If you look closely in our Pricing page, you will see that we specify the features available in each license. One of these features is called “Advanced tools” and
it is not a single feature but rather a set of tools, which are provided for streamlining your business processes.
- Smart Validation
This tool enables you to add a double verification to your form based on data from Salesforce. It is very similar to 2FA (Two Factor Authentication).
It works in 2 steps: A. The form filler is required to identify themselves, by filling in the certain data. B. If the filler is confirmed, an email will be sent to him,
containing a secret code and he will need to enter this code. Once the 2 steps are done - the form will be revealed. Read all about the Smart V - Version Control
This feature focuses on data management in the “Submissions” page. It allows you to store all the updates done to your entries so you don't lose important information when changes are made in the submission. By simply pressing on a link in your entry row you will be able to see all the changes that were made, when, by whom, and to what field. Read more about the Version Control
- Auto PDF
WYSIWYG PDF based on your Form Layout. This option takes your form and the data entered in it and automatically composes a PDF document without you having to map the fields.
Read more about the Auto PDF - PDF Re-Generation
When using the PDF mapping feature, the filler enters data and submits the form and a PDF document is then automatically generated. A copy of this PDF is also stored in your “Submissions” page. However, There are times when a PDF is not generated for certain entries, or maybe the entry has been updated and you would like to create a new PDF manually - this is what this feature is for. Read more about Re-generating PDF
- Duplicate
This option enables the form owner, as well as collaborators with the right permission, to clone entries in the submissions data center.
Read more about duplicating an entry - Custom Mail Server
When you’re a FormTitan user all your form emails are sent, by default, via the FormTitan server. Some users may not care about this, however others may find this problematic, because they want every aspect of their forms to be branded. FormTitan enables you to maintain a consistent brand identity by providing unlimited design capabilities to create forms that match your brand, and by enabling you to embed your form in your website, showcasing it as an integral part of it.
As for the form emails - by using the custom mail server option all emails will now be sent from your own server, with no mention of FormTitan at all.
Read more about the custom mail server - Push Signature to Salesforce
This option enables the signatures captured in your form to be pushed directly to Salesforce as an attachment, without having to use the PDF Mapping option (which was the only option to do it up till now).
Read more about pushing the signature to Salesforce - Salesforce Chart
This special element enables you to present your Salesforce data in a visual way. Records drawn from Salesforce in a Get integration can be displayed via bar chart, line chart or pie chart in real-time.
Read more about using the Salesforce Chart - Map layers of data from Salesforce in Google map
This option enables to combine the Google map with the Salesforce integration. It allows you to visually display the locations of multiple records belonging to different Salesforce objects.
Read more about displaying Salesforce data in the Google map - Salesforce Table inline editing
With this option you can allow your form fillers to edit the data in the Salesforce Table inline, without having to open the 'Edit' modal window.
Read more about inline editing of the Table data - Interactive PDF
This enhancement turns the PDF preview display to an interactive screen, allowing form fillers to enter (and edit) data right inside the PDF preview.
- Office Tools
This option will allow you to create Word, Excel and Powerpoint documents that are Salesforce integrated via FormTitan.
- Calendar for Salesforce
The Calendar field will allow you to draw and display Salesforce data in it.
It will also allow you to grab the ID of a selected record in the Calendar and then perform more actions based on it (like conditioning, draw more data, pushing data to Salesforce etc). - Form versions
This feature allows you to save versions of your form while you are working thus enabling you to move back and forth from one version to the other. Each version you save is stored for a period of 30 days.
- Chat
Allows form owners to interact with visitors/fillers while they are on their form. Also allows the fillers to ask for assistance.
- Co-Browsing
This feature is an advanced way of providing hands on support, by allowing the filler to share his browser with a support user in real time.
- Scheduler
The Scheduler is not an element per se but rather an extension of the calendar element. It enables fillers to schedule events right inside of it, make changes in schedules via drag and drop and also remove events if needed. and above all this you can customize it completely, including changing Theme, adding an Item panel etc.
Read more about the scheduler - Docs sign
Docs sign (aka Titan sign) is a tool solely devoted to the document signing process whether it be agreements, contracts, or any other document that needs signing. It enables you to create public documents as well as private ones, sent only to the designated fillers.
Read more about Docs sign - Salesforce Canvas
This feature will enable you to use Titan as a Salesforce Canvas component.
- Salesforce LWC
This option will allow you to embed your Titan component as a Salesforce Lightning web component.
- Salesforce Web Push Notification
Titan enables you to send fully customized push notifications to your customers on any platform (desktop or mobile).
- Scan Files
This option will activate an Anti-Virus. It will scan each file when it is being uploaded and if a virus is found in it, the file will not be stored on our servers, pushed to Salesforce or sent in email. Read more
- CSV Data Loader
Allows your users to upload a CSV file, with data that is then pushed to Salesforce. Find out more
- JWT Server-to-Server Integration
Titan uses OAuth 2.0 JWT Bearer Flow to authorize servers so they can access data without interactively logging in to Salesforce.