Titan - Salesforce Forms, Document Generation, Signatures, Web apps
Titan is an all-in-one platform for building and automating Salesforce-connected experiences across documents, eSign, portals, forms, surveys, workflows, proposals, and contract lifecycle management. Document Studio brings document generation, eSign, workflow automation, proposals, and CLM together with Salesforce data. Experience Studio covers AI-powered portal and form creation, portals, web flows, web forms, and surveys, with Salesforce kept as the source of truth. Titan AI Studio helps teams move from idea to working Salesforce-connected forms and portals faster. Start with a prompt, then continue building and refining experiences visually. With real-time bi-directional Salesforce sync, enterprise controls, automation, and one connected platform, Titan helps teams replace scattered point solutions and run more processes within their CRM. Rated 4.99/5 on Salesforce AppExchange, Titan is used by 3,000 organizations in production.
Top keywords
- salesforce4×3.10%
- titan4×3.10%
- forms3×2.33%
- portals3×2.33%
- studio3×2.33%
- automation2×1.55%
- building2×1.55%
- document2×1.55%
- esign2×1.55%
- experiences2×1.55%
- platform2×1.55%
- proposals2×1.55%
DocuSign Gen for Salesforce
Document generation done right: • Seamless merging of Salesforce data: Eliminate data entry errors by automatically pulling in Salesforce customer, product, and pricing data. • Seamless integrations with Salesforce CPQ, Salesforce Billing and Salesforce Subscription Management • Generated documents are editable: Reps, legal reviewers and customers can review documents in PDF, Word or Docusign agreement formats. • Admin-friendly: Drag and drop template creation. Conditional content allows for fewer templates, which means less admin overhead. • “Conditional content” that customizes itself: Leverage business rules to drive the inclusion or exclusion of content sections by factors like geography and deal size. • Easy to use: Setup and template creation are guided. Conditional content allows for fewer templates, which means less admin overhead. • Powered by Lightning: Offers a modern, mobile-friendly user experience. Salesforce Classic compatible. • Integrated with Salesforce and Docusign eSignature: Automate the agreement process before, during, and after eSignature. Docusign for Salesforce connector is required to use.
Top keywords
- salesforce8×5.37%
- content4×2.68%
- conditional3×2.01%
- conditional content3×2.01%
- data3×2.01%
- docusign3×2.01%
- admin2×1.34%
- admin overhead2×1.34%
