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Alternatives to Consider
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TitanCollaborating with Salesforce, Titan Forms and Apps revolutionize the industry by making the leading CRM globally available and user-friendly for everyone. With just a click and absolutely no coding involved, you can harness the power, speed, and flexibility of Salesforce Forms to streamline your business operations. Reduce your time to market, eliminate the need for coding, and address any scenario using a unified platform. Our top-tier forms and applications for Salesforce are designed to serve various industries, and we are dedicated to crafting tailored solutions for challenging issues. Easily create stunning web portals, sign documents, generate reports, distribute surveys, automate contracts, and fill out Salesforce forms, all in a matter of clicks—without requiring any coding expertise. Plus, our innovative AI assistant ensures you can expedite the process while minimizing mistakes. We proudly stand as the sole product available that allows you to transmit and retrieve data from Salesforce in real-time, all without incurring additional development costs. At Titan, our customers and partners drive our innovations. If you have a suggestion for a new feature, feel free to submit it through our Titan X Lab, and we will evaluate it for our development roadmap! So, what’s holding you back? Take the next step and schedule a demo today to see how we can transform your processes!
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Expedience SoftwareTRANSFORM YOUR PROPOSALS & RFP RESPONSE PROCESS Efficiency, Consistency, and Accuracy—All Within Microsoft Word Elevate your business proposals, RFP responses, and Statements of Work (SOWs) with Expedience—your all-in-one solution for speed, consistency, and absolute accuracy, seamlessly integrated right into Microsoft Word. Say goodbye to tedious workflows and hello to flawless, professional documents every time. POWER OF MICROSOFT, UNLOCKED • Copilot Generative AI: Harness cutting-edge AI to generate content intelligently and effortlessly. • Excel Data Integration: Instantly pull in data from your spreadsheets for fast, error-free proposals. • Realtime Collaboration: Work together within Word, anywhere, anytime—no toggling between platforms. • Corporate Branding: Guarantee your brand is front and center, every single time. INSTANT, SELF-SERVICE SALES DOCS Build proposals, sales documents, and SOWs with just a few clicks—even directly from Excel. Expedience automates Microsoft Word templates to bring guidance to sales teams ensuring the correct items are included on every proposal. CONTENT YOU CAN COUNT ON Access a library of carefully curated, branded, and pre-approved content—all ready for use inside Microsoft Word. Expedience ensures your team never has to waste time proofing or second-guessing your messaging.
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PlautiPlauti is a data quality platform built natively for CRM, designed for organizations that want tight governance, strong security, and practical control over the accuracy of their customer data. Unlike solutions that move data to external servers or require separate platforms, Plauti runs entirely inside your existing CRM infrastructure, so no data leaves your system and no additional security perimeter is introduced. For Salesforce customers, Plauti covers the end-to-end data quality lifecycle: Prevent duplicates at the source: Real-time alerts notify users of potential duplicates as they enter records, helping sales, marketing, and service teams keep data clean from the start. Protect against hidden duplicates: Detect duplicates created by imports, integrations, and APIs to keep inbound data streams aligned with your standards. Remediate at scale with batch jobs: Run configurable batch processes to find, review, and merge existing duplicates across large data volumes, with full audit trails that support compliance, internal controls, and reporting. Verify contact information: Check email addresses and phone numbers before they’re saved to reduce bounce rates, improve campaign performance, and support more reliable outreach. All of this operates on Salesforce’s own infrastructure, using your existing permissions, roles, and security model. There is no separate user login, no data sync lag to manage, and no additional compliance gap to justify to auditors or security teams. For Microsoft Dynamics 365, Plauti focuses on robust duplicate prevention and control. Admins can configure real-time alerts, leverage API-based detection, run batch processes, and apply cross-entity matching rules to keep accounts, contacts, and leads aligned and consolidated. Plauti is built for CRM admins, data stewards, and operations teams who need immediate, self-service control over data quality—without waiting for developers, complex projects, or long IT ticket queues.
