Jonathan G.
JG
Jonathan G.
Senior Director, IT
Small-Business (50 or fewer emp.)
"Flexible Platform, Excellent Knowledge Base, and Unbeatable Support"
5/5
What do you like best about Titan Docs?

I love the knowledge base, the flexibility of the platform, and the support team - I have never run into an issue or setup idea that we have not been able to execute between those three factors. Review collected by and hosted on G2.com.

What do you dislike about Titan Docs?

Nothing! There may be a slight learning curve with Titan products but that's only because the options available are enormous. Review collected by and hosted on G2.com.

Response from Alice Meyer of Titan Docs

Hi Jonathan,

Thank you for the 5-Star review.

We are thrilled to hear that Titan’s knowledge base, platform flexibility, and support team have helped you execute every setup idea you have brought to the table. That is exactly what we strive for: giving customers the tools, resources, and backup they need to build with confidence.

It’s also wonderful to hear how you are using Titan for your Member Portal, from updating contact information to reviewing directory details and viewing event data. We love seeing teams create practical, Salesforce-connected experiences that make information easier to manage and access.

We appreciate your note on the learning curve as well. With such a wide range of options, there is a lot to explore, and feedback like this helps us keep improving the path from idea to execution.

Keep using Titan. We can’t wait to see what we will achieve together.

Hila R.
HR
Hila R.
Client Account Manager & Insurance Claims Coordinator
"Effective Salesforce Integration"
4.5/5
What do you like best about Titan Docs?

I like that I can do an integration with Salesforce using Titan Docs. I don't really know any other way to do that, and it's been really helpful for me. Review collected by and hosted on G2.com.

What do you dislike about Titan Docs?

I think there should be more videos connected to the help on each category. It would be better with an integration to AI, so when I have a problem or a case study at work, it can help me do the best practice. Review collected by and hosted on G2.com.

Response from Alice Meyer of Titan Docs

Hi Hila,

Thank you for taking the time to review Titan Docs.

We are thrilled to hear that Titan Docs is helping you connect your document and form workflows with Salesforce. Being able to create forms, add files, and keep that data moving into Salesforce is exactly where Titan Docs can make daily work feel more manageable.

We also appreciate your feedback on help videos and AI guidance. More practical training resources are always useful, especially when you are trying to solve a work scenario and need best practice support in the moment. Titan AI Studio is already live in Experience Studio, and we are excited to bring this kind of chat-based AI assistance to Docs later this year as we continue shaping the experience.

Keep using Titan, and thank you again for sharing such valuable feedback.

David B.
DB
David B.
CEO FORMACLIC
"Ease of Integration and Creation of Custom Templates"
5/5
What do you like best about Titan Docs?

It is very easy to import my Salesforce variables into my Titans templates, which allows me to create exactly what I want in every possible and imaginable way. Review collected by and hosted on G2.com.

What do you dislike about Titan Docs?

Nothing Review collected by and hosted on G2.com.

Response from Alice Meyer of Titan Docs

Hi David,

Thank you for the 5-Star review.

We are thrilled to hear that Titan Docs makes it easy for you to bring Salesforce variables into your templates and create documents exactly the way you want them. That flexibility is a big part of what we aim to deliver.

It’s also great to know that Titan is helping you generate important documents and simplify eSignature setup. When document creation, Salesforce data, and signing workflows work together smoothly, teams can move much faster.

Nothing to dislike is always wonderful to read too!

Keep using Titan. We can’t wait to see what you will achieve next.

Verified User in Insurance
UI
Verified User in Insurance
Small-Business (50 or fewer emp.)
"Easy to Learn and Simple to Work With"
4/5
What do you like best about Titan Docs?

Easy to learn and relatively easy to work wih Review collected by and hosted on G2.com.

What do you dislike about Titan Docs?

Some missing features

and sometimes things dont work with no reasonable reason Review collected by and hosted on G2.com.

Response from Alice Meyer of Titan Docs

Hi there, we're pleased to hear that you are finding Titan intuitive to work with and that our product is helping you to manage your business docs.

We also appreciate the feedback regarding missing features and aspects of the solution that are not always working for you. We strive for excellence and innovation, and will take this to heart in order to improve.

If there is anything in particular you need to troubleshoot, we advise logging a case on your Titan dashboard or reaching out to a customer success manager. Our team is always on hand to help enhance your experience.

Thank you for taking the time to review us and keep using Titan!

Nishant G.
NG
Nishant G.
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"
4/5
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
Caroline B.
Business Analyst - Salesforce Administrator
Mid-Market (51-1000 emp.)
"First class all round"
4.5/5
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
Mark B.
Chief Customer Officer
Small-Business (50 or fewer emp.)
"Game-Changer for Document Automation in Salesforce"
5/5
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
Ayla Mae O.
Operations Co-ordinator
Mid-Market (51-1000 emp.)
"Great tool to collaborate on documents"
4.5/5
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
Verified User in Non-Profit Organization Management
Mid-Market (51-1000 emp.)
"Packed with a good variety of features that makes it user-friendly"
4.5/5
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
Verified User in Staffing and Recruiting
Small-Business (50 or fewer emp.)
"We got rid of Docusign, pay less and get more out of Titan Docs."
4.5/5
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