Document Generation


About

Read more about the document generation options FormTitan provides. About the Microsoft Office Add-ins for Word, Excel and Powerpoint.

Microsoft Word Add-in
Read all about our Word composer
Generate from Salesforce
Learn how to generate docs and email directly from Salesforce using the FormTitan button.
Microsoft Excel Add-in
Read all about the Microsoft Excel Add-in
Generate a PDF and attach it to a Salesforce contact objectUsing the PDF interactive modeSave account data to Salesforce and send a PDF to the user filling the digital formGenerate a PDF preview of a digital form based on Salesforce data and edit itDocument generation Using a Salesforce ButtonGenerate a PDF directly from Salesforce: ClassicGenerate a PDF directly from Salesforce: LightningGenerate a document from a custom object in Salesforce LightningGenerate a document from a custom object in Salesforce ClassicAutomate your documant generation from Salesforce via workflow outbound messageEmail from Salesforce using FormTitanSet a dynamic file name to your generated documentNew Button: Modal SignatureInsert fields into your PDF header and footerMerge documents with FT button in SalesforceEdit document and Send it in an email directly from SalesforceAuto Save in Interactive PDF Hide submit and Cancel buttons in PDF previewHow to add a Digital Signature to your document- ExampleInstall Excel add-in
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