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ContractSafeContractSafe is AI-enabled contract management software that gives every team in your organization a single, secure place to store, find, and manage contracts, without the complexity or cost that typically comes with enterprise CLM tools. If your contracts are currently scattered across inboxes, shared drives, and spreadsheets, key dates are getting missed, renewals are auto-renewing without anyone noticing, and finding a specific clause takes half a day, ContractSafe is designed exactly for that situation. All your contracts live in one secure, searchable repository. Find any document, clause, or attachment in seconds using full-text search that works even on scanned files. AI automatically handles the busy work: extracting metadata, categorizing contracts by type, and answering questions about content in plain language. Automated alerts make sure your team never misses a renewal, expiration, or critical deadline again. Every plan includes unlimited users, so legal, finance, operations, and procurement can all work from the same system without per-seat charges piling up. Higher-tier plans add approval workflows, redlining, and built-in e-signature to support the full contract lifecycle in one place. Pricing is transparent and publicly listed. All plans include a dedicated Customer Success Manager, free onboarding and data migration assistance, and ongoing support by phone, email, and chat. Security and compliance are enterprise-grade: hosted on AWS with SOC 2 Type II, ISO 27001, HIPAA, and GDPR certifications, plus data residency options in the US, Canada, EU, and Australia. Most teams are up and running within hours of starting. Free trial available, no credit card required.
What is GoCloudz CPQ PDF Generator?
Create an array of uniquely tailored and branded PDF templates that incorporate elements such as page breaks, specialized styling, and merge fields to extract data from Salesforce objects. You can organize related items into tables and arrange different items into separate tables as needed. Administrators can preview the design prior to implementation to ensure it meets operational needs. Additionally, PDFs are accessible for viewing, saving, downloading, and can be emailed to various recipients simultaneously. Automate the generation and distribution of PDFs based on specific business scenarios for greater efficiency. Templates can be filtered according to the unique requirements of end-users, allowing for the dynamic addition of content based on evolving business needs. Ultimately, this flexibility enables organizations to streamline their documentation processes effectively.
What is DotPDF?
DotPDF provides a platform for users to create PDFs from scratch or alter existing PDF documents with ease. It allows for the programmatic generation of fillable forms and invoices, enabling necessary modifications to PDF files. The software supports PDF/A standards and streamlines the invoice creation process. Users can leverage PDF templates to construct custom tables featuring specific fields for later use. Additionally, it offers the capability to customize PDFs or generate dynamic content that adjusts according to the information provided by the recipient. Enhancements to existing PDFs can be made by adding graphical elements such as logos and watermarks. The application also supports the automated creation of various document types, including fillable forms, invoices, purchase orders, quotes, receipts, and archival documents. On top of that, it can manage customer-filled forms (AcroForms) and seamlessly extract data from those fields. Outputs can be produced from reports, email attachments, and printable versions of web content. Users do not need to understand the intricacies of the PDF Specification, as the interface is user-friendly, focusing on object-oriented and shape-based design. Furthermore, the auto-fill feature for PDF forms efficiently populates fields with known user information before the form is presented, thereby enhancing both productivity and the user experience. This extensive array of features positions DotPDF as a powerful and adaptable solution for any PDF-related needs.
Integrations Supported
.NET
ASP.NET
C#
Docusign
F#
HTML
Salesforce
Visual Studio
Integrations Supported
.NET
ASP.NET
C#
Docusign
F#
HTML
Salesforce
Visual Studio
API Availability
Has API
API Availability
Has API
Pricing Information
$144 per year
Free Trial Offered?
Free Version
Pricing Information
$1,500 one-time payment
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
GoCloudz Technologies Inc
Date Founded
2024
Company Location
US
Company Website
gocpq.com/pdf-generator/
Company Facts
Organization Name
Atalasoft
Date Founded
2002
Company Location
United States
Company Website
www.atalasoft.com/Products/Dotpdf
Categories and Features
Categories and Features
Annotations
Convert to PDF
Digital Signature
Encryption
Merge / Append
PDF Reader
Watermarking