14 Titan Docs Reviews
Simple to use and versatile to fit a multitude of use cases
We are using the products across many different scenarios from engineer jobsheets to training sign off sheets
Implementing Titan from our previous solution was a walk in the park supported by the outstanding Titan team Review collected by and hosted on G2.com.
We've not really had any issues with the products and if ever we've had any queries or struggles in setting something up, the team has been on hand to assist. Review collected by and hosted on G2.com.
We use Titan Docs for service agreements - it is a great tool to set up your templates, merge fields and track documents. It integrates with Salesforce well. Customer support have great response times and once you get the hang of implementing, it is simple to manage. Review collected by and hosted on G2.com.
It would be handy to be able to apply certain settings to a number of documents and/or users at once, instead of individually. Review collected by and hosted on G2.com.
1. I am able to create Titan Docs via Word Doc and PDF and when I use Word to create our Titan Docs, Titan allows me to use Word features, which makes it easier to use since I am already familiar with those features.
2. Implementation ran smoothly with little to no bumps along the way.
3. The way Titan Docs is able to pull various fields in our Salesforce objects and how the program integrates with Salesforce features include Flow.
4. We continue to discover new ways to use Titan Docs in Salesforce on our 2nd year that helps us be more effective and efficient
5. Customer support is great! I get a response in less than 24-48 hours. I also like the available helpful Support Pages they have available. When I go through an article to find an answer to my question, I also learned additional tidbits about the program. Review collected by and hosted on G2.com.
1. When I create multiple versions of the same/similar document, I have to go to each one and select the same Setup options.
2. Sometimes the way I have the document formatted in Word does not show up the same way in Titan Dashboard and I would have to recreate the whole document (in Word). Review collected by and hosted on G2.com.
Ease of use and how easily it integrates into our CRM. I can edit and create docs for contracts, signatures, customer facing documents that need information specific to a given client or customer that auto populate based on our CRM data, all directly from microsoft word if I need to. Those documents can be saved to Salesforce, automatically emailed to team members or clients, or even sent through an approval process. We use it everyday in some form or another. Review collected by and hosted on G2.com.
In some cases, there are a lot of ways to do one thing, or multiple places in docs to do the same thing, and sometimes that can be helpful, while other times it would be nice to just have one way to edit/change a specific aspect. Review collected by and hosted on G2.com.
No coding needed, its all drag and drop. Just a basic understanding and you are good to go Review collected by and hosted on G2.com.
there is nothing to dislike, all the features are pretty easy Review collected by and hosted on G2.com.
Super flexible, almost nothing you can't do. you can get or push any object or field from salesforce with no dependency, you can have doc-generation forms integrated with salesforce web portals and so much more in one toolss Review collected by and hosted on G2.com.
Sometimes over, flexibility can also take more time. Review collected by and hosted on G2.com.
It's the best platform for e-docs I believe. Especially for signatures I find it amazing it solves the problem of taking signatures. Now we can get the signatures by just sending a link over email. Review collected by and hosted on G2.com.
So far I haven't found any such thing which I say I dislike. I'm not sure if the other person must need to sign-up first in order to do the signatures but if it's I think it shouldn't be like this. Review collected by and hosted on G2.com.
