Topic outline

  • This course will cover the basics of the Document Generation tool. Titan can help you steer clear of manual processes to manage document generation, creation, and distribution.

    This course covers in-depth processes and concepts for Titan Docs, including:
    • Building a template using the Word Add-In.
    • Triggering document generation.
    • Installing and using the Titan package.

    At the end of this course, you will be able to build custom templates in multiple formats for any document: quotes, invoices, proposals, presentations, contracts, legal agreements, financial reports, certificates, fillable PDF forms, and so much more – directly from Salesforce.