Titan Document Generation Integrations

Collaborating with Salesforce, Titan Forms and Apps revolutionize the industry by making the leading CRM globally available and user-friendly for everyone. With just a click and absolutely no coding involved, you can harness the power, speed, and flexibility of Salesforce Forms to streamline your business operations. Reduce your time to market, eliminate the need for coding, and address any scenario using a unified platform. Our top-tier forms and applications for Salesforce are designed to serve various industries, and we are dedicated to crafting tailored solutions for challenging issues. Easily create stunning web portals, sign documents, generate reports, distribute surveys, automate contracts, and fill out Salesforce forms, all in a matter of clicks—without requiring any coding expertise. Plus, our innovative AI assistant ensures you can expedite the process while minimizing mistakes. We proudly stand as the sole product available that allows you to transmit and retrieve data from Salesforce in real-time, all without incurring additional development costs. At Titan, our customers and partners drive our innovations. If you have a suggestion for a new feature, feel free to submit it through our Titan X Lab, and we will evaluate it for our development roadmap! So, what’s holding you back? Take the next step and schedule a demo today to see how we can transform your processes!

Salesforce enables sales teams to maximize their productivity and achieve their goals more effectively. As the premier CRM solution worldwide, Salesforce transcends basic capabilities. It provides teams with vital resources aimed at broadening their client bases, uncovering new opportunities, and closing deals rapidly from virtually anywhere. The platform features an impressive selection of tools, including contact management, opportunity tracking, lead oversight, email integration, report generation, sales forecasting, and file synchronization and sharing, to name just a few. This allows you to invest less time navigating through spreadsheets and more time concentrating on your core business activities. Without the need for any extra hardware or software, our intuitive setup guide empowers you to streamline sales workflows and resolve customer inquiries in just a few minutes. By connecting data across sales, service, and marketing, you can deliver seamless and tailored experiences to your customers. This holistic view of each client encompasses their accounts, interaction history, and connections. Additionally, incorporating social data can significantly enhance your understanding of customer behaviors and preferences, providing you with a competitive edge in the market. Ultimately, Salesforce not only boosts sales efficiency but also fosters stronger customer relationships through insightful data analytics.

Dropbox Business goes beyond just providing secure file storage; it creates a versatile workspace that seamlessly unites teams, tools, and content. Users are enabled to create, store, and share their cloud content across a variety of applications, which includes Google Docs, Sheets, Slides, Microsoft Office files, and Dropbox Paper, in addition to traditional files saved in Dropbox. With Dropbox Spaces, all your files and cloud-based resources are consolidated, allowing for easy access to PowerPoint presentations alongside Google Docs, Trello boards, and other tools your team may use. Whether you're using a computer, mobile device, or a web browser, accessing your team's collaborative work is simple and efficient. By integrating platforms like Slack and Zoom, your team's files and discussions can be kept organized in one central location. Furthermore, the smart suggestions for files and folders enhance your team's ability to access critical content when it’s needed most. A strong and secure infrastructure, combined with administrative tools that provide enhanced control and visibility, ensures that your organization’s data remains safeguarded within Dropbox. This all-encompassing approach not only increases productivity but also nurtures collaboration among team members, significantly improving overall effectiveness. Ultimately, Dropbox Business is designed to adapt and grow with your team’s needs, making it an invaluable asset for modern workplaces.

Access, share, and collaborate on your files from nearly any location with remarkable convenience. OneDrive effortlessly connects you to all your documents within Office 365, facilitating smooth sharing and teamwork while protecting your projects. You can easily store, access, and search both personal and shared files, including those within Microsoft Teams, on any device at your disposal. Changes made offline will synchronize automatically the next time you connect to the internet. Boost your productivity by collaborating effectively with colleagues regardless of whether they are inside or outside your organization. You can securely share files and participate in real-time collaboration using Word, Excel, and PowerPoint across web browsers, mobile devices, and desktops. The OneDrive mobile application empowers you to create, view, edit, and share documents while on the move. Additionally, you can effortlessly capture whiteboards and scan various paper documents such as receipts and business cards for safe storage. OneDrive prioritizes your file's safety by providing straightforward recovery options for accidental deletions or security breaches, while also allowing administrators to implement security measures to keep your data safe. By utilizing OneDrive, you not only enhance your workflow but also significantly improve the security of your information. This makes OneDrive an essential tool for anyone looking to optimize their file management and collaboration processes.

