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G2 recognized Titan Docs
Titan Docs

By Titan

4.6 out of 5 stars
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Titan Docs Reviews & Product Details

Pricing

Pricing provided by Titan Docs.

Starter

Starting at $150.00
Per Month

Titan Docs Media

Titan Docs Demo - Titan Docs – Word Add-on
Create documents seamlessly within Microsoft Office Word utilizing the Titan Add-on, which allows direct integration with your Salesforce data.
Titan Docs Demo - Titan Docs – Salesforce Integration for Word Add-on
Connect with any object, field, or account in your Salesforce database to effortlessly create your documents.
Titan Docs Demo - Titan Docs - Generate Documents Lightning Button
Execute a variety of actions directly in Salesforce: Including Generate, Email Transmission, Data Merging, File Download, and Previewing.
Titan Docs Demo - Titan Docs - Document Generation Menu
Titan document generation menu in list view enables the creation of any document in your database.
Titan Docs Demo - Titan Docs - Edit Any Document Directly in Salesforce
Titan Docs provides various features for editing documents, sending them in bulk, customizing designs, and performing other tasks directly within Salesforce.
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Titan Docs Reviews (17)

Reviews

Titan Docs Reviews (17)

4.6
17 reviews

Pros & Cons

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Nishant G.
NG
Executive Recruiter
Small-Business (50 or fewer emp.)
Guest users or non-business users of the software, not included in G2 scores.
"Effortless Team Collaboration with Real-Time Performance"
What do you like best about Titan Docs?

The best part of this is it handles a large documents without a lag and also the update speed is good its in real time, so titan docs make a team work very easy Review collected by and hosted on G2.com.

What do you dislike about Titan Docs?

I only think that the formatting tools could be more better Review collected by and hosted on G2.com.

Response from Alice Meyer of Titan Docs

Hi Nishant, thanks for your review.

We are happy that you are enjoying the real-time power of Titan's integration. This is one of our stand-out offerings, so it's great news that you are getting the most out of this capability.

We appreciate your suggestion regarding formatting tools. Are you using our intuitive Microsoft Word Add-In?

Looking forward to working together on more exciting projects in the future.

CB
Business Analyst - Salesforce Administrator
Mid-Market (51-1000 emp.)
"First class all round"
What do you like best about Titan Docs?

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.

What do you dislike about Titan Docs?

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.

Response from Alice Meyer of Titan Docs

Thank you Caroline for this stellar review. We are thrilled to hear that Titan Docs has given you the tools you need to personalize and simplify complex documents while still adhering to the relevant legal requirements.

It's one of our dreams to empower admins to perform any task in Salesforce with ease, and we're so happy that our product has been helpful to you across multiple use cases.

We hope you continue to reap the rewards of our tool, and we can't wait to see what you will achieve with Titan Docs.

Mark B.
MB
Chief Customer Officer
Small-Business (50 or fewer emp.)
"Game-Changer for Document Automation in Salesforce"
What do you like best about Titan Docs?

The ability to generate Word documents and PDFs pre-filled with dynamic CRM data saves a huge amount of time and reduced manual errors significantly.

The platform is fast, intuitive, and offers complete flexibility — whether merging multiple formats or customising templates on the fly. It’s especially powerful for teams looking to automate repetitive tasks and maintain brand consistency at scale.

Highly recommended for any Salesforce-driven organisation looking to take their document workflows to the next level! Review collected by and hosted on G2.com.

What do you dislike about Titan Docs?

Not Applicable - no dislike's about Titan Docs Review collected by and hosted on G2.com.

Response from Alice Meyer of Titan Docs

Hi Mark,

Thanks for this review! Hearing that our Docs suite has helped take your workflows to the next level brings a smile to all our faces and motivates the whole Titan team to keep innovating.

We strive to offer customers flexibility and consistency, and are thrilled to hear that you are achieving this with our solution.

Salesforce-driven organizations like yours are the reason we exist, so keep leaving valuable feedback and using Titan.

Ayla Mae O.
AO
Operations Co-ordinator
Mid-Market (51-1000 emp.)
"Great tool to collaborate on documents"
What do you like best about Titan Docs?

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.

What do you dislike about Titan Docs?

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.

Response from Alice Meyer of Titan Docs

Hi Ayla Mae, thanks for this positive review. We take our Salesforce integration seriously and are delighted it's doing the job for your service agreements.

We also appreciate your feedback regarding the application of certain settings. At Titan we are always looking to improve and make modifications to help customers, so feel free to log an idea on our X Lab: https://titandxp.com/titanxlab/. Our dev team will then review and take it into consideration.

