FormTitan logo

FormTitan

by Titan · Since 2014
No reviews yet
ActiveAvailable globallyCloud
Quick facts
VendorTitan
Year launched2014
StatusActive
LocationTel Aviv, Israel Israel
Countries servedGlobal
Languages12
Integrations37+
Free tierN/A
Free trialN/A
Contact salesYES

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

Pros
  • 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.
Cons
  • 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

Free trial
Free version
Request a quote
Promo Offer

Monthly plans

Starter Starting At
USD 250/mo
billed monthly
Growth Starting At
USD 450/mo
billed monthly

Countries & Languages

Global
Countries served
12
Interface languages
12
Billing currencies

Interface languages

EnglishSpanishFrenchGermanItalianPortugueseDutchRussianJapaneseChineseArabicTurkish

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇯🇵JPY🇦🇺AUD🇨🇦CAD🇨🇭CHF🇨🇳CNY🇸🇪SEK🇳🇿NZD🇲🇽MXN🇸🇬SGD

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