Manual document creation
Reps rebuild the same contract, quote or proposal by hand, copy-pasting values out of Salesforce into Word. Every document is slow to produce and slightly different from the last.
Titan Docs for Salesforce
Titan Docs consulting & implementation, engineered for Salesforce.
Titan Docs is a no-code document generation and automation solution built inside Salesforce. Twopir Consulting plans, configures, integrates, customizes and optimizes it — turning live Salesforce records into contracts, quotes, proposals and invoices that generate, e-sign and deliver themselves. Templates, data merge, conditional logic, e-signature and workflow on one architecture.
Titan Docs on Salesforce Twopir · 2πr
Layer 01
Salesforce Data
Salesforce CRM Any Object & Report Titan Web & Forms Tables · Images · QR
Layer 02 · 2πr
Twopir × Titan Docs Layer
Template Design Data Merge & Rules Generate & e-Sign Flow Automation
Layer 03
Document Outcomes
In Minutes Signed & Returned Delivered & Filed
Delivery Model Discover → Design → Build → Automate → Support
12+
500+
250+
98%
Trusted by 500+ organizations — including revenue, operations and Salesforce teams standardizing document generation and e-signature on Salesforce with Twopir Consulting, a Salesforce Gold Partner.
Built for Salesforce Document Automation
- Salesforce Gold Partner
- Titan Docs
- Titan Sign
- Titan Flow
- Document Generation
- No-Code Automation
- Quote & Contract Automation
- Professional Services
Where document operations break down
Most teams don't have a Salesforce problem — they have a document problem sitting on top of it. The data is already in the CRM, but the documents are still built by hand. Every manual step adds delay, error and inconsistency, and it gets worse as the business scales.
Inconsistent, off-brand formats
Without governed templates, pricing tables, legal clauses, logos and layouts drift across people, teams and regions — and no one is sure which version is the approved one.
Re-keyed data and errors
Retyping figures from a record into a document introduces typos, stale pricing and wrong terms — mistakes that surface in front of the customer, at the worst possible moment.
Slow contract, quote and proposal turnaround
Generation, approval, signature and delivery happen across disconnected tools, so deals wait on paperwork instead of moving. Cycle time is lost between systems, not in selling.
Template sprawl and version chaos
Dozens of near-duplicate templates with no single owner make every change — a new clause, a price update, a rebrand — a manual, risky edit repeated across files.
Manual approval, signature and filing
Someone still emails the PDF, chases the signature and files the signed copy by hand — and none of it is tracked back to Salesforce, so reporting and audit trails have gaps.
Titan Docs Consulting & Implementation Overview
Document automation, delivered as part of your Salesforce architecture
Titan Docs is a no-code document generation and automation product built inside Salesforce. It reads data from any standard or custom object — and from reports — to produce Word, PDF, Excel and Google Docs output, with conditional content, e-signature and delivery built in. That is what the platform does.
Twopir Consulting is the implementation partner that makes it fit your business. We analyze the documents you produce and the records behind them, design the solution architecture, configure Titan Docs, build governed templates, map the Salesforce data, automate generation and signature, test it, and support it after go-live. We are Salesforce-first in execution: Titan Docs becomes a native part of your org, not a tool bolted beside it.
The outcome is a document layer that runs on your CRM — faster to produce, accurate because it is built from the record instead of retyped from it, consistent across teams, and scalable as document types and volume grow. Our standard is not a successful go-live; it is a system your admins can own and extend a year later.
What Titan Docs does — and how we put it to work
These are Titan Docs platform capabilities. The value comes from applying them to your real documents, data model and workflows — which is the work we do.
Salesforce-native generation
Generate documents from any standard or custom object and from reports, with data pulled live from the record — no export, no copy-paste.
Template-driven design
No-code, drag-and-drop templates that output Word, PDF, Excel and Google Docs, with merge fields, tables, images and QR/barcodes.
Real-time data merge
Data flows both ways: documents read live Salesforce fields, and results can post back to records — so what's on the page matches the CRM.
Conditional & dynamic content
If/then rules show the right clauses, pricing, sections and language per record, so a single template covers many scenarios instead of many files.
Bulk & on-demand generation
Produce one document from a record button, or run generation in bulk across many records when you need volume at once.
E-signature with Titan Sign
Generate a document, then route it for signature with signer roles and order, and track the executed version on the Salesforce record.
