About FormTitan
FormTitan is a forms and portals software from Titan that helps users create forms, surveys, eSignatures, and documents directly on Salesforce. It combines features such as compliance, support guides, and resources so businesses can ensure their operations rely on a single source of truth. This all-in-one studio is specifically designed for Salesforce and caters to various industry needs, providing a comprehensive toolkit that integrates smoothly with Salesforce’s ecosystem. Users can access a range of educational resources through Titan Academy and Success Stories to better understand best practices. Key capabilities: forms creation portal design eSignature integration document management survey tools Best for: Salesforce users looking to create versatile and functional forms and documents.
Titan is a comprehensive forms automation and Salesforce-native platform designed to consolidate multiple operational tools into a single, cohesive solution. Built for organizations that rely on Salesforce, it integrates forms, document generation, eSignatures, surveys, portals, and workflow automation, all with bi-directional, real-time data synchronization to maintain accuracy across processes. The platform is accessible to both business users and Salesforce administrators through a no-code/low-code drag-and-drop interface, with features like Form Genie simplifying complex form creation and mapping directly to Salesforce objects. Titan’s all-in-one approach eliminates the need for multiple standalone tools, supporting contract lifecycle management, dynamic document generation, approval workflows, and legally binding eSignatures, which is particularly valuable for regulated industries. Performance is optimized for high-volume, enterprise-grade operations, leveraging Salesforce infrastructure for secure, scalable, and reliable usage, including integration with external storage and compliance with HIPAA and SOC 2 standards. Deployment is fully cloud-based within Salesforce, compatible with desktop, tablet, and mobile devices, while integration with external platforms via Titan Flow allows broader operational flexibility.
Pros & Cons
- +Guarantees real-time data integrity and eliminates middleware/API failure issues.
- +Replaces multiple products (Forms, Docs, eSign, Portals) for streamlined tech stack management.
- +Intuitive drag-and-drop builders for rapid deployment by non-developers.
- −Limited to organizations using Salesforce as their core CRM platform.
- −Starting price is higher than simple, standalone form builders.
- −Due to the sheer number of features, mastering all six studios takes time and effort.
Features
Key features
- 100% Native to Salesforce
- The entire platform is built directly within Salesforce, ensuring a single source of truth.
- Bi-Directional Data Sync
- Allows data to flow seamlessly both into and out of Salesforce records in real-time.
- Contract Lifecycle Management (CLM)
- Manages the full contract process, including drafting, redlining, approvals, and eSignatures.
- No-Code Form Genie
- Automatically maps Salesforce data and builds pixel-perfect forms without requiring coding skills.
- Enterprise-Grade Compliance
- Adheres to high standards necessary for HIPAA, KYC, and general enterprise security and auditing.
- All-in-One Toolkit
- Consolidates Forms, Docs, eSign, Surveys, Files, and Portals into a single unified license and platform.
Additional features
- 100% Native to Salesforce
- The entire suite of tools is built directly on the Salesforce platform.
- Bi-Directional Data Sync
- Data flows back and forth between the platform and Salesforce records in real-time.
- All-in-One Platform
- Consolidates multiple tools (Forms, Docs, eSign, etc.) under a single license, reducing tech stack bloat.
- Built to Scale
- The platform is architecturally designed to handle growing business demands.
- Enterprise-Grade Compliance
- Meets strict compliance and security requirements for various industries.
- Forms Creation and Management
- Allows users to create, embed, and manage custom Salesforce forms.
- No-Code Form Genie
- Automatically builds forms by mapping directly to Salesforce data without requiring code.
- Customizable Forms per Device Type
- Allows forms to be tailored for optimal display on different devices.
- Document Generation (Docs)
- Dynamically creates documents populated with real-time data from Salesforce.
- Digital and eSignature (Sign)
- Collects secure and legally binding digital and electronic signatures on any document.
- Contract Lifecycle Management (CLM)
- Manages the full contract lifecycle, including drafting, redlining, and approval workflows.
- Survey Launch
- Enables the creation and deployment of dynamic, personalized surveys with conditional logic.
- Portals and Web Apps
- Allows users to build Salesforce-synced external portals and web applications.
- Files Management
- Provides tools to upload, organize, and store files directly within Salesforce.
- Workflow Automation (Flow)
- Automates any Salesforce workflow for any industry or business process.
- Auto-Map Salesforce Integration
- Automatically maps fields between forms and Salesforce data for seamless operation.
- High-Volume Document Generation
- Supports the dynamic creation of a large number of documents efficiently.
- Forms & Synced Surveys
- Allows for the creation of forms and surveys that synchronize directly with Salesforce data.
Pricing
Monthly plans
Starter Starting At
USD 250
Growth Starting At
USD 450
Countries & Languages
Interface languages
Billing currencies
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About FormTitan
FormTitan is a forms and portals software from Titan that helps users create forms, surveys, eSignatures, and documents directly on Salesforce. It combines features such as compliance, support guides, and resources so businesses can ensure their operations rely on a single source of truth. This all-in-one studio is specifically designed for Salesforce and caters to various industry needs, providing a comprehensive toolkit that integrates smoothly with Salesforce’s ecosystem. Users can access a range of educational resources through Titan Academy and Success Stories to better understand best practices. Key capabilities: forms creation portal design eSignature integration document management survey tools Best for: Salesforce users looking to create versatile and functional forms and documents.
FormTitan Details
FormTitan's In-App Market Place
Does FormTitan have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
No
Pricing Options
Plans
Monthly plans
Starter Starting At
USD 250
Growth Starting At
USD 450
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), JPY (¥), AUD (A$), CAD (C$), CHF (CHF), CNY (¥), SEK (kr), NZD (NZ$), MXN (Mex$), SGD (S$)
Pros & Cons
- Guarantees real-time data integrity and eliminates middleware/API failure issues.
- Replaces multiple products (Forms, Docs, eSign, Portals) for streamlined tech stack management.
- Intuitive drag-and-drop builders for rapid deployment by non-developers.
- Limited to organizations using Salesforce as their core CRM platform.
- Starting price is higher than simple, standalone form builders.
- Due to the sheer number of features, mastering all six studios takes time and effort.
FormTitan's Support Options
Email Address
support@formtitan.comFormTitan's Alternatives
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