• Product

    Document Studio

    Generate, Sign, and Automate Salesforce documents with real-time sync

    Document Generation eSign Files CLM

    Experience Studio

    Build portals, apps, and forms directly in Salesforce with Dynamic data flow and adaptability

    Forms Flows Portals Surveys

    Go Unlimited

    Portals & Web Apps
    High-Volume Doc Gen
    Forms & Synced Surveys
    eSign & Contract Lifecycle
    Enterprise Compliance
    All-in-One Suite
    Book a demo
  • Solutions
    Financial Services

    KYC, mortgages, and compliance
    Healthcare

    HIPAA patient intake and portals
    Education

    Admissions and FAFSA automation
    Nonprofit

    Donors, grants, and workflows

    Legal

    Intake, contracts, and approvals
    Insurance

    Quoting, claims, and renewals 

    Go Unlimited

    Portals & Web Apps
    High-Volume Doc Gen
    Forms & Synced Surveys
    eSign & Contract Lifecycle
    Enterprise Compliance
    All-in-One Suite
    Book a demo
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Salesforce First Web Studio

Forms, Portals, eSign, Docs, and Surveys directly on Salesforce.
The only way to ensure your business runs on a single source of truth.

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Set up your Trial

Multiple files icon Forms Docs Icon Docs eSign Icon eSign Portals Icon Portals Flow Icon Flow Survey Icon Survey Files Icon CLM Browser Icon Web
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1,000+ Organizations. Enterprise-Approved. AppExchange-Loved ★★★★★ (4.99/5)

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The Genius of Form Genie

Pixel-Perfect, No Code.
Genie skips the setup and builds forms directly with your Salesforce data.

Genie

Page Setup

Add Form

Flow Setup

Set Rules

Salesforce Record

Populate

Pricing plans
Arrow refresh icon Auto-Map Salesforce Integration Code icon No-Code Salesforce Sync Responsive icon Customize Forms per Device Type

Docs that do the work for you

Work intuitively with dynamic Salesforce data in Word, PDF, or Google Docs.
Styled, filled, and sent in seconds.

Connect Salesforce

No-code object mapping.

Design Template

Drag, style, & personalize.

Set Rules

Show or hide content.

Create Document

Auto-generate.

Word Add In Insert Field
Pricing plans
Cloud icon Real-Time Data Sync File icon Microsoft Word Add-in File edit icon Personalized Proposal Generation

All-in-one Studio for Salesforce

Any Industry. Every Process. One Titan License.

Feedback icon
feedback
File icon
docs
Trends icon
finance
File upload icon
files
Forms for Salesforce
Forms
Non-profit image
nonprofit
ID card icon
insurance
Technology icon
technology
Healthcare icon
healthcare
Flow icon
flow
processes
Computer icon
eCommerce
Agreement icon
agreements
eSign icon
eSign
File edit icon
clm
Survey icon
survey
portals
Registration icon
registration
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With Titan

100% Native to Salesforce
Bi-directional Data Sync
All-in-One Platform
Built to Scale
Enterprise-Grade Compliance
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Before Titan

Before Titan

Unreliable CRM Data
API Failures
Bloated Tech Stack
Compromised Business Processes
Security and Compliance Risks

Salesforce Community Voices

Learn from the people Titan was built for

Francis P.

Salesforce MVP Hall of Fame

Chris Z.

Salesforce MVP Hall of Fame

Tiffany S.

Salesforce MVP Hall of Fame

Adam O.

Salesforce MVP Hall of Fame

Stephanie H.

7x Salesforce MVP

Francis P.

Salesforce MVP Hall of Fame 

Jack M.

Sales & Marketing Leader, DevOps

Pei M.

Salesforce Consultant

Justyna K.

Salesforce MVP

Steph H. & Jack M.

Salesforce Community Leaders

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We “Just get” your Industry Cloud

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Education

From application to graduation – onboard, connect, and manage students, alumni, and faculty in one platform.

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Nonprofit Image

Nonprofit

From first donation to lasting impact – onboard and manage donors, volunteers, and grants with Titan for Salesforce.

View Industry
Medical Image

Healthcare

From intake to discharge – manage patients, staff, and records directly in Salesforce with Titan’s secure, compliant tools.

View Industry
Contract Lifecycle

Contract lifecycle

Titan CLM manages the entire contract lifecycle- drafting, redlining, approvals, and
eSignatures- directly in Salesforce.
Everything stays unified in one source of truth.

View Use Case

The All-in-One Salesforce Toolkit

eSign in list

Sign – Collect secure and legally binding digital and eSignatures on any document.

Survey in list

Survey – Launch dynamic, personalized surveys with conditional logic.

Docs in List

Docs – Dynamically generate documents with real-time Salesforce data.

CLM in list

CLM – Manage the full contract lifecycle, from generation to signature.

Forms in list

Forms – Create, embed, and manage Salesforce forms.

Files in list

Files – Upload, organize, and store files directly in Salesforce.

Web in list

Web – Build Salesforce-synced portals and web apps.

Web in list

Flow – Automate any Salesforce workflow for any industry.

Talk to a Titan