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Titan eSign: Salesforce Electronic Signatures & Document Generation

Send, Sign & Track Documents with Salesforce-Connected Workflows

Overview

See How Titan eSign: Salesforce Electronic Signatures & Document Generation Works

  • Salesforce Electronic Signatures Send, sign, and track documents with Salesforce electronic signature workflows that keep signing activity connected to your CRM.

  • Dynamic Signers & Signing Workflows Route documents to dynamic signers based on Salesforce data, business rules, and approval requirements. Create flexible signing workflows for different processes.

  • Signature Tracking & Audit Trails Monitor document views, voids, signing activity, and completed signatures with signature tracking and detailed audit trails.

  • Automatic Salesforce Record Updates Trigger Salesforce record updates and follow-up actions when documents are signed. Store signed documents in Salesforce to keep records connected.

  • Secure Electronic Signatures Support two-factor authentication, access controls, and available compliance options, including a HIPAA add-on, for secure electronic signature workflows.

  • Real-Time Salesforce Data Use live Salesforce data to manage signers, route documents, and automate signing workflows, keeping Salesforce as your system of record.

  • Bulk Document Sending Send documents to multiple recipients and manage high-volume signing processes, reducing repetitive work across customer and business workflows.

  • Connected Document Workflows Generate, route, sign, and store documents through one Salesforce-connected process. Automate steps from document creation to completed signatures.

  • Proven on Salesforce Rated 4.99/5 on Salesforce AgentExchange and used by 3,000 organizations in production.

Titan eSign is an electronic signature software for Salesforce that helps teams send, sign, and track documents while keeping workflows connected to CRM data. Send generated documents or uploaded files for Salesforce electronic signatures. Use dynamic signers and business rules to route documents to the right people and manage signing workflows. Track document views, voids, signing activity, and completion with signature tracking and audit trails. Support secure signing with two-factor authentication and available compliance options, including a HIPAA add-on. Automatically update Salesforce records when documents are signed, trigger follow-up actions, and store signed documents in Salesforce. Use real-time CRM data throughout electronic signature workflows. Support bulk document sending for high-volume processes, from customer agreements to approvals. Titan is rated 4.99/5 on Salesforce AgentExchange and used by 3,000 organizations in production.

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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