Workflow automation
Trigger generation from Salesforce Flow, Process Builder and record-triggered flows — so documents are created by the process, not by a person.
Delivery & storage
Send by email and file to Salesforce plus external storage — Google Drive, OneDrive, SharePoint, Box, Dropbox, S3 — mapped back to the right record.
Fits the Titan suite
Works alongside Titan Web/Forms for data capture, Titan Flow for automation and Titan CLM for contract lifecycle — one no-code platform on Salesforce.
What a Titan Docs engagement covers
From first requirement to long-term optimization, we take end-to-end responsibility for the document layer — the platform, the templates, the Salesforce integration, the automation and the people who use it.
Discovery & Solution Architecture
We inventory the documents you produce, the records behind them and the rules that govern them, then design the target-state architecture before any build.
- Document and template inventory
- Data model and object mapping review
- Target-state architecture and roadmap
- Effort, sequencing and quick wins
Template & Document Design
We build governed, on-brand templates with merge fields, dynamic tables, images and a reusable clause and section library — so one template does the work of many.
- Word, PDF, Excel and Google Docs templates
- Branding, layout and pricing tables
- Reusable clause and section libraries
- Multi-language and regional variants
Salesforce Integration & Data Mapping
We wire Titan Docs to your objects, fields and reports — standard and custom — so documents read the right data in real time and results flow back to the record.
- Standard and custom object mapping
- Real-time, bi-directional data flow
- Report- and related-record data
- Data-quality checks that keep merges correct
Workflow & Automation
We automate generation and signature so documents are produced by the process — record-triggered, scheduled or button-driven — with approvals and e-sign routing in the flow.
- Salesforce Flow and record-triggered generation
- Approval steps before send
- Titan Sign e-signature routing
- Automated delivery and filing
Customization & Conditional Logic
Where a template alone isn't enough, we build the complex logic: conditional clauses, bulk runs, QR/payment flows and org-specific edge cases the business actually has.
- Advanced if/then conditional content
- Bulk and high-volume generation
- QR/barcode and payment workflows
- Edge cases and complex document packages
Optimization, Support & Managed Services
After go-live we keep the document layer healthy — governing templates, improving adoption, extending to new document types and supporting your admins as you scale.
- Template governance and change management
- Adoption and usability improvements
- New document types and teams
- Ongoing support and enhancements
Our Titan Docs implementation methodology
Twelve stages, one continuous engagement. This is not a checklist — each stage exists to remove a specific risk, and we stay accountable from the first requirement through the quarters after go-live.
Business & Requirements Discovery
We map every document you produce — who creates it, from which records, and the rules behind it. This is where the real complexity surfaces (regional clauses, multi-template invoicing) before it becomes a build problem.
Current-State Assessment
We audit existing templates, manual steps, data quality and any prior tooling, and quantify the manual effort we're removing — so the business case and priorities are clear.
Solution Architecture
We decide what lives in Titan Docs, in Salesforce and in storage; design the data flow, triggers and delivery; and define where documents are generated, signed and filed.
Titan Docs Configuration
We install and configure Titan Docs in your org, connect it to Salesforce, and set up the workspace, environments and permissions so admins and users have the right access.
Template & Document Design
We build governed Word, PDF and Excel templates with merge fields, dynamic tables, images and branding, and establish reusable clause and section libraries.
Salesforce Integration
We map standard and custom objects, fields and reports, and wire real-time, bi-directional data so documents read live records and executed results post back to the CRM.
Workflow & Automation Configuration
We automate generation with Salesforce Flow and record-triggered flows, and add approval steps and Titan Sign e-signature routing so the whole path runs without manual handoffs.
Customization
We build the logic a template alone can't: conditional content, multi-language, bulk generation, QR/payment flows and the org-specific edge cases that make documents correct.
Testing & Validation
We test data merges, every conditional branch, output fidelity, e-sign flows and permissions across roles and volumes — before anyone relies on a generated document.
User Training & Enablement
We train admins to own and change templates and business users to generate confidently, and document the build so the solution stays maintainable in-house.
Deployment
A controlled rollout across environments with data checks and a parallel period, so live documents and active deals are never at risk during cutover.
Post-Implementation Support & Optimization
We monitor adoption, govern templates, extend to new document types and teams, and tune the solution as volume and requirements grow — so it keeps paying off.
