special because it enables you to generate personalized documents based on your chosen data mine. This of course begs the question: what is the best data source? Here, unquestionably, the planet’s leading CRM comes out king. Using Salesforce as the single source of truth for your document generation and management needs means you will be drawing on the most comprehensive source of customer data in the world. Salesforce data empowers you with a personalized view of every customer and the ability to tailor documents to meet the needs of specific use cases. Using Salesforce to generate your documents means you are guaranteed razor-sharp data accuracy at scale for all your most important business needs. So what’s the hitch?
Documentation Automation with Salesforce
The CRM giant has some fantastic capabilities such as document creation using “Quip”, advanced version control via “Content Version Object”, file upload capabilities, and Intelligent Document Automation to streamline workflows as well as extract data from documents and transfer it into Salesforce using AI. While Salesforce does have some great document management features, one major gap is its native document generation capabilities. Salesforce indeed enables you to natively generate quotes using CPQ (Configure, Price, Quote) in PDF format. Unfortunately, this is where Salesforce’s native document generation capabilities begin and end.
So where to go from here? On the one hand, generating dynamic documents with the power of Salesforce is a game changer for any business. On the other hand, you won’t find robust document generation capabilities in any of Salesforce’s native solutions. One option is to invest in custom development and extensive coding to create a document generation process tightly integrated with Salesforce. This will give you lots of flexibility but it will also mean you have to invest in a development team to create and maintain this document maker. This can wind up being a massive financial and logistical burden. Your other option, which we recommend, is to shop around Salesforce’s AppExchange. Here you can choose from a variety of third-party tools to find the best document automation software on the market. All products on the AppExchange are officially recognized by Salesforce and aim to enhance digital experiences in your CRM. While there are a few options to choose from, we think one Salesforce document generation tool stands head and shoulders above the rest.
Titan Document Generation to Supercharge your Salesforce
Drumroll time! Meet Titan Docs, part of a stellar suite of no-code tools for Salesforce. Titan Docs has built a reputation as being the only product on the market that gives you the power to dynamically generate documents from Salesforce using zero code and minimal configuration. While most codeless solutions usually offer limited document generation capabilities, Titan’s secret weapon is to give you full flexibility with none of the coding, development, or expense:
Titan Docs gives you all the usual automation process document functions and a whole lot more. Using this tool you can pull data from Salesforce in real time to pre-populate document templates at speed and scale. What’s more, you can send data from your documents back to Salesforce in the blink of an eye to update records and ensure your teams are working with the most up-to-date data on all your deals, quotes, and contracts. Automated documents have never been more agile or easier to use than Titan Docs combined with the power of Salesforce. Here are some of the top perks of this document software:
- Dynamically generate documents off the Salesforce platform in real time using no code!
- A fully flexible and customizable document generation tool without any of the usual coding or development
- Pre-fill documents based on Salesforce data for ultimate accuracy in data entry
- Integrates seamlessly with Titan’s other products such as Web, Survey, CLM, and Forms. Most importantly Titan Docs connects effortlessly to Titan Sign so you can easily sign all deals
- Work with both electronic and digital signatures
- Bulk document generation at the touch of a button
- Build templates with Titan’s intuitive Microsoft Word Add-In
- Integrates with all leading storage solutions such as OneDrive, Google Drive, Amazon S3, Box, and Dropbox
- Work with any document format on the planet including DOCX, PNG, HTML, PDF, XLS, and much more!
- Make payments and generate invoices in seconds by mapping barcodes and QR codes to Salesforce from your documents
- Share your documents collaboratively
- Merge documents and templates and convert documents to any format you choose
- Use conditional logic by drawing on the power of Salesforce to show and hide relevant fields for tailored customer journeys
- Set up document access permissions for peace of mind and security
- Work with a tool that is SOC 2, HIPAA, ISO, and GDPR compliant
Now that you have read about the advantages of using Titan Docs, are there any cons to using this tool? Not many! But the biggest one is that if you genuinely want to deploy development and coding (and have the financial means and time to do so) then this product isn’t for you. This is because Titan’s entire suite of enterprise apps is designed to give users a codeless experience for Salesforce, enabling you to build web portals, surveys, docs, and forms as well as manage flows and contracts using only declarative tools. The platform is designed to be fully flexible without development. Besides a bit of JavaScript and CSS, you can’t use code at all. To request additional coding functionalities you would have to reach out to Titan support.
All-in-all If you are looking for an intuitive, no-code app that empowers you to generate documents from Salesforce in the blink of an eye, then Titan is no question your go-to!
Salesforce Document Generation Wrapped
And that’s a wrap! Thanks for reading, we hope you learned more about how automated document generation can enhance your business processes and take your company to the next level. While Salesforce is undoubtedly the single best platform from which to generate your documents, its native doc gen capabilities are limited. We suggest investing in a third-party tool that does the hard yards for you, enabling you to generate any document from Salesforce using zero code. Titan Docs is the frontrunner on the AppExchange but it’s up to you to search for the product that best suits your business needs. Happy hunting!
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