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Sign & Sync in Salesforce

Signing that stays in Salesforce.

Overview

Send, sign, and track documents, all without leaving your CRM or even Word. Automate updates, trigger workflows, and meet enterprise-level compliance with 2FA and full audit trails.

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See How Sign & Sync in Salesforce Works

  • Sign & Track from Salesforce or Word: Send, sign, and track documents without leaving your CRM or Word.

  • Dynamic Document Flows: Start signing from a Salesforce document, uploaded file, or template.

  • Dynamic Signer Logic: Adjust the number of signers based on real-time Salesforce data such as opportunity size, role, or record type.

  • Secure Signer Verification: Support 2FA, facial recognition, signer identity verification, and full audit trails.

  • Guided Signing Workflows: Help prevent missing fields and misrouted documents while tracking every step live.

  • Save Signed Documents in Salesforce: Store completed documents in Salesforce without duplicates or syncing delays.

  • Trigger from Objects or Flows: Start signing processes from Salesforce objects or flows and work with dynamic templates.

  • Real-Time Salesforce Data: Push and pull Salesforce data in real time throughout the signing process.

  • Bulk Document Signing: Merge templates, send multiple documents in one email, and collect signatures in one package.

Send, sign, and track documents from Salesforce or Word with Titan eSign. Start signing from a Salesforce document, uploaded file, or template, then track every step and update Salesforce records when signing is complete. Build dynamic signing workflows that adjust signers based on real-time Salesforce data such as opportunity size, role, or record type. Trigger signing from Salesforce objects or flows, use dynamic templates, and verify signer identity in real time. Support secure signing with 2FA, facial recognition, and full audit trails. Signed documents can be stored in Salesforce, while views, voids, and signatures can be tracked from your CRM. For high-volume processes, use bulk signing to merge templates, send multiple documents in one email, and collect signatures in one package. Titan does not store your data. Documents and information stay within your Salesforce environment.

Categories

Business Needs
Quotes & Orders
Document Generation
Document Management
Industries
Education
Financial Services
Healthcare & Life Sciences
Personas
Administrator
Architect
Consultant
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package
Lightning App Builder
Salesforce Mobile

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