Titan Document Generation Integrations

Bend, don’t break with Titan’s flexible business solutions and forms for Salesforce. Our scalable Salesforce Forms and software is rapidly developing a reputation as the gold-standard in Salesforce integration, and it’s easy to see why. Slash time to market, nuke code, and tackle any use case on a single platform. Our best-of-breed forms in Salesforce and applications cater to any industry and it’s our mission to provide custom solutions for difficult problems. Build web portals, sign documents, generate docs, send surveys, automate contracts, fill out forms in Salesforce, and so much more in just a few simple clicks. No code required and AI assisted! This is all 100% Salesforce integrated, empowering you to send data to the #1 CRM and pull it back in real-time. No other product on the market does it better or faster. Our customers and partners are the heartbeat of Titan. If you need a feature, simply request it via our Titan X Lab and we will consider it for our roadmap!

Salesforce helps sales teams accelerate their performance and achieve their goals. Salesforce is the world's most-used CRM, and so much more. With Salesforce, teams get access to tools that allow them to grow their accounts, find new customers, and close deals—faster and from anywhere. It offers a wealth of features that include contact management, opportunity management, lead management, email integration, reports and dashboards, sales forecasting, files sync and share, and so much more. Spend less time digging around in spreadsheets and more time running your business. No hardware, no software, no hassle. Our simple setup assistant will have you streamlining sales and answering customer questions in just minutes. Give buyers seamless, personalized experiences by connecting data across sales, service, and marketing. See a complete view of the customer — their account, activity history, and connections. Pull in social data for a deeper view of your customers.

Dropbox Business is more than just secure file storage—it’s a smart workspace where teams, tools, and content come together. Create, store, and share cloud content from Google Docs, Sheets, and Slides, Microsoft Office files, and Dropbox Paper alongside traditional files in Dropbox. Dropbox Spaces brings your files and cloud content together, so that your PowerPoints can live next to your Google Docs, Trello boards, and whatever tools your team wants to use. Easily access your team’s work from your computer, mobile device, or any web browser. Keep your team’s files and the conversations about them in the same place by connecting tools like Slack and Zoom. Intelligently suggested files and folders keep your team one step ahead by giving everyone the content they need, when they need it. A secure, distributed infrastructure—plus admin tools for control and visibility—keep your company’s data safe on Dropbox.

Access, share, and collaborate on all your files from anywhere. OneDrive connects you to all your files in Office 365 so you can share and work together from anywhere while protecting your work. Easily store, access and discover your personal and shared work files in Office 365, including Microsoft Teams, from all your devices. Edits you make offline are automatically uploaded next time you connect. Work faster and smarter with anyone inside or outside your organization. Securely share files and work together in real-time using Word, Excel and PowerPoint across web, mobile and desktop. Create, view, edit, and share files on the go with the OneDrive mobile app. Easily capture whiteboards and scan work receipts, business cards, and other paper documents for safe keeping. OneDrive helps protect your files. You can easily recover files from accidental deletes or malicious attacks and administrators can manage security policies to help keep your information safe.

Secure collaboration with anyone, anywhere, on any device. Protecting your sensitive files in the cloud is a top priority. That's why we developed advanced security controls, intelligent threat detection, and complete information governance. But we know your needs don't stop there. Strict data privacy? Check. Data residency? Check. Industry compliance? Check. Your business depends on collaboration between lots of people, from teammates to customers to partners and vendors. Get everyone on the same page with one place to work together easily on your most important content. After all, you should be sharing files, not frustration. And you should have the peace of mind that it's all secure. Working on manual, cumbersome processes wastes hours each day. So we let anyone automate the repeatable workflows that are key to your business, like HR onboarding and contract and digital-asset management. Workflows start to move faster. You have more time to do what matters most.

Store, share, and access your files from any device. Your first 15 GB of storage are free. With Drive Enterprise, businesses only pay for the storage employees use. It comes with Google Docs, Sheets, and Slides — and works seamlessly with Microsoft Office. Keep photos, stories, designs, drawings, recordings, videos, and more. Your first 15 GB of storage are free with a Google Account. Your files in Drive can be reached from any smartphone, tablet, or computer. So wherever you go, your files follow. You can quickly invite others to view, download, and collaborate on all the files you want–no email attachment needed. Get started with Drive for free.

Collaborate with others without ever leaving your document or jot down an idea with your digital pen. Need to publish a newsletter or document for others to see? Easily transform your Word document into a webpage. Collaborate with others across the globe. Translate documents in your non-native language with just a click. Get creative by inserting 3D models directly in your document. Have your content read back to you with Learning Tools and easily catch any mistakes. Finding great sources just got simpler. Use Researcher to read articles in the task pane so you can stay focused on your writing. When you’re brushing up your document, it’s good to see the big picture. The Editor Overview Pane helps you find and fix any proofing issues.

