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Audience

Organizations in any industry that run on Salesforce and need forms automation, document generation, eSignatures, web portals, surveys, CLM, and workflow management.

About Titan

Build the forms, portals, documents, eSignatures, surveys, and workflows your business needs while keeping Salesforce at the center of it all. Titan brings these experiences into a single Salesforce-first platform, with data connected to Salesforce in real time rather than creating another place for it to live.

Give customers, partners, and employees secure ways to interact with Salesforce. Collect and update information through dynamic forms, build branded portals, generate documents from Salesforce data, collect signatures, run surveys, and automate complex business processes.

For forms and portals, Titan AI Studio gets you to a strong first version faster. Describe what you need in plain language and Titan creates the structure, fields, styling, and Salesforce mapping. Then refine the details in the visual builder.

Titan AI understands your Salesforce data model, including objects, fields, and relationships, without accessing sensitive Salesforce record data. You get AI-assisted speed while staying in control of what gets built and how it works.

Experience Studio and Document Studio bring these capabilities together, giving Salesforce teams one platform to build and manage customer-facing experiences, documents, and business processes.

Pricing

Starting Price:
$150 per month
Pricing Details:
Document Studio

Starter - Basic doc generation & eSign from $150/month
Growth - Smart docs & eSign with advanced permissions from $350/month

Experience Studio

Starter - Basic forms and landing pages from $250/month
Growth - Web apps from $450/month
Free Version:
Free Version available.
Free Trial:
Free Trial available.

Integrations

API:
Yes, Titan offers API access

Ratings/Reviews - 10 User Reviews

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Company Information

Titan
Founded: 2016
Israel

Videos and Screen Captures

Product Details

Platforms Supported
Cloud
Windows
Mac
Linux
iPhone
iPad
Android
Chromebook
Training
Documentation
Live Online
Webinars
In Person
Videos
Support
Phone Support
24/7 Live Support
Online

Titan Frequently Asked Questions

Q: What kinds of users and organization types does Titan work with?
Q: What languages does Titan support in their product?
Q: What kind of support options does Titan offer?
Q: What other applications or services does Titan integrate with?
Q: Does Titan have an API?
Q: Does Titan have a mobile app?
Q: What type of training does Titan provide?
Q: Does Titan offer a free trial?
Q: How much does Titan cost?
Q: What pricing for support is available for Titan?
Q: What pricing for training is available for Titan?

Titan Product Features

App Makers

Collaboration Tools Supported
Compatibility Testing Supported
Deployment Management Supported
Drag & Drop Supported
For eCommerce Supported
Forms Creation Supported
Iteration Management Supported
Mobile Apps Supported
No-Code Supported
Pre-Built Templates Supported
Web Apps Supported
Workflow Management Supported
Visual Modeling Not Supported

Contract Management

Buy Side (Suppliers) Supported
Completion Tracking Supported
Compliance Tracking Supported
Contract Lifecycle Management Supported
Electronic Signature Supported
Full Text Search Supported
Pre-built Templates Supported
Specialty Contracts Supported
Version Control Supported
Workflow Management Supported
Government Contracts Not Supported
Sell Side (Customers) Not Supported

Customer Experience

Action Management Supported
Analytics Supported
Customer Segmentation Supported
Dashboard Supported
Feedback Management Supported
Knowledge Management Supported
Multi-Channel Collection Supported
Survey Management Supported
Text Analysis Supported
Trend Analysis Supported
Sentiment Analysis Not Supported

Customer Feedback

Alerts / Notifications Supported
Behavior Analytics Supported
Bug Reports Supported
Community Feedback Tools Supported
Live Chat Supported
Negative Feedback Management Supported
Net Promoter Score (NPS) Supported
Screenshot / Screen Capture Supported
Surveys Supported
User Testing Tools Supported
Video Feedback Supported
Visual Feedback Tools Supported
Voice of the Customer (VoC) Supported
Website Feedback Supported