Built on Salesforce, connected to your stack
Titan Docs runs inside Salesforce, so a good implementation is a Salesforce architecture decision as much as a document one. These are the considerations we design around.
Data model & relationships
Documents generate from Opportunities, Quotes, Contracts, Orders and custom objects — so the object model and relationships have to be right first.
Titan Sign e-signature
Native Salesforce e-signature: generate, route and sign, with the executed document and its status tracked on the record.
Flow & automation
Record-triggered, scheduled and button-driven generation via Salesforce Flow and Process Builder — no manual "create document" step.
Storage & delivery
Salesforce Files plus external storage — Google Drive, OneDrive, SharePoint, Box, Dropbox, S3 — with files mapped back to the right record.
Quote-to-cash & billing
Quotes, order forms and invoices generated from pricing and billing data, connecting document generation to the revenue process.
Security & permissions
Profiles, permission sets and field-level access govern who can generate and see what, aligned to your security and compliance requirements.
Data quality
Clean, well-structured records are what make merged documents correct — so data quality is part of the design, not an afterthought.
Scalability
Architecture that holds as document types, volume and teams grow — so the next use case is an extension, not a rebuild.
| Titan Docs capability | What it replaces | Business outcome |
|---|---|---|
| Template-driven generation | Manual copy-paste into Word | Faster, consistent, on-brand documents |
| Real-time data merge | Re-keying Salesforce data by hand | Fewer errors; documents match the record |
| Conditional logic | Dozens of near-duplicate templates | One template covers many scenarios |
| Flow automation | A manual "create document" step | Record-triggered, hands-off generation |
| Titan Sign e-signature | A separate e-sign tool and manual filing | Generate, sign and file in one flow |
| Bulk generation | Producing documents one at a time | High volume handled in a single run |
Documents we automate on Salesforce
If the data is in Salesforce and the document is repetitive, it's a candidate. These are the use cases we implement most often across sales, operations and professional services.
Quotes & CPQ output
Branded, accurate quotes generated from opportunity and pricing data, ready to send or sign in minutes.
Contracts & agreements
Contracts assembled from a governed clause library with conditional terms, then routed for e-signature.
Proposals & SOWs
Proposals and statements of work built from record data, with the right sections shown per deal.
Invoices & order forms
Invoices and order documents generated from billing data — including complex, multi-template invoicing.
Customer onboarding packets
Welcome letters, forms and onboarding documents produced and delivered the moment a deal closes.
Renewals & amendments
Renewal notices and amendments generated from current record values, so terms and pricing are never stale.
Real estate & transaction documents
Listing agreements, disclosures and transaction packages assembled from records and e-signed in one flow.
Automated document packages
Multi-document bundles — cover letter, contract, schedule, invoice — generated together and delivered as one set.
What a well-built Titan Docs implementation delivers
The gains are operational, and they compound as more of your document work moves onto the platform. We're deliberate about not promising numbers we can't stand behind — these are the outcomes a good implementation is designed to produce.
Reduced manual work
The repetitive build-and-send effort moves from people to the platform, freeing teams for higher-value work.
Faster document turnaround
Quotes, contracts and invoices go out in minutes, so deals and processes stop waiting on paperwork.
Improved data accuracy
Documents are built from the record, not retyped from it — so pricing, terms and details stay correct.
Consistent, compliant documents
Governed templates keep branding, clauses and formatting consistent across every team and region.
Better Salesforce adoption
When documents live where the work happens, users stay in Salesforce and data stays in one place.
Scalable document operations
New document types and teams are extensions of the same architecture, not new one-off projects.
Why building it into Salesforce changes the economics
Document automation earns its keep when generation, signature and delivery are designed into the CRM rather than bolted beside it — and there are public customer stories that show it.
2πr
When document generation is designed into Salesforce instead of bolted beside it, the whole quote-to-cash and contract process speeds up — and every document is accurate because it is built from the record, not retyped from it. That is the difference between buying Titan Docs and implementing it properly.
Twopir Consulting Salesforce & Titan Docs practice Our Point of View
Daheim Solar
Titan's published story describes rebuilding a complex, multi-template invoicing process on Word and Salesforce, then extending it with record-triggered Salesforce Flows and e-signature.
Referenced as Titan's published customer story, not a Twopir engagement. Read it in full on Titan's site for the details and figures they report.
