Titan Forms

SOLUTION AT A GLANCE

➔ Salesforce Integration: Provides a fully native, bi-directional integration with Salesforce, supporting real-time data syncing and complex relationships, while its drag-and-drop builder streamlines form creation and integrates with Flows, Apex, and Process Builder for advanced workflows.

➔ Smart Forms for Workflows: Accelerates form creation with pre-built templates and dynamic features such as conditional logic, real-time data updates, and custom branding; it also integrates with external storage solutions and provides secure two-step validation.

➔ Out-of-the-Box Features: Offers a Salesforce-integrated builder with drag-and-drop design, advanced conditional logic, dynamic pre-fill, custom branding, and version control, enabling complex workflows while maintaining data integrity and responsive form experiences.

➔ Selling Point: Titan Forms stands out as a comprehensive solution for organizations seeking to enhance their Salesforce data collection and workflow processes without the need for coding. Its robust features, coupled with positive user experiences, make it a compelling choice for businesses across diverse sectors. It is ideal for use cases such as customer onboarding portals, dynamic forms with Salesforce logic, e-signatures, and secure document delivery.

➔ Reviews: Its recognition within the Salesforce community and has received positive feedback for its ease of use, powerful features, and seamless Salesforce integration. Organizations report efficiency gains via a significant reduction in turnaround times for client onboarding and data collection. Also, the platform is praised for its versatility and adaptability across various industries and use cases.

OVERVIEW

➔ High-Level Summary:

• This suite of tools is designed to streamline data collection, form generation, and workflow automation, that enhances digital experiences within the Salesforce ecosystem. Titan Forms is a product offered by Titan DXP, and it is a no-code form builder designed to integrate seamlessly with Salesforce, enabling organizations to create, automate, and manage web forms and portals without the need for coding. It is part of the Titan platform, which includes complementary products like Titan Sign, Titan Docs, Titan Web, Titan Workflow, and Titan Survey. Key capabilities and solutions include no-code form creation, utilizing a drag-and-drop interface to build custom forms without coding. It also offers workflow automation (Titan Workflow), in order to execute approval processes, along with eSignature. It utilizes facial recognition to verify signer identity, ensuring secure document signing. It includes security and compliance features, like Single Sign-On (SSO), two-factor authentication (2FA), compliance cloud, and sandbox environments for testing. Additional tools are offered, which integrate with other Titan products , such as Titan Survey. For this platform, we have focused on two of their products, ‘Build Forms’ and ‘Automate Processes’ that merit consideration. They also provide eSignature (Titan Sign) and other document solutions (Titan Docs). If you're specifically interested in Document Generation, be sure to explore our vendor comparison analysis for Document Generation Automation (here). If you’re specifically interested in eSignature, be sure to explore our vendor comparison analysis for Electronic Signature and Digital Agreements (here).

• It has received positive feedback from users across various industries. Users have praised its ease of use, powerful features, and seamless Salesforce integration. For instance, one user noted that Titan Forms significantly increased completion rates and accuracy, saving their team time. The platform holds a 5.0 out of 5 rating on Software Advice, with users highlighting its value for money, ease of use, and customer support. Users have specifically mentioned that Titan Forms helped reduce turnaround time for client onboarding, and that they have found it invaluable for building websites without external developers.

➔ Deep-Dive Technical Analysis:

• Salesforce Integration: Titan Forms offers a bi-directional data synchronization with Salesforce, supporting complex data structures like one-to-many and many-to-many relationships, lookup fields, and formulas. It directly pushes and pulls real-time data from Salesforce databases. It has a seamless integration with Salesforce and user-friendly design via a Salesforce drag-and-drop forms builder that make it a valuable tool for organizations aiming to streamline data collection and business processes. As compared to FormAssembly, FormAssembly provides an advanced Salesforce connector with dynamic picklists and data prefill, though it is not built natively within Salesforce. Note that key features like the Salesforce connector require a premium tier, but pricing is not publicly disclosed for this. As compared to Formstack, Formstack is known for its native Salesforce integration, which simplifies deployment and makes it appealing for Salesforce-heavy environments.

  Titan Forms connects to Salesforce through a native AppExchange application, fully embedded in the Salesforce environment. It allows direct bi-directional data exchange between forms and Salesforce objects using APIs and metadata mappings. Titan Forms supports real-time data syncing, where form submissions instantly update Salesforce records, and data from Salesforce can dynamically prepopulate form fields. Titan’s workflow automation integrates deeply with Salesforce Flows, Apex, and Process Builder, enabling advanced conditional logic, approval processes, and task creation. Authentication is managed within the Salesforce org, using OAuth for secure access and leveraging Salesforce’s security model. Titan’s native architecture reduces latency and external dependencies, making it highly scalable.

