FormTitan allows you to integrate your forms, so you can populate fields from Salesforce as well as collect new data. It also allows you to generate documents based on your form data.
But this is only the tip of the iceberg...because now you can also have your documents generated from within Salesforce, by a mere click of a button or an outbound message. This proves really handy to those working mainly in Salesforce, who can now send their proposals, contracts, and other documents to the relevant clients in seconds.
This option is available through our Salesforce FormTitan App, so if you are interested - you will need to install the App.
Once installed the Generate button will need to be added to the relevant object in Salesforce. We've taken the liberty to create the buttons for you in the standard objects (Accounts, Contacts, Opportunities, Leads and Cases), so all you will have to do is add them to your layout.
In addition you will be able to create a workflow rule that automatically generates the documents based on changes in the data.
Needless to say this feature is supported in both Salesforce Classic and Lightning.
Watch the following videos about how to set this up:
Generate PDF from Salesforce Classic version
Generate PDF from Salesforce Lightning version
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