Main Features

Easy to use Patented technology

Drag & Drop

Drag & Drop

All features include drag & drop functionality. NO CODE needed

Dynamic Pre-Fill

Dynamic Pre-Fill

Display data from multiple Salesforce objects in real-time

Security

Security

Protect your forms with two-factor authentication or SSO

No Parameters

No Parameters

Identify your customers without passing parameters to your forms

Files/Attachments

Files/Attachments

Upload multi files, generate documents and push to related files/attachments object

Payment Integration

Payment Integration

Capture payments and donations with a variety of vendors. Single/recurring payments.

Multi-Step

Multi-Step

Split your form into multiple pages and increase your conversions

Conditional Logic

Conditional logic

Control any field behaviors, trigger actions, and validate

Custom Design

Custom design

Pixel perfect design, responsive layout with or without CSS

Complex Fields

Complex fields

Including tables, lookups, repeated elements, file viewers, calendars, maps and more

Easy to use for Form Fillers and Creators

Form Filler

Engaging forms with real-time read and write integration
from Salesforce

Creator

Robust, built for business use cases. Fully integrated with Salesforce.

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Faq

Can I embed Titan Forms in my website?

Yes, we provide a variety of publishing methods and you can embed your form using the Script or iFrame options, which are fully responsive as well.

Can I send a link to the form to my customer and have it prepopulated ?

Yes, you can pre-populate fields via record id to pull data from Salesforce back to the form.

How can I make sure my form url is secured?

We provide a unique 2FA technology AKA Smart V and you can also use SSO (single sign on) with any SAML2 provider.

Can I embed my form in a WordPress site?

Yes, IFRAME or Script publishing methods can be used to embed the form in WordPress. It’s also responsive by design.

Can I write to multiple salesforce objects?

Yes, we support pushing to unlimited objects, unlimited relationships, unlimited junction objects and related lists in Salesforce. You can also write to single or multiple records in any action.

Can I upload files through the forms?

Yes, you can create files, request use to upload files and store them as a file or attachment in salesforce.

Can I upload a file to a specific folder?

Yes, you can choose how and where to upload your files.

Can I use it inside a Salesforce Community?

Yes, forms can be used outside salesforce in your portal or website.

Can I secure the form with a Single Sign On (SSO)?

Yes, any SAML2 provider is supported.

Can I read from related lists?

You can read from a related list and populate the data into a Table, Repeated sections and more.

Can I use master details?

Yes, any data type is supported.

Can I create formula objects?

Yes, you can use string concatenation built in functions, math operations, date operations and JavaScript.

Can I use junction objects?

Yes, any data type is supported.

Can I preview a file?

Yes, images, office files (PDF, Docx, Xls) and more are supported.
You can preview or download them.

Can I use repeat fields?

Yes, we provide a unique Section technology which can be repeated automatically or manually.

Can I generate documents from a form?

The Titan platform is fully integrated a fully integrated solution. Generating documents from a Titan form is one of the most common uses in Titan and it allows you to use a single platform rather than multiple providers.

Can I sign a document from a form?

Yes, once a form is submitted, it can generate a document that will be signed online.

Can I sign a form?

We provide an e-signature field type that can be used in your online form.

Can I integrate with payment processors?

Titan supports over a dozen payment providers, allowing single and recurring payment options. In addition the payment may be fully automated with Salesforce so upon a payment confirmation or rejection you can update any salesforce record or even create one.

Does your payment integration allow the collection of donations?

Yes, in fact, this is a simple and common use case when using Titan forms.

Can I sync donations and payments with Salesforce?

Yes, upon payment status you can trigger a PUSH function which will update your salesforce instance with the desired data.

Can I add Conditional Logic to my form?

We provide robust logic engines that allow you to :
hide/show fields, set styling, change properties like mandatory, make a field enabled, disabled, or readonly, and also integrate with Salesforce and pull.push data based on conditional logic.

Can my fillers save the form and resume it later?

Yes, you can allow fillers to start entering data in a form and continue at a later date.

Can I control the styling in the form?

Our form editor is rich and works as a WYSIWYG tool. We provide style properties for all elements, allowing you to control colors, fonts, margin, padding, borders and much more.

Can I use CSS to style my form?

Yes, CSS is fully supported.

Can I use lookup fields?

TITAN lookup fields are supported, including multi object lookups.

Can I connect to multiple salesforce instances?

We support only 1 instance per license. If you need bulk options, please contact our sales team.

Do you offer non profit discounts?

We offer a 10% discount for non profit and high education organizations. Read more

Do you offer custom licensing?

Large enterprises with multiple environments, or with massive document generation are offered custom licensing. Please contact us for more information.

Do you have a Guide for this product?

We have full documentation for every feature and use case. You can use our Academy or YouTube channels for more information.

„Titan enables us to go to market faster and reduce implementation costs to an absolute minimum. This gives us capacity for more projects than we could take on otherwise with more...“
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„Amazing Solution with a top class Support Team. I really like how there is always a solution for what you need. The tools they provide make the solution look very powerful and easy to...“
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„Very powerful This is a powerful form building and document merge tool; you can adjust just about anything anywhere on the page. The learning curve can be a bit steep if you are used...“
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„The Form Builder Application is Amazing. I have been using this solution for about 2 years now. The forms have worked flawlessly and have been the perfect solution to directly import...“
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„Answer every use case that I needed highly recommended. This tool is very easy to use and they have amazing tutorial videos that explain how to do everything ! and if it isn’t clear...“
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Titan is a reflection of its users. and they are awesome!
Read more about it in the AppExchange

All Testimonials

More Products

check out our other products

Documents

Interactive documents that can be generated directly from Salesforce & SAP.

Learn More

Sign

Single and Multiple signees processes for contracts and agreements.

Learn More

Web

Powerful builder for web applications and community portals.

Learn More

Survey

Online survey for Web and Email.

Learn More

Security and compliance

The highest standards of Security and compliance:
HIPAA, GDPR, PCI, Salesforce SHIELD compatible

We would like to hear about your use case.

let's schedule a demo