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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.

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See How Sign & Sync in Salesforce Works

  • 100% No Code: From flows to signers, everything is tracked and updated in Salesforce, instantly.

  • Everything in Salesforce No switching tabs. No syncing tools. Just eSigning where your data already lives.

  • Dynamic Document Flows: Start signing from a Salesforce doc, an uploaded file, or template for workflows that suit your business.

  • Agile Signer Logic Adjust the number of signers based on real-time Salesforce data, like opportunity size, role, or record type.

  • Track the Signing Process in Salesforce: Track the progress of your document in real-time directly within Salesforce. You can leverage intuitive dashboards and reports.

  • Built-In Compliance HIPAA-ready with 2FA, facial recognition, and full audit trails. Titan meets enterprise standards.

Automate updates, trigger workflows, and meet enterprise-level compliance with 2FA and full audit trails. Titan Sign enables you to track everything in Salesforce. Work with dynamic signers, stay compliant, and automate signature flows while tracking everything in Salesforce. It's this simple: - Sign in Salesforce - Save Annexes & Files - Track your eSign via real-time dashboards and reports in Salesforce

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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