FormConnect

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.

FDI's Capturx, No-Code mobile forms platform for smartpen and paper or any modern touch device, synced with your enterprise data system in a fraction of the time for a fraction of the cost. Power Users create forms, securely connect central data systems, and set-up workflows — all under the umbrella of IT-friendly data security and control measures. Field Teams easily and naturally collect data with smartpens and paper or tablets. Central Teams get immediate secure data access for faster analysis, real-time decision making, process transparency, supply chain visibility, streamlined billing, balanced cash flow, easier compliance, improved customer service, employee safety and more. Design your form in Excel. Use the Capturx for Excel ribbon to define the field types and names. 22 field types including signatures, lists and regular expressions. And so, a database with all the field names you added in Excel is created.