Data Entry

Data Capture and Transfer Supported
Data Cleansing Supported
Data Entry Verification Supported
Data Search Flexibility Supported
Duplicate Detection Supported
Flexible Search Supported
Image Entry Supported
Library Conversion Supported
Phonetic Variation Detection Supported
Abbreviation Detection Not Supported
Mis-Keyed Variation Detection Not Supported

Digital Experience Platforms (DXP)

Alerts / Notifications Supported
Auto-Tagging Supported
Blogs Supported
Calendar Supported
Digital Asset Management Supported
File Sharing Supported
Form Builder Supported
Forums / Message Boards Supported
Knowledge Base Supported
Performance Monitoring Supported
Personalization / Segmentation Supported
Reporting / Analytics Supported
Surveys / Polls Supported
Templates Supported
User Management / Permissions Supported
Version Control Supported
Workflow Management Supported
Content Modeling Not Supported
Headless CMS Not Supported
Wiki Not Supported

Digital Signature

Audit Trail Supported
Authentication Supported
Auto Reminders Supported
Customizable Templates Supported
Document Analytics Supported
Mobile Signature Supported
Multi-Party Signing Supported
Progress Tracking Supported
Task Progress Tracking Not Supported

Document Generation

Batch Processing Supported
Collaboration Supported
Digital Signature Supported
Interaction Tracking Supported
Multiple Output Formats Supported
Templates Supported

Donation Management

Campaign Management Supported
Donation Tracking Supported
Donor Database Supported
Event Management Supported
Gift Management Supported
Grant Management Supported
In-Kind Donations Supported
Matching Donations Supported
Mobile Donations Supported
Online Donations Supported
Pledge Management Supported
Receipts / Statements Supported
Recurring Donations Supported
Volunteer Management Supported

Forms Automation

Approval Process Control Supported
Archiving & Retention Supported
Collaboration Supported
Drag & Drop Supported
Full Text Search Supported
Remote Document Access Supported
Rules-Based Workflow Supported
Text Editing Supported
Version Control Supported
Document Indexing Not Supported

Government

Budgeting & Forecasting Supported
Compliance Management Supported
Inventory Management Supported
License Issuance Supported
Permit Issuance Supported
Purchasing & Receiving Supported
Self Service Portal Supported
Taxation & Assessment Supported
Utility Billing Supported
Code Enforcement Not Supported
Fixed Asset Management Not Supported
Work Order Management Not Supported

HIPAA Compliance

Access Control / Permissions Supported
Audit Management Supported
Compliance Reporting Supported
Data Security Supported
Documentation Management Supported
For Healthcare Supported
Incident Management Supported
Remediation Management Supported
Risk Management Supported
Vendor Management Supported
Policy Training Not Supported

Higher Education

Admissions Management Supported
Alumni Management Supported
Assessment Management Supported
Curriculum Management Supported
Faculty / Staff Management Supported
Financial Aid Management Supported
Fundraising Management Supported
Housing Management Supported
Scheduling Supported
Student Information / Records Supported
Student Portal Supported

No-Code Development

AI-Assisted Development Supported
Business Process Automation Supported
Collaborative Development Supported
Data Aggregation and Publishing Supported
Deployment Management Supported
Drag & Drop Supported
Integrations Management Supported
Iteration Management Supported
Performance Monitoring Supported
Requirements Management Supported
Templates Supported
Visual Modeling Supported
Web / Mobile App Development Supported
Workflow Management Supported

Nonprofit

Accounting Supported
Committee Management Supported
Donor Management Supported
Dues Management Supported
Event Management Supported
Fundraising Management Supported
Member Database Supported
Membership Management Supported
Social Media Management Supported
Volunteer Management Supported

Online Form Builders

Artificial Intelligence Supported
Assign Roles / Permissions Supported
Collaboration Tools Supported
Conversational Forms Supported
Data Tables Supported
Drag & Drop / No Code Supported
Export to PDF Supported
HIPAA Compliant Supported
Import Existing Forms Supported
Mobile Forms Supported
Offline Forms Supported
Pre-made Templates Supported
Quizzes / Questionnaires Supported
Reporting / Data Visualization Supported
Signup Forms Supported
Surveys Supported

