All-in-one Studio for Salesforce
Bin point solutions and run forms, docs, eSign, surveys, portals, files and flows on a single Salesforce database.
Tools
Titan Tools in Action
Forms with Bi-Directional Data Sync to Salesforce
Capture customer details, onboarding info, and payments on forms with validation and conditional logic to keep submitted data accurate.
Fully Branded Self-Service Portals for Salesforce
Give customers, partners and employees a secure Salesforce connected portal to submit requests, upload documents, and manage tasks without support.
Dynamic Documents and eSignatures in Salesforce
Generate personalized documents directly from Salesforce, edit in Word, send for secure eSign, and track every version in one place
“The platform knows to take all the data from different sources and create the logic we want. We received a very simple and cost-effective solution to a complex challenge.”
Explore Titan’s Salesforce First Studio
Take a deeper dive into Titan’s all-in-one studio, including best practices and real-world use cases
Doc Gen for Salesforce
Discover how to generate documents from Salesforce pre-filled with business data
eSignatures
Titan’s eSignatures in workflows
Manage Files in Salesforce
Upload files, set user permissions, virus scan, modify images, and keep version history all in Salesforce
“The tool is a very comprehensive integration package for e-signature, forms, and sites. Not to mention the support is second to none…very responsive and always willing to help. ”
Manage Contract Lifecycles from Start to Finish
Make your biggest deals in minutes. Titan offers tools to redline, edit, and comment on any contract while tracking every step inside Salesforce. Create, manage, and track entire contract workflows in Salesforce.
Forms that Push and Pull Real-Time Salesforce Data
Titan is your design engine for pixel-perfect Salesforce forms. Skip setup and build forms connected to your Salesforce data with Form Genie. Simply add columns, set your rules, and populate a form with Salesforce records. No coding is required and your forms can be customized for multiple devices.
Surveys for Data Collection in Salesforce
Build surveys that integrate with Salesforce, connect to any object, save responses in real-time, and guide users along personalized paths. Titan surveys for Salesforce help your business stay enterprise-grade compliant with full audit trails.
10,000 Salesforce Automations Per Second
Automate any Salesforce workflow with zero code. Titan connects your projects, workflows, and processes to Salesforce, payment providers, cloud-based storage apps, and more. Flows built with Titan are secure and compliant with leading data protection and privacy frameworks, such as HIPAA, SOC 2, ISO, and GDPR.
Titan tools FAQs
What tools can Titan replace?
Titan consolidates your forms, documents, e-signatures, contracts, surveys, portals, and automation into one platform inside Salesforce.
Do I need connectors or middleware to connect to Salesforce?
No. Titan connects directly to Salesforce in real time. Since all your data stays in Salesforce, there’s no need for connectors, middleware, or syncing with third-party tools.
Can Titan really handle everything from forms to contracts?
Yes. Titan includes modules for every workflow step, all in one platform.
How fast is implementation?
Most teams go live in days without relying on developers or a complex setup.
What if I only need specific products?
Start with what you need and expand as your team grows. Titan scales with you.
Cut costs, keep your data clean, and run
everything in Salesforce
