What is the FormTitan package for Salesforce?
Document generation is an integral part of the FormTitan online platform. You can easily add a PDF or a Word mapping to your forms that will generate documents once the form is submitted or when data is pushed to Salesforce.
In addition, FormTitan enables you to have these documents also generated by you and your permitted users directly from Salesforce.
However, in order to do this you need to install a FormTitan package in your Salesforce account and then make the necessary configurations if a few steps.
Using the FormTitan package will enable you to:
- To generate documents and send emails via FormTitan button. Read more about Doc Gen from Salesforce via FT button
- To automatically generate documents by using a workflow (with outbound message).
- To email from Salesforce
Find out how to get started and install the FormTitan package
- Asking us questions is the fastest and most affective way to get assistance.
- Got a question? Check out our FAQs pages for answers to commonly asked questions.
- Check out our complete index of the FormTitan Topics organized by categories.
- Browse our topics directory to find the feature you are looking for.
- ContactStill haven't found what you were looking for? no problems... simply send us your inquiry.