Facilitating secure collaboration with anyone, anywhere, and on any device is our utmost priority, ensuring the protection of your cloud files. We have implemented state-of-the-art security measures, proactive threat detection, and comprehensive information governance. Additionally, we understand that your requirements extend beyond just these security features. Need strict data privacy? Absolutely, we’ve got you covered. Collaboration is crucial for your business, encompassing customers, partners, vendors, and team members alike. When everyone can seamlessly work together on essential content, it eliminates the frustration of file sharing. You deserve peace of mind knowing that your data remains secure. Relying on laborious, manual processes daily is inefficient and time-consuming. We empower users to automate essential workflows, such as HR onboarding and contract management, to enhance productivity. This acceleration of workflows allows you to allocate more time to what truly matters most in your business operations. Embracing this efficiency can transform how your team collaborates and innovates.

Effortlessly access, share, and store your files across various devices. You can start with a complimentary 15 GB of storage. Drive Enterprise charges companies based only on the actual storage used by their employees. It seamlessly integrates Google Docs, Sheets, and Slides, while also ensuring compatibility with Microsoft Office for a hassle-free user experience. Safeguard your photos, narratives, designs, recordings, videos, and more. With a Google Account, the initial 15 GB of storage is available at no cost. Files saved in Drive are accessible from any smartphone, tablet, or computer, meaning your documents can travel with you wherever you go. You can conveniently invite others to view, download, and collaborate on your files without the inconvenience of email attachments. Start your cloud storage journey with Drive for free today and enjoy the ease and flexibility it offers. With Drive, managing your files becomes an effortless part of your daily routine.

Collaborate effortlessly with others while staying focused on your document, or quickly capture ideas using your digital pen. If you wish to share a newsletter or document, you can easily transform your Word file into a webpage format. Engage with colleagues globally and translate your documents into your desired language with a simple click. Enhance your creativity by incorporating 3D models directly into your projects. With the aid of Learning Tools, you can have your content read back to you, which simplifies the process of identifying and correcting mistakes. Finding valuable resources is also streamlined; use Researcher to read articles in the task pane while keeping your attention on your writing. Furthermore, when fine-tuning your document, an overview proves to be advantageous. The Editor Overview Pane enables you to identify and address any proofing concerns efficiently, ensuring your final product is polished and professional. This all-encompassing array of tools significantly elevates your writing experience, making collaboration and innovation more attainable than ever, while also inspiring you to explore new possibilities in your work.

Our innovative drag-and-drop form builder designed for Salesforce enables users to craft personalized forms, gather and pre-fill data, implement conditional logic, and streamline business processes with ease. Titan Forms stands out as the sole solution on the market that provides real-time integration with Salesforce. With Titan's intuitive drag-and-drop interface, you can effortlessly develop custom web portals alongside Salesforce forms. This product offers remarkable flexibility that sets it apart from other Salesforce form solutions. Titan empowers you to interact with multiple objects in real-time, allowing for both reading and writing capabilities. You can incorporate various logic configurations into any data structure, accommodating one-to-many relationships, many-to-many junction objects, lookup fields, formulas, list views, and related lists. Additionally, Titan is unique in its ability to facilitate editing of large records, file uploads, and the use of grid views. Best of all, you can design forms without needing any coding expertise, making it accessible for users of all skill levels. The combination of these features ensures that Titan Forms is a powerful tool for enhancing data management within Salesforce.

Titan Web serves as a comprehensive solution for a wide range of business processes. With its intuitive drag-and-drop builder, you can effortlessly design custom websites and portals tailored to your needs. Whether it's developing websites, customer and partner portals, intricate forms, or surveys, all can be accomplished on a single platform that seamlessly integrates with Salesforce. Moreover, Titan Web prioritizes accessibility and complies with the requirements set forth in section 508. The application adheres to stringent standards, including HIPAA, SOC 2, ISO, and GDPR, ensuring that your data remains secure. It enables the creation of safe and user-friendly healthcare experiences that foster connections among doctors, patients, and providers, ultimately enhancing support and care. Additionally, Titan Web allows for the delivery of tailored financial planning and exceptional asset management services to clients. It also simplifies the educational landscape by linking students, teachers, alumni, and institutions effectively. Furthermore, you can easily create and manage marketing campaigns, customer relations, and e-commerce sites all in one efficient platform. This comprehensive functionality makes Titan Web a vital tool for any organization seeking to enhance its operational capabilities.

