Titan

Turbocharge your Salesforce experience with a no-code platform that automates complex processes, creates custom documents, and streamlines workflows without coding.
Salesforce Integration No-Code Development Document Automation

Titan is a no-code platform that can turbocharge your Salesforce experience. The tool lets you create custom documents, forms, apps, e-signatures and surveys. With point-and-click tools, you can automate complex processes, create portals, create documents, sign contracts and gather feedback without needing to write a lot of code.

Titan has a variety of features to help you get more out of Salesforce:

  • Generate Documents: Create custom quotes, invoices, receipts and agreements based on Salesforce data in seconds.
  • Build Forms: Create flexible forms that can be used with any object and data structure, including conditional logic and payment integration.
  • Digital Signatures: Trigger signing from any Salesforce automation or object, with dynamic documents and tracking.
  • Surveys and Feedback: Use surveys to gauge customer satisfaction, with the ability to sync to Salesforce, include conditional logic and pre-populate data.
  • Web Apps and Portals: Build web apps and portals for Salesforce using drag-and-drop tools, great for customer and partner portals.
  • Automated Workflows: Automate business processes with conditional logic, document generation and payment integration.
  • Contract Lifecycle Management: Redline, edit and comment on contracts while tracking the entire process in Salesforce.

Titan's technology is built to integrate directly with Salesforce, so you can push and pull data in real-time. This means you can build fully dynamic portals, documents, forms and e-signatures that can be used for a wide range of use cases.

The platform is geared for industries like Healthcare, Finance, Legal, Non-Profit, Education and Technology, and can be used for patient intake forms, financial services portals and more.

Titan's pricing is designed to be flexible, with individual product pricing for features like Titan Docs, Titan Sign, Titan Forms and more. A platform pricing option is also available, which lets you bundle all Titan products for a full suite.

Overall, Titan is a flexible tool that can help you get more out of your Salesforce implementation, and it's a good option for companies that want to automate and streamline their processes without having to write a lot of code.

Published on July 15, 2024

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