
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.
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Docmosis is a self-hosted or SaaS template-based document generation solution. Integrate with custom-built software applications or popular third-party apps using the API.
Create templates using MS Word or LibreOffice. Add plain-text placeholders to control: the insertion of text/images/tables; conditionally add/remove any content; perform calculations; loop over repeating data; format data/numbers and much more.
Used by customers in Finance, Health, Legal, Education, Government, HR, Insurance, Logistics, and Manufacturing to generate customized letters invoices, proposals, contracts, statements, reports and more.
Integrate with: Custom software built using Java, C#, Python, PHP, Ruby and more via a REST API; Low-code and no-code platforms like Appian, Bubble, Mendix, Outsystems; Third-party form builders or apps that can perform a webhook such as FormAssembly or Salesforce.
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Pipeline
Being a part of the field training process is rewarding, but the documentation side can be tough. Pipeline makes precepting trainees a breeze. Use your existing documentation or borrow our templates. Either way, you can customize your forms to fit your needs. Move documentation through the process with a few clicks. No more printing, scanning, or emailing. Access your forms from any device, anywhere. No more lost paperwork or waiting for the right person to be in the office. See trainee data & in real time. No more waiting for reports to be generated or data to be entered. Pipeline helps EMS organizations organize, simplify, and automate the field training & precepting process for their new providers. Pipeline is accessible from any device and allows organizations to manage their precepting program from anywhere. Use your existing documentation, adapt one of our templates, or simply use ours right out of the box.
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