Titan's no-code workflow tool for Salesforce enables you to efficiently streamline various business processes in a swift manner. Titan Flow provides the capability to design adaptable and powerful workflows without the need for coding. Users can easily integrate payment systems, cloud storage solutions, and much more, while ensuring compliance with HIPAA and other prominent standards. With Titan's OCR technology, you can swiftly upload documents and convert them into Salesforce records in mere seconds. Additionally, Titan Flow facilitates the creation, routing, updating, and execution of approval processes directly within Salesforce. The extensive array of storage options offered by Titan ensures that users have a plethora of choices at their disposal. Moreover, Titan for Salesforce empowers you to merge files into any desired format without coding expertise. You can also scan barcodes and automatically send the data to Salesforce, allowing for seamless business automation. The possibilities for creating and executing approval workflows are endless, enabling connection between users both inside and outside of Salesforce. This versatility makes Titan an invaluable asset for any organization aiming to enhance its operational efficiency.

Titan's intuitive drag-and-drop builder empowers users to construct engaging and responsive sign-up workflows for Salesforce. With Titan eSignatures, you can be assured that all accessibility standards and section 508 guidelines are fully met. Furthermore, it adheres to essential compliance frameworks such as HIPAA, SOC2, ISO, and GDPR, among others. Titan's no-code eSignature platform enables you to effortlessly sign, seal, deliver, and monitor agreements in mere minutes. The drag-and-drop functionality also facilitates the creation and tracking of customized quotes for expedited signing. Additionally, you can keep your sales team, management, and other key stakeholders informed when a contract is viewed, voided, or signed. The signing process is easily monitored within Salesforce, and Titan Sign ensures that Salesforce records are updated with relevant data from the document and input fields upon completion of the signing process. While Salesforce is an innovative tool, it unfortunately lacks a built-in feature to initiate and trigger signing workflows directly. This gap can be effectively filled with Titan's robust integration, enhancing the efficiency of your signing processes.

With Titan's intuitive drag-and-drop builder, you can effortlessly design dynamic and responsive surveys for Salesforce. Distribute customer satisfaction questionnaires to discover what aspects of your service or product delight your customers and pinpoint areas for improvement. By gathering quality feedback, you can elevate your product to new heights. Understand your customers' perceptions and solicit their opinions on the features they desire most. Conducting market research surveys is essential for keeping abreast of current trends, gaining insights into your customers, and determining pricing strategies effectively. NPS surveys are a valuable tool for assessing customer loyalty, identifying potential weaknesses in your offerings, and providing clear metrics that reflect customer sentiments. Additionally, distributing surveys enables you to collect vital data about leads, allowing you to ask targeted questions that reveal their preferences and essential personal information. This information empowers you to tailor your marketing strategies and effectively engage leads based on their unique interests and needs. Engaging directly with your audience can significantly enhance your overall business strategy.

Titan's Contract Lifecycle Management offers a no-code platform that enables users to redline, modify, and annotate any contract while simultaneously monitoring the entire process within Salesforce. Participants can be added to the CLM journey at any stage, facilitating collaboration. Contract owners have the authority to accept or decline modifications, ensuring their organization secures optimal agreements. The swift and secure signing of healthcare contracts alleviates stress for doctors, providers, and patients alike. Users can efficiently manage, review, and track every alteration made to the contract directly through Salesforce, providing a comprehensive view of the contract's lifecycle. The integration with Salesforce allows for real-time visibility of all content changes, whether added or removed. Multiple parties and departments can work together seamlessly on the document, significantly speeding up the deal closure process to mere minutes instead of dragging on for days or weeks. Additionally, the user-friendly redlining and comment features in Word simplify the negotiation process, making it accessible for all involved. This collaborative environment fosters quicker decision-making and enhances overall efficiency in contract management.