PDF

Annotations Supported
Convert to PDF Supported
Digital Signature Supported
Encryption Supported
Merge / Append Supported
PDF Reader Supported
Watermarking Supported

Registration

Activity Registration Supported
Attendance Management Supported
Badge Management Supported
Calendar Management Supported
Class Registration Supported
Contact Management Supported
Event Registration Supported
Form Builder Supported
Group Registration Supported
Marketing Management Supported
Online Registration Supported
Onsite Registration Supported
Payment Processing Supported
Refund Automation Supported
Self Check-In Supported
Surveys & Feedback Supported

Survey

Custom Survey URLs Supported
Data Analysis Tools Supported
Email Marketing Supported
Mobile Survey Supported
Offline Response Collection Supported
Question Branching Supported
Question Library Supported
Skip Logic Supported
Supports Audio / Images / Video Supported
Paper Survey Not Supported
Site Intercept Survey Not Supported

Website Builder

Auto Update Supported
Content Import / Export Supported
Drag & Drop Supported
Invoices Supported
Landing Pages / Web Forms Supported
Newsletter Management Supported
Online Booking Supported
Online Store Builder Supported
Pre-built Templates Supported
Real Time Editing Supported
SEO Supported
Survey Builder Supported
White Label Not Supported

Workflow Management

Access Controls/Permissions Supported
Approval Process Control Supported
Business Process Automation Supported
Calendar Management Supported
Compliance Tracking Supported
Configurable Workflow Supported
Customizable Dashboard Supported
Document Management Supported
Forms Management Supported
Graphical Workflow Editor Supported
Mobile Access Supported
No-Code Supported
Task Management Supported
Third Party Integrations Supported
Workflow Configuration Supported

eCommerce

Order Management Not Supported
Customer Accounts Not Supported
Loyalty Program Not Supported
Catalog Management Not Supported
Promotions Management Not Supported
Returns Management Not Supported
Channel Management Not Supported
Multi-Store Management Not Supported
Email Marketing Not Supported
Inventory Management Not Supported
Shopping Cart Not Supported
Product Configurator Not Supported
SEO Management Not Supported
Templates Not Supported
Kitting Not Supported
Mobile Access Not Supported
Data Security Not Supported
Reviews Management Not Supported
CRM Not Supported

Titan Additional Categories

Titan Verified User Reviews

Write a Review
  • Sambit S.
    CEO
    Used the software for: 6-12 Months
    Frequency of Use: Daily
    User Role: User
    Company Size: 100 - 499
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Ease of use with complete product training"

    Posted 2024-01-22

    Pros: Form Titan is easy to use because it provides complete training about the product. It provides training in the form of documentation, webinars, in person and videos. We attend the training and use the product without any difficulty.

    Cons: We don't have any problem till today. Only a small amount of time you need to invest on learning.

    Overall: Good product with complete product training, easy to use. We're fully satisfied to use this product and can recommend it to others.

    Read More...
  • Murty S.
    CEO
    Used the software for: 6-12 Months
    Frequency of Use: Daily
    User Role: User
    Company Size: 100 - 499
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Wow love it - it makes my job easier and faster"

    Posted 2024-01-20

    Pros: I mostly love the Microsoft OneDrive integration features, which allows me to access, share and collaborate on files with our team.

    Cons: There are many options, but it took me 25 minutes time to learn and start working on it.

    Overall: We were using a similar product in past, for document sharing, which was very hard, and expensive, but Titan in all aspects is much more useful to make our team collaboration smoother.

    Read More...
  • Bikash S.
    CEO
    Used the software for: 2+ Years
    Frequency of Use: Weekly
    User Role: User
    Company Size: 1,000 - 4,999
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Better Workflow Management"

    Posted 2024-01-20

    Pros: I love this product because it helps to manage our workflow effectively. Using this single product, we can handle many tasks efficiently. From document generation to surveys, all the workflows can be managed easily.

    Cons: No major drawbacks it has. Only a certain amount of learning is essential to use this App. For this you’ve to spend max 30 minutes.

    Overall: Excellent product, round-the-clock support and user-friendly interface. No need to think much. Just go for it. We strongly recommend it to others.

