Titan Sign Integrations

Titan is the all-in-one, Salesforce-first platform for building customer-facing workflows directly on Salesforce. Create portals, forms, surveys, document generation, eSignatures, and contract processes that write back in real time, keeping Salesforce as your system of record. Titan AI turns plain-language requests into no-code builds, so admins can move from idea to live without dev backlogs. Designed for complex logic, structured approvals, and governed data capture, Titan supports external users and internal teams within one controlled, Salesforce-centric layer. Instead of stitching together portals, document tools, and workflow apps, Titan centralizes execution inside Salesforce. Fewer integration gaps. Clear governance. Real-time visibility. Built to scale.

Put the power of the #1 CRM to work, at a price that works for you. Launch and grow quickly with the leading AI CRM built for small businesses in any industry - available through the Starter Suite or Pro Suite. Connect marketing, sales, service, and commerce on one easy platform. Save time with quick setup and smart guidance. Harness unified data and AI to fuel your growth. Start simple with Starter Suite — an all-in-one CRM for small businesses. Scale smoothly with AI agents, integrated data, and apps in one platform. No installation needed, just sign up and go from your browser. Advance further with Pro Suite, the complete CRM that scales with your business. Automate tasks and customize your tools to deepen customer relationships and drive growth.

Create custom forms, collect and pre-fill data, use conditional logic, and automate business processes with our drag-and-drop Salesforce forms builder. Titan Forms works with any object and is the only product on the market with real-time Salesforce integration. Get Salesforce forms and custom web portals with Titan’s simple drag-and-drop builder. Unlike other form tools for Salesforce, our product is very flexible! Titan enables you to read and write from multiple objects in real-time. You will be able to add any logic and work with any data structure: one-to-many, many-to-many, junction objects, lookup fields, formulas, list views, and related lists. Titan is the only product that gives you the power to edit bulk records, use grid views, and upload files. With us, you can design forms with complete freedom without writing any code.

Discover Salesforce’s secret weapon and dominate the market with Titan’s powerful point-and-click document generation. Propel your deals to success and automate any process you like using absolutely no code. Streamline complex document flows between patients, doctors, and providers for better healthcare experiences. Manage seamless document creation and management flows between customers, employees, partners, and vendors. Use Titan to simplify document management between students, educators, and partners for better educational experiences. Optimize complex document creation and management flows between customers, employees, and business partners. Optimize complex document flows between employees, partners, and vendors for engaging brand and marketing experiences.

Titan Web is an all-in-one solution to perform any business process you want. Build custom web pages and portals with Titan’s simple drag-and-drop builder. Create websites, customer portals, partner portals, complex forms, and surveys on a single Salesforce-integrated platform. Titan Web is fully accessible and meets all requirements outlined in section 508. Our web app is 100% secure and compliant with HIPAA, SOC 2, ISO, GDPR, and other leading frameworks. Create secure, user-friendly healthcare experiences that connect patients, doctors, and providers for improved support and care. Deliver personalized financial planning, and top-tier wealth management, and get happier clients with Titan Web. Streamline the education experience to connect students, alumni, teachers, and institutions. Create and manage campaigns, channels, ecommerce websites, and customer relationships easily and efficiently.

Effortlessly streamline any business process at speed and scale using Titan’s no-code workflow tool for Salesforce. Build flexible and robust business processes with zero code using Titan Flow. Connect payment providers, cloud-based storage, and much more. Our flows are 100% secure and compliant with HIPAA, SOC 2, ISO, GDPR, and other leading frameworks. Titan’s OCR feature enables you to upload and process any doc you can think of to create Salesforce records in seconds. Create, route, update, execute, and report on approval processes in Salesforce with Titan Flow. You’re spoilt for choice with Titan’s wide range of storage integration options. Automatically merge any file in any format you can think of using absolutely no code with Titan for Salesforce. Scan barcodes with ease and push them to Salesforce to automate business flows. Design and execute any approval process you can think of to connect users both in and out of Salesforce.

Design dynamic, responsive Salesforce surveys with Titan’s simple drag-and-drop builder. Send out customer satisfaction surveys to find out what customers love about your product or service, and where you can do better. Quality feedback can take your product to the next level. Find out what customers think about your product and take requests for in-demand features. Keep your ear close to the ground with market research surveys so you can stay up-to-date with current trends, learn more about customers, and set pricing the smart way. With NPS surveys you can gauge customer loyalty, identify your weaknesses, and view easy-to-understand metrics on how your customers feel about you. Send out surveys to easily collect data on leads. Ask questions to find out the personal information and preferences you need to know. This way you can target new leads on an individual basis.

Redline, edit, and comment on any contract while tracking every step inside Salesforce with Titan’s no-code Contract Lifecycle Management. Collaboration is fully flexible, and you can add participants at any stage of the CLM journey. Contract owners can approve or reject changes to make the best deals for their organization. Take the pressure off doctors, providers, and patients by ensuring healthcare contracts are signed quickly and securely. Manage, review, and track every change made to your agreement directly in Salesforce for a 360-degree view of the contract lifecycle. You get complete visibility over every piece of content that is inserted or deleted in real-time with the power of our deep Salesforce integration. Multiple parties and departments can collaborate on your document in real-time so you can cut deals in minutes instead of days and weeks. Negotiations are simple and can take place via Word using intuitive redlining and commenting tools.