Sign & Sync in Salesforce
Send, sign, and track documents, all without leaving your CRM or even Word. Automate updates, trigger workflows, and meet enterprise-level compliance with 2FA and full audit trails.
Track Everything in Salesforce
Work with dynamic signers, stay compliant and automate signature flows while tracking everything in Salesforce
Signed Document
eSign in Salesforce
Signed Packet
Save Annexes & Files
Reports & Dashboards
Track your eSign
Trigger from any Object or Flow
Work with Dynamic Templates
Verify Signer Identity in Real time
Choose a Salesforce Success Plan:
Doc Gen
eSign
Workflow Automation
Proposals
Starter
Environment & admin access, API-ready, project-ready, starting at 100 docs/month.
Starting at:
$150/Month
Environment & admin access, API-ready, project-ready
Key features:
- Native Salesforce integration
- Basic templates
- No minimum number of users
- Personalized documents
- Merge & bulk send documents
- Intuitive Microsoft Office Add-Ins
- Automatically track signings
- Maintain accurate records
- Legally binding eSignatures
MOST POPULAR
Growth
Smart docs & eSign, advanced permission, tiered access, starting at 500+ docs/ month
Starting at:
$300/Month
Bulk send, custom approvals, and robust compliance for Salesforce docs
Everything in Starter plus:
- eSignatures with compliance features
- Online contract tools
- Bulk send with full tracking
- Custom approval flows
- Smart templates with sync built-in
- Work with a min of 12 Salesforce users
Scale
High-volume doc usage, custom-built for your stack and scale.
Let’s talk
Contract lifecycle management, from generation to signature, tracked in Salesforce
Everything in Growth plus:
- Customizable signing workflows
- Document and signer tracking
- Scalable document creation
- Unlimited doc gen and storage
- Advanced workflows
- HIPAA-compliant handling
- CI/CD integration
- Enterprise-ready compliance package
Web Forms
Web Flows
Embedded Experiences
Portals
Surveys
Starter
Create basic forms and landing pages with no coding required
Starting at:
$250/Month
Create dynamic, code-free forms for all use cases
Key features:
- Create basic web forms
- Custom branding
- No minimum number of users
- Cross-device support
- Upload images & docs
- No-code builder with live Salesforce sync
- Fast forms and surveys with templates
- Embed dynamic digital forms in an iframe
MOST POPULAR
Growth
Create web apps with real-time Salesforce updates and automatic syncing
Starting at:
$450/Month
Smart forms, advanced permissions, tiered access
Everything in Starter plus :
- Advanced conditional logic
- Expanded API access
- Branded web forms, surveys, and portals
- Compatible with all Salesforce data types
- Build personalized Salesforce experiences
Scale
Custom web apps and workflows, fully managed setup
Let’s talk
Sandbox access, enterprise-compliance, and custom domains for any Salesforce use case
Everything in Growth plus:
- Built-in tracking and reporting
- Custom SLAs for support and uptime
- Multi-instance support
- HIPAA-compliant web handling
- CI/CD integration for deployment
- No-code Salesforce web flows
- Custom domains and white labeling
- Sandbox access & multiple admins
“Titan is a great company with a great product we rely on. They have made total product changes to accommodate our needs.”
Explore Titan Sign
Take a deeper dive into Titan Sign, including customer success stories and real-world use cases
Digital Document Signing
See how Aument Capital boosted efficiency tenfold and integrated every document directly in Salesforce with Titan Sign.
eSignature for Business
Titan is a top Salesforce eSign choice on AppExchange.
The Ultimate Signature Integration Guide
Learn everything about managing eSignatures natively in Salesforce with this definitive guide.
“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. ”
Seal the Deal with the Best Document Signing Software for Salesforce
Sign, seal, and deliver agreements in minutes with everything tracked in Salesforce. Titan’s no-code Salesforce CLM tools and eSignature solutions for sales are ideal for automating document processes from start to finish.
Track Every Interaction in Salesforce
Notify your salespeople and management team every time someone views, voids, or signs a document and easily track the entire signing process in Salesforce.
Titan Sign also updates Salesforce records with data coming from the document or input fields once signing is completed!
Salesforce eSignatures
Choose whether you want to use Salesforce electronic signatures or digital signatures. What’s the difference? An eSignature refers to any electronic signature, whereas a Salesforce digital signature works with cryptographic technology to verify the identity of the signer.
Our HIPAA-compliant eSignatures are market-leading, as is our signature API for Salesforce. Titan gives you the freedom to choose the best option for your use case.
- 21 CFR Part 11 Compliant Signatures
- eSignature API
- Trusted Digital Signatures
- Identify Signers & Facial Recognition
- Electronic Signatures in Salesforce
Push and Pull Real-Time Salesforce Data
Even though Salesforce is a revolutionary tool, it does not have an out-of-the-box option for initiating and triggering signing processes. Titan’s solution empowers you to push and pull Salesforce data in real-time, using zero code, so you can enjoy all the data-driven power of the #1 CRM.
Bulk Sign with eSignatures for Digital Documents
Finalize big deals in minutes with our robust bulk signing capability! Work with HIPAA-compliant signatures, complex logic, merge templates together, send multiple documents in one email, and have all your docs signed in one package. Titan provides eSignatures for Salesforce integration.
Titan eSign FAQs
What’s the benefit of using a native Salesforce eSignature platform?
You move faster and more securely. No syncing, no exporting, no errors. Just signatures, where your data already lives.
What happens after someone signs?
Titan’s signature platform automates record updates, flows, and alerts with instant tracking in your Salesforce dashboard.
Do I need to be a developer?
No code required for the best electronic signature app. Anyone on your team can set it up and automate with Titan.
Is Titan Sign secure enough for legal or healthcare teams?
Yes. Titan supports HIPAA, 2FA, and full audit trails. It’s the best eSignature software for Salesforce, built for high-trust industries like legal, finance, and healthcare.
Where is my data stored?
Titan is the best electronic signature software for keeping data in Salesforce. All documents and information stay securely within your own Salesforce environment. Nothing leaves your org.
