One Data Model, One Source of Truth
Salesforce already holds the record — Account, Opportunity, Case, Matter. Titan reads and writes to it directly, so a document or form is never a copy of the truth, it is the truth.
Industry App — Titan for Salesforce
Stop Building Documents and Forms Outside Salesforce.
Titan Puts Generation, Forms, and Signature Inside Your Org.
Titan is a zero-code platform for document generation, web forms, and e-signature natively inside Salesforce — Twopir configures it to your exact contract, intake, and approval workflows.
500+
Client Deployments
12+
Years Experience
40+
Person Team
Partner
Salesforce & HubSpot
AI Delivery
Trusted by
Sales Operations Legal & Contract Teams RevOps Leaders Customer Onboarding Teams Insurance & Underwriting Real Estate Brokerages Nonprofit Program Teams Field Service Admins Sales Operations Legal & Contract Teams RevOps Leaders Customer Onboarding Teams Insurance & Underwriting Real Estate Brokerages Nonprofit Program Teams Field Service Admins
Where Firms Stall
The Real Cost Is Operational Friction.
📄
Documents Live Outside the Record
Sales reps and case managers rebuild the same proposal, contract, or intake packet by hand every time, pulling fields from Salesforce into Word or a separate e-sign tool. Every manual copy is a chance for stale data and a mismatched clause to reach a client.
🔌
Forms Don't Talk to Salesforce
Web forms sit on a marketing site or a third-party builder, dumping submissions into an inbox instead of a Lead or Case record. Someone has to retype what a form already captured, and that lag costs the deal or the intake window.
📧
Approvals Happen in Email Threads
Contract redlines and internal sign-offs move through email and shared drives instead of a tracked workflow, so nobody can see where a document actually is. Compliance teams end up reconstructing an audit trail after the fact instead of relying on one.
✍️
Signature Tools Are Bolted On, Not Built In
E-signature is a separate subscription with its own login, template library, and reporting, disconnected from the Opportunity or Matter that triggered it. Reconciling signed documents back to Salesforce becomes a manual matching exercise every week.
🎫
Every New Document Type Means a Developer Ticket
Adding a new proposal template, intake form, or approval step routes through a dev queue because the existing setup wasn't built for admins to extend. Firms end up with a backlog of automations that never ship.
Platform Context
Salesforce Already Holds the Record. We Build Titan Around Yours.
Native Admin Extensibility
Salesforce's declarative tooling means new fields, objects, and automation don't require a fresh integration every time. Titan inherits that model instead of fighting it.
Built-In Governance and Audit
Every Salesforce record carries field history, permission sets, and sharing rules. Titan-generated documents and forms respect those boundaries automatically rather than needing a separate access layer.
A Platform That Scales with the Org
Salesforce's API limits, sandbox tooling, and release cadence give a predictable path for growth. Titan is built to those same limits, so a workflow that works for 50 users still works at 5,000.
Platform Capabilities
What Titan Puts Inside Your Salesforce Org.
📝
Titan Docs
Generate contracts, proposals, and statements from Salesforce data using conditional logic and merge fields, no code required.
Core Module🗂️
Titan Forms
Build web forms and portals that read from and write to any Salesforce object in real time, including custom objects.
Data Capture✒️
Titan Sign
Route documents for e-signature and track status directly against the Opportunity, Case, or Matter that triggered it.
Signature🔁
Titan Flow
Chain document generation, form submission, and approval steps into a single declarative workflow across the org.
Automation🧠
Conditional Logic Engine
Show, hide, or populate fields and clauses based on record data, so one template covers every variant instead of ten.
Logic⚡
Bulk Generation & Merge
Produce hundreds of documents from a report or list view in one action, each pulling its own record-specific data.
Speed📠
Paper-to-Digital Mapping
Convert existing paper forms into responsive online forms that preserve the original layout for signature and filing.
Migration💳
Payment Collection
Attach a payment step to any form, with currency and pricing tied to Salesforce fields, no separate shopping cart.
Revenue Capture🛡️
Enterprise Security & Compliance
Enforce encryption, permission sets, and GDPR-aligned data handling on every form and document Titan touches.
Compliance Delivery Model
We Don't Deploy Software. We Build Operating Infrastructure.
Phase 01
Audit & MappingAudit & Template Mapping
We inventory every document, form, and signature step currently living outside Salesforce, mapping each field to the object and record type it should read from.
Phase 02
Core BuildCore Build
We configure Titan Docs, Forms, and Sign against your live schema, building conditional logic so one template set covers your actual variants instead of a folder of one-off Word files.
Phase 03
Workflow WiringWorkflow & Approval Wiring
We connect generation, submission, and signature into Titan Flow, so a document's status is visible on the record itself, not in someone's inbox.
Phase 04
Rollout & HandoffRollout & Admin Handoff
We train your admins to extend templates and forms without a developer ticket, then stay on to support the first full release cycle.
Outcomes
The Outcomes Firms Actually Come Back For.
Documents Generate in Seconds, Not Hours
A proposal or contract that took a rep 20 minutes to assemble now generates from the record in under a minute, with every field pulled live.