    Read More...
  • Dibbs S.
    Business Head
    Used the software for: 2+ Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 100 - 499
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "This app is very easy to use and very much productivity. "

    Edited 2024-01-20

    Pros: I love this app because due excellent interface, easy to use. it allows me to quickly create custom docs, forms, apps, e-signatures, and surveys and i can integrate with seamlessly with Salesforce.

    Cons: There is nothing found to not like in this app, it's not complex like other apps, need time to learn, but this only takes 30 minutes to learn.

    Overall: Overall, my experience with this app is excellent, very productive app, you can save time and most important it when there is an issue support staff is there to help.

    Read More...
  • Dibbs S.
    BDM
    Used the software for: Less than 6 months
    Frequency of Use: Weekly
    User Role: User
    Company Size: 100 - 499
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "No coding experience required"

    Posted 2024-01-18

    Pros: Form Titan requires no coding experience to integrate and use. Anyone can use it with a small amount of training. we are extremely happy on it.

    Cons: No serious cons. Only a small amount of time you’ve to spend on learning and that’s it. You’re good to go.

    Overall: Excellent product, user-friendly interface, and timely support from the team. We are glad to use this product and recommend it to others.

    Read More...
  • Chinmayee D.
    Operation Head
    Used the software for: 1-2 Years
    Frequency of Use: Weekly
    User Role: User
    Company Size: 26 - 99
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Round-the-clock Online Support "

    Posted 2024-01-17

    Pros: Titan provides round-the-clock online support, so we don’t have to worry much. We can easily communicate and get a quick solution.

    Cons: No major drawbacks. We can easily connect and find our solution.

    Overall: It’s an excellent product, with user-friendly features. We are happy to use this product and recommend it to others.

    Read More...
  • Aubrey P.
    CEO
    Used the software for: 6-12 Months
    Frequency of Use: Weekly
    User Role: User
    Company Size: 100 - 499
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Maximizing Efficiency Through Round-the-Clock Online Support Services for Uninterrupted Assistance and Guidance"

    Posted 2023-12-15

    Pros: This product is very much easy to use and excellently interface — a friendly support team to help you.

    Cons: No major drawbacks. You need to invest only a small amount of time in learning, which is worth it.

    Overall: Great product user friendly interface, and always we have got your back with timely support from the team.

    Read More...
  • Aman C.
    Director
    Used the software for: 1-2 Years
    Frequency of Use: Weekly
    User Role: User
    Company Size: 100 - 499
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Ease of use with extraordinary Flexibility"

    Posted 2023-12-15

    Pros: This product is amazing and consistently evolves over time. Its user-friendly interface effortlessly navigates through a complex data model, proving invaluable in addressing our most intricate business requirements.

    Cons: No solid cons. Although a slight learning curve needs some initial time investment, after just 30 minutes, you'll find yourself operating smoothly.

    Overall: Exceptional support with a user-friendly approach. We are extremely satisfied with the product, which significantly saves us time.

    Read More...
  • Luigi R.
    CTO
    Used the software for: 2+ Years
    Frequency of Use: Weekly
    User Role: Deployment
    Company Size: 5,000 - 9,999
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Flexibility and ease of use"

    Posted 2023-11-22

    Pros: The product is awesome and constantly evolving. Easy to use with complex data model, It helped us to solve very complex business needs.

    Cons: No substantial cons. You need to put it the time to learn but after 30 min or so you are good to go.

    Overall: Great and friendly support.

    Read More...
  • David M.
    Salesforce manager
    Used the software for: 2+ Years
    Frequency of Use: Daily
    User Role: User, Administrator
    Company Size: 500 - 999
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Must have app for signing process"

    Posted 2023-11-14

    Pros: It has everything I need and more.
    I mostly love the word add-in option, it allows me to build the template VIA Microsoft Word and keep the formatting we are used to.

    Cons: So many options, it required a 20min learning curve which is worth any minute of it

    Overall: I Used Conga and DocuSign in the past, it was hard to implement, hard to integrate, and very expensive.

    Read More...
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