Get your docs signed
and synced with
Salesforce
Easily create contracts and
agreements, to be signed
online and pushed to Salesforce
Drag & Drop
Easily Upload scanned docs and
drag elements on top of them
drag elements on top of them
Salesforce Lookup
Special Lookup element that
allows the filler to select records
directly from Salesforce
allows the filler to select records
directly from Salesforce
E-Signature
Signature element for finalizing
contracts and agreements
online.
contracts and agreements
online.
Public & Private docs
Build public documents that anyone can access or private docs that are sent to specific users
Secured Access
Securing your doc via password,
email validation, 2fa or Smart V.
email validation, 2fa or Smart V.
Co Browsing
Providing online assistance for
entering the doc via co-browsing
and live chat.
entering the doc via co-browsing
and live chat.
Comments, Attachments
Enabling users to add their
comments and attach files
to the document.
comments and attach files
to the document.
Pre-populating from SF
Send a document that will
pre-populate with data from
Salesforce based on Smart V
pre-populate with data from
Salesforce based on Smart V
Push to Salesforce
Push data from the doc, attachments and generated pdf to Salesforce
Customization
Make it your own by changing
captions, messages and
emails
captions, messages and
emails
FormTitan reviews
Read what our users think about our service.
Powerful, flexible form builder.
Form Titan is highly flexible + a powerful tool for automating form entry and allows you create or modify any data in your SF instance.
Would recommend for companies that have the time and/or resources to devote to initial set up. As someone who works with small non-profits, our use case may be different but there is a bit of a learning curve with getting forms up and running. Form Titan provides a ton of recorded resources + support to guide as you go along.
Form Titan is highly flexible + a powerful tool for automating form entry and allows you create or modify any data in your SF instance.
Would recommend for companies that have the time and/or resources to devote to initial set up. As someone who works with small non-profits, our use case may be different but there is a bit of a learning curve with getting forms up and running. Form Titan provides a ton of recorded resources + support to guide as you go along.
Kristen Lalka
Highly flexible form platform for event registrations.
We have transitioned to using Titan for all of our event registration and donation forms, and we are very impressed with the vast range of possibilities (we surely haven't even uncovered all of them). Our team likes how the forms look and our customers like the interface. We have also cut down on form errors. We are grateful to their highly responsive team for assisting us when we have questions and suggestions about features.
We have transitioned to using Titan for all of our event registration and donation forms, and we are very impressed with the vast range of possibilities (we surely haven't even uncovered all of them). Our team likes how the forms look and our customers like the interface. We have also cut down on form errors. We are grateful to their highly responsive team for assisting us when we have questions and suggestions about features.
Jessica Kort
Great Tool for Client Onboarding Experience!
FormTitan has been valuable to our company and getting information when onboarding new clients. It has helped reduce our turnaround time with collecting vital information from our clients which is crucial to their onboarding.
Our clients have also expressed their satisfaction with the tool, stating it is very easy and simple to use.
FormTitan has been valuable to our company and getting information when onboarding new clients. It has helped reduce our turnaround time with collecting vital information from our clients which is crucial to their onboarding.
Our clients have also expressed their satisfaction with the tool, stating it is very easy and simple to use.
Issam Mizan