• For Smart Forms for Workflows, it offers pre-built templates and provides a variety of templates to accelerate form creation. Titan Forms has dynamic features to support conditional logic and custom branding, and real-time data updates. It also offers integrations with external storage solutions (like Box, OneDrive and Dropbox for example), and it has smart validation, which implements a two-step verification process, enhancing form security. Titan Forms and the broader Titan Platform offer a no-code/low-code solution for building forms, portals, e-signatures, and document generation, with seamless, 100% native Salesforce integration available through its AppExchange app. Titan supports dynamic form and portal creation, with real-time bi-directional data synchronization between forms and Salesforce objects. Forms can be pre-filled with Salesforce data and automatically create or update records upon submission. The platform supports advanced logic capabilities, including conditional rules, repeatable sections, and dynamic lookups. As compared to Docs Made Easy, Docs Made Easy specializes in documents with features like template customization, data merging, and multi-format support. It's suitable for businesses primarily focused on generating forms and documents from Salesforce data but may not meet the needs of those requiring advanced form functionalities and workflow automation. Whereas Titan Forms is a robust, no-code solution offering advanced form-building capabilities, real-time Salesforce integration, and comprehensive workflow automation. When choosing between the two, consider the specific requirements of your organization regarding form complexity, workflow automation, and form generation needs.

• Out-of-the-Box, it includes the ability to create custom forms, collect and pre-fill data, and conditional logic to automate business processes, via a Salesforce forms builder tool. It also has customizations including advanced conditional logic that supports complex form behaviors, including field visibility, branching, and calculations. It offers a flexible layout and styling to drag-and-drop design elements with customizable branding and layout options. It ensures forms adapt to various devices and user inputs via dynamic content and responsive design. Additionally, it has version control features, which track changes to form submissions, maintaining data integrity. Titan also facilitates e-signatures, payment collection, document generation, and secure portals for external users. Process automation is achieved through the triggering of Salesforce Flows, Process Builder, or custom logic. With a strong emphasis on security and compliance, Titan is HIPAA, SOC 2, and ISO 27001 certified. As compared to FormAssembly and Formstack, Titan Forms has some limitations—notably, the creation of multi-page forms requires Titan Web, a separate product, which may be less convenient than the built-in multi-step form handling in FormAssembly. Additionally, onboarding for complex use cases may require up to 20 hours, which is longer than the typically shorter ramp-up times seen with Formstack’s more plug-and-play approach or FormAssembly’s guided support structure.

• To sum up the ‘Tech’, Titan Forms is a robust, no-code platform tailored for Salesforce users, offering dynamic form creation and comprehensive workflow automation. Titan Forms is ideal for organizations seeking a deeply integrated, no-code solution within Salesforce, offering extensive features and transparent pricing. Titan Forms stands out with its deep, real-time bi-directional integration with Salesforce, supporting complex data models like one-to-many and many-to-many relationships, lookup fields, and formulas—capabilities that go beyond the standard connectors offered by some of the other vendors.

➔ Reference Customers:

• Titan Forms is utilized by a diverse range of organizations, including marketing firms, nonprofits, and educational institutions. The healthcare industry uses Titan Forms for things like patient registration, health evaluations, and physician referrals. In education, it is used for things like event registration, course enrollment, and student support services. In Finance, Titan Forms is used for account creation, credit reports, and asset allocation forms.

➔ Potential Issues:

• Some users have reported limitations as it relates to multi-page forms, because creating multi-page forms requires the use of Titan Web, an additional product. Also, there may be somewhat complex onboarding, as implementing intricate use cases may necessitate up to 20 hours of onboarding. There is limited offline functionality, as the platform is primarily cloud-based, which may pose challenges in low-connectivity environments. Per G2, users have reported editing difficulties and that it is missing features. Although the Pros on G2 include ease of use, flexibility and collaboration.

➔ Demo:

• YouTube channel (here)

➔ Pricing:

• Titan Forms offers several pricing tiers (here), including a Free plan, which has basic Salesforce code-free form builder with limited features. Their Teams plan is priced at $150/month (billed annually) or $210/month (billed biannually), this plan includes advanced features like 500 API calls per month, 15 templates, Salesforce integration, and a dedicated Customer Success Manager. The Business Pro plan is designed for enterprise-level needs, and this plan offers custom features, unmetered usage, and enterprise-level support. Pricing is available upon request.