Thank you also for your shout-out to our support team, I will definitely pass this one along to them.

Keep using Titan Docs and posting valuable reviews.

Verified User in Non-Profit Organization Management
AN
Mid-Market (51-1000 emp.)
"Packed with a good variety of features that makes it user-friendly"
What do you like best about Titan Docs?

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.

What do you dislike about Titan Docs?

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.

Response from Alice Meyer of Titan Docs

Thanks for the positive review. We're really pleased to hear that you are getting such great value from Titan Docs to streamline your document generation. We also appreciate you mentioning some of the small stumbling blocks you face. Remember if you need any extra support, feel free to reach out to the team directly and if you have a suggestion on how the product can improve, do log an idea on our X Lab.

We hope your implementation stays smooth, keep leaving helpful feedback.

See how Titan Docs improved
Verified User in Staffing and Recruiting
AS
Small-Business (50 or fewer emp.)
"We got rid of Docusign, pay less and get more out of Titan Docs."
What do you like best about Titan Docs?

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.

What do you dislike about Titan Docs?

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.

Response from Alice Meyer of Titan Docs

Thanks for the amazing review, it's always a pleasure to hear that we have helped a customer save money and get more bang for their buck. While it's great news that you are enjoying the tool, please always feel free to reach out to support to help improve your experience. And if you have suggestions on how the product can be enhanced, simply log an idea on Titan X Lab.

We hope you continue to get excellent value out of Titan.

See how Titan Docs improved
Gil Z.
GZ
CTO
Small-Business (50 or fewer emp.)
"Great application!"
What do you like best about Titan Docs?

It provides an easy way to set up forms and documents with data from Salesforce. Review collected by and hosted on G2.com.

What do you dislike about Titan Docs?

The pricing is based on usage. I would prefer that it would be based on users Review collected by and hosted on G2.com.

Response from Alice Meyer of Titan Docs

Hi Gil, thanks for your positive review.

We are thrilled that you are enjoying the ease of using Titan Docs and Forms directly in Salesforce.

We also appreciate your comment on Titan’s pricing model. The model is driven by real customer usage rather than by user seats. This structure ensures that you pay only for the value your customers actually consume, making billing more accurate and cost-effective. We would be super interested to know why paying per user would make more sense for you.

We hope you keep getting great results with Titan and look forward to future success together.

Mustafa J.
MJ
Technical Architect
Small-Business (50 or fewer emp.)
"A super power to non coder"
What do you like best about Titan Docs?

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.

What do you dislike about Titan Docs?

there is nothing to dislike, all the features are pretty easy Review collected by and hosted on G2.com.

Response from Alice Meyer of Titan Docs

Hi Mustafa, thanks for the kudos! We loved reading this :)

We are happy to hear that Titan Docs is benefiting you and that you are finding it so easy to use.

If any questions do arise, feel free to contact support or consult our Academy: https://academy.titandxp.com/

CV
Senior Project Manager
Mid-Market (51-1000 emp.)
"Titan Survey used at work"
What do you like best about Titan Docs?

Titan Survey is a very easy to use Survey platform. Review collected by and hosted on G2.com.

What do you dislike about Titan Docs?

As previously stated, Titan Survey is very user friendly, so I have no dislikes. Review collected by and hosted on G2.com.

Response from Alice Meyer of Titan Docs

Thanks for the great review of our survey product :) We're happy to hear that it is working seamlessly and enhancing your employee feedback processes. If you ever need any assistance, feel free to reach out to support.

See how Titan Docs improved
SE
CEO
Mid-Market (51-1000 emp.)
"Great But could be better"
What do you like best about Titan Docs?

The document generation feature is awesome also the forms are great too Review collected by and hosted on G2.com.

What do you dislike about Titan Docs?

High cost, the pricing is not the best but it's kind of worth ot Review collected by and hosted on G2.com.

Response from Alice Meyer of Titan Docs

Thanks for your positive feedback on our forms and docs, we're happy to hear that you are getting great value from the product. Regarding the price, feel free to reach out to a Titan expert to chat, as we are generally considered one of the more affordable tools of this kind on the market. You may also be pleased to learn that we are soon releasing a new pricing model with details and packages on how to get the most from Titan. Watch this space!

Keep using the tool and we look forward to more valuable feedback from you.

See how Titan Docs improved

Pricing Options

Pricing provided by Titan Docs.

Starter

Starting at $150.00
Per Month

Growth

Starting at $300.00
Per Month

Scale

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Per Month
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