Form Submissions Land on the Record Automatically
Leads, Cases, and custom object entries populate the moment a form is submitted, with no manual re-entry step to forget.
Signature Status Is Visible on the Opportunity
Sales and legal can see exactly where a contract sits in the signing process without leaving Salesforce or opening a separate portal.
Template Sprawl Turns Into One Governed Set
Conditional logic replaces a folder of near-duplicate Word templates with a small set of documents that adapt to the record.
Admins Ship New Forms Without a Dev Queue
New intake forms or approval steps go live in days because the platform was built for declarative configuration, not custom code.
Compliance Teams Get an Audit Trail by Default
Every document and form action inherits Salesforce's field history and permission model, so the audit trail exists without extra tooling.
Common Scenarios
Where We See Titan Deliver Most.
Legal Services
Legal and professional services firms generate contracts straight from the Matter. A law firm or consultancy produces engagement letters and contracts directly from the Matter or Opportunity record. Clause libraries adjust automatically based on practice area and jurisdiction fields, and the signed document routes back to the record without anyone touching a file share.
Sales Teams
Sales teams build proposals that pull pricing straight from the Opportunity. A sales team builds proposals that pull pricing, terms, and product data directly from the Opportunity, with no copy-paste between Salesforce and a document tool. Reps send for signature from the record itself, and the deal stage updates once the signature clears.
Onboarding
Onboarding teams replace PDF intake packets with forms that write to the Account. Onboarding teams replace a PDF intake packet with a Titan Form that writes straight into the Account and Contact records as a client fills it out. Conditional logic tailors the questions to the service type selected, cutting the back-and-forth that usually follows a generic form.
Insurance & Real Estate
Insurance and real estate teams process applications without a separate system. Underwriters or brokers collect application data through a branded Titan Form, with calculated fields and payment collection built into the same submission. The resulting record triggers document generation and an approval flow without a separate system in the loop.
Why Twopir
We're Not a Vendor. We're an Architectural Partner.
01
We Configure Against Your Schema, Not a Demo Org
Every template and form we build reads from your actual objects and record types, not a generic sandbox that needs rework later.
02
We Build for Admin Handoff
Our deliverable includes a team that can extend templates and forms themselves, not a black box that routes every change back to us.
03
We've Done This on 500+ Salesforce Orgs
Twopir's Salesforce Partner and HubSpot Partner status comes from more than a decade of production deployments, not just certifications.
04
We Sequence Documents, Forms, and Signature as One System
Titan Docs, Forms, Sign, and Flow get wired together in a single delivery, not four disconnected projects.
05
We Stay Through the First Release Cycle
Support doesn't end at go-live; we're there for the first real usage cycle to catch what a demo never surfaces.
"A document platform that isn't wired into your Salesforce schema is just a faster way to produce the same disconnected paperwork. We don't implement Titan as a form tool — we build it as the layer that turns your CRM data into contracts, intake, and signed agreements without anyone leaving the record."
Twopir Consulting — Salesforce Partner & HubSpot Partner. 500+ deployments across the US, UK, UAE, AU, and CA.
- 12+ Years Salesforce & HubSpot Delivery
- 500+ Clients Served
- Serving: US | Canada | UK | UAE | Australia | New Zealand
- Salesforce Partner
- HubSpot Partner
- AI Delivery
Common Questions
Questions Salesforce Teams Ask Before We Start.
How long does a Titan implementation take on Salesforce? +
A focused rollout covering document generation and one form workflow typically runs four to six weeks, depending on how many templates and record types are in scope. Larger builds that include Titan Sign and Flow across multiple business units usually take eight to twelve weeks.
Does Titan replace our existing e-signature tool? +
Titan Sign can replace a standalone e-signature subscription, since it's built to route and track signatures directly against the Salesforce record. If you have a long-term contract with another provider, we can also configure Titan Docs and Forms to work alongside it during a transition period.
Can Titan handle conditional logic for complex contract clauses? +
Yes, Titan's conditional logic engine shows, hides, or substitutes clauses and fields based on any combination of record data, so one template can cover multiple contract variants. We map that logic during the audit phase so it matches your actual clause library, not a simplified version of it.
Will our admins be able to maintain templates after launch? +
That's a core part of how we scope the engagement. We train your admin team to build and edit templates, forms, and approval steps declaratively, so new document types don't require a developer ticket or a call back to us.
What happens to our existing paper forms and PDF intake packets? +
Titan's paper-to-digital mapping feature converts existing paper form layouts into responsive online forms while preserving the original structure for filing and signature. We handle that conversion as part of the build so nothing has to be redesigned from scratch.
How does Titan handle data security and compliance? +
Titan enforces encryption in transit and at rest, and every form or document action inherits the permission sets and sharing rules already defined in your Salesforce org. For clients with GDPR or industry-specific compliance needs, we configure field-level access and retention rules during the build.
Get Started
Ready to Run Documents, Forms, and Signature on a Single Platform?
Book a discovery call and we'll map your current document, form, and signature workflows against what Titan can consolidate.