Read the Daheim Solar story on titandxp.comNot a vendor. An implementation partner.
Titan Docs is powerful and genuinely no-code — but a document layer that scales still needs architecture, governance and Salesforce depth. That is what we bring.
We start with the documents and the data, not the tool
Before we configure anything, we map what you produce and the records behind it. What we build reflects your real process — not a default template set.
We are Salesforce architects, not just Titan users
Because Titan Docs runs inside Salesforce, the data model, automation and security decisions matter as much as the templates. We own both sides.
We own the outcome end to end
Discovery, architecture, configuration, templates, integration, automation, testing, training and launch — one accountable partner, not a configuration document.
We build for governance and change
Templates, clauses and pricing change constantly. We design so a single edit updates everywhere and your admins can maintain it without us.
We stay past go-live
The first use case is the start. We extend to new documents, teams and volume while keeping the architecture stable — support that scales with you.
Explore the wider Titan & Salesforce practice
This page is part of a broader Titan and Salesforce content ecosystem. Start with the pillar overview, then go deeper on the areas that matter to your document workflows.
Titan for Salesforce integration
The pillar overview of Titan's no-code suite on Salesforce — forms, portals, document generation, automation and e-signature.
FormTitan & Titan Forms automation
No-code Salesforce forms and portals that capture the data your documents merge from.
Salesforce integration services
Connecting Salesforce to the systems around it, so document and revenue data stay in sync.
Salesforce support & managed services
Ongoing administration, enhancement and support to keep your document automation healthy.
Salesforce consulting services
Architecture, implementation and optimization across the wider Salesforce platform.
Book a Titan Docs consultation
Talk through your document workflows with a Salesforce and Titan Docs specialist.
Titan Docs consulting & implementation, answered
Titan Docs is a no-code document generation and automation product built inside Salesforce. It reads data from any standard or custom object — and from reports — and merges it into Word, PDF, Excel or Google Docs templates, with conditional content, e-signature and delivery built in. Because it runs natively in Salesforce, documents are generated from live records rather than exported data.
A full engagement covers discovery and requirements, current-state assessment, solution architecture, Titan Docs configuration, template and document design, Salesforce integration and data mapping, workflow and automation, customization, testing, user training, deployment, and post-implementation support. Twopir takes end-to-end responsibility for the document layer — the platform, the templates, the integration and the people who use it.
It depends on the number and complexity of documents, the state of your Salesforce data, and how much automation and e-signature is in scope. A focused first use case — one high-value document type, generated and signed from Salesforce — is often live in a matter of weeks, while a broader rollout across many templates and teams is phased over a longer period. We scope it in discovery and sequence quick wins first.
Yes — that is a common starting point. Titan Docs can be live and still underused if templates are ungoverned, the data mapping is incomplete, or generation isn't automated. We assess the existing setup, fix the template and integration architecture, add the automation and e-signature that was missing, and improve adoption — usually without starting over.
Yes. Generation can be triggered from Salesforce Flow, Process Builder and record-triggered flows, as well as from a button on a record or in bulk across many records. We design the automation so documents are produced by the process — for example, when an opportunity reaches a stage — rather than by someone manually creating each one.
Yes, through Titan Sign, the suite's native Salesforce e-signature capability. A generated document can be routed for signature with defined signer roles and order, and the executed document and its status are tracked back on the Salesforce record — so generate, sign and file happen in one connected flow.
Titan Docs outputs Word, PDF, Excel and Google Docs. Common document types include quotes, contracts and agreements, proposals and statements of work, invoices and order forms, onboarding packets, renewals and amendments, and multi-document packages. If the data lives in Salesforce and the document is repetitive, it is usually a good candidate for automation.
Titan Docs is no-code, so a capable admin can build simple documents. Where a partner earns its place is architecture: designing the Salesforce data model, governing templates so one edit updates everywhere, building complex conditional logic and automation, handling security and testing, and extending the solution as you scale. We're a Salesforce Gold Partner, so we own both the Titan Docs and the Salesforce sides of the build.
Next Step
If your team is building documents by hand, this is the right conversation
Twopir helps organizations plan, implement, customize, integrate and optimize Titan Docs on Salesforce — so documents generate, e-sign and deliver themselves, accurately, at scale.
Speak with a team that understands Salesforce, Titan Docs & document automation