Create custom forms, collect and pre-fill data, use conditional logic, and automate business processes with our drag-and-drop Salesforce forms builder. Titan Forms works with any object and is the only product on the market with real-time Salesforce integration. Get Salesforce forms and custom web portals with Titan’s simple drag-and-drop builder. Unlike other form tools for Salesforce, our product is very flexible! Titan enables you to read and write from multiple objects in real-time. You will be able to add any logic and work with any data structure: one-to-many, many-to-many, junction objects, lookup fields, formulas, list views, and related lists. Titan is the only product that gives you the power to edit bulk records, use grid views, and upload files. With us, you can design forms with complete freedom without writing any code.

Titan Web is an all-in-one solution to perform any business process you want. Build custom web pages and portals with Titan’s simple drag-and-drop builder. Create websites, customer portals, partner portals, complex forms, and surveys on a single Salesforce-integrated platform. Titan Web is fully accessible and meets all requirements outlined in section 508. Our web app is 100% secure and compliant with HIPAA, SOC 2, ISO, GDPR, and other leading frameworks. Create secure, user-friendly healthcare experiences that connect patients, doctors, and providers for improved support and care. Deliver personalized financial planning, and top-tier wealth management, and get happier clients with Titan Web. Streamline the education experience to connect students, alumni, teachers, and institutions. Create and manage campaigns, channels, ecommerce websites, and customer relationships easily and efficiently.

Effortlessly streamline any business process at speed and scale using Titan’s no-code workflow tool for Salesforce. Build flexible and robust business processes with zero code using Titan Flow. Connect payment providers, cloud-based storage, and much more. Our flows are 100% secure and compliant with HIPAA, SOC 2, ISO, GDPR, and other leading frameworks. Titan’s OCR feature enables you to upload and process any doc you can think of to create Salesforce records in seconds. Create, route, update, execute, and report on approval processes in Salesforce with Titan Flow. You’re spoilt for choice with Titan’s wide range of storage integration options. Automatically merge any file in any format you can think of using absolutely no code with Titan for Salesforce. Scan barcodes with ease and push them to Salesforce to automate business flows. Design and execute any approval process you can think of to connect users both in and out of Salesforce.

Design dynamic, responsive Salesforce signing processes with Titan’s simple drag-and-drop builder. Titan eSignatures are fully accessible and meet all requirements outlined in section 508. 100% secure and compliant with HIPAA, SOC 2, ISO, GDPR, and other leading frameworks. Sign, seal, and deliver agreements in minutes with everything tracked from Salesforce using Titan’s no-code eSignature solution. Create and track personalized quotes with intuitive drag-and-drop software for faster signing and smoother deals. Notify your salespeople and management team every time someone views, voids, or signs a document and easily track the entire signing process in Salesforce. Titan Sign also updates Salesforce records with data coming from the document or input fields once signing is completed. Even though Salesforce is a revolutionary tool, it does not have an out-of-the-box option for initiating and triggering signing processes.

Design dynamic, responsive Salesforce surveys with Titan’s simple drag-and-drop builder. Send out customer satisfaction surveys to find out what customers love about your product or service, and where you can do better. Quality feedback can take your product to the next level. Find out what customers think about your product and take requests for in-demand features. Keep your ear close to the ground with market research surveys so you can stay up-to-date with current trends, learn more about customers, and set pricing the smart way. With NPS surveys you can gauge customer loyalty, identify your weaknesses, and view easy-to-understand metrics on how your customers feel about you. Send out surveys to easily collect data on leads. Ask questions to find out the personal information and preferences you need to know. This way you can target new leads on an individual basis.

Redline, edit, and comment on any contract while tracking every step inside Salesforce with Titan’s no-code Contract Lifecycle Management. Collaboration is fully flexible, and you can add participants at any stage of the CLM journey. Contract owners can approve or reject changes to make the best deals for their organization. Take the pressure off doctors, providers, and patients by ensuring healthcare contracts are signed quickly and securely. Manage, review, and track every change made to your agreement directly in Salesforce for a 360-degree view of the contract lifecycle. You get complete visibility over every piece of content that is inserted or deleted in real-time with the power of our deep Salesforce integration. Multiple parties and departments can collaborate on your document in real-time so you can cut deals in minutes instead of days and weeks. Negotiations are simple and can take place via Word using intuitive redlining and commenting tools.