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Build the forms, portals, documents, eSignatures, surveys, and workflows your business needs while keeping Salesforce at the center of it all. Titan brings these experiences into a single Salesforce-first platform, with data connected to Salesforce in real time rather than creating another place for it to live. Give customers, partners, and employees secure ways to interact with Salesforce. Collect and update information through dynamic forms, build branded portals, generate documents from Salesforce data, collect signatures, run surveys, and automate complex business processes. For forms and portals, Titan AI Studio gets you to a strong first version faster. Describe what you need in plain language and Titan creates the structure, fields, styling, and Salesforce mapping. Then refine the details in the visual builder. Titan AI understands your Salesforce data model, including objects, fields, and relationships, without accessing sensitive Salesforce record data. You get AI-assisted speed while staying in control of what gets built and how it works. Experience Studio and Document Studio bring these capabilities together, giving Salesforce teams one platform to build and manage customer-facing experiences, documents, and business processes.

ContractSafe is contract lifecycle management (CLM) software that takes a contract from request to renewal. On Maximize, a request starts in a custom intake form, a template generates the draft, approval sequences route it, and built-in e-signature executes it. Finalize includes approvals, e-signature and Word editing with tracked changes. On every plan, AI extracts up to 29 fields for a person to confirm, and date alerts and scheduled reports track obligations and renewals. For IT and security reviewers: ContractSafe runs on AWS, is SOC 2 Type II and ISO 27001 certified, and supports HIPAA and GDPR requirements. Accounts are hosted in one region (US, Canada, EU or Australia). The Finalize plan adds SSO through Okta or SAML 2.0; Maximize adds IP allowlisting, Salesforce and API access. Every plan includes unlimited users, onboarding, migration and a dedicated customer success manager, with no implementation fee.