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, connected to your org through the FormTitan package for Salesforce.
Trusted by 500+ organizations — growing, mid-market and enterprise teams that run contracts, intake and approvals inside Salesforce with Twopir Consulting.
Partner
Trusted by
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.
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.
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.
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.
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.
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.
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.
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.
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.
Generate contracts, proposals, and statements from Salesforce data using conditional logic and merge fields, no code required. Titan Docs consulting services
Core ModuleBuild web forms and portals that read from and write to any Salesforce object in real time, including custom objects. Titan Forms implementation
Data CaptureRoute documents for e-signature and track status directly against the Opportunity, Case, or Matter that triggered it. Titan Sign implementation
SignatureChain document generation, form submission, and approval steps into a single declarative workflow across the org.
AutomationShow, hide, or populate fields and clauses based on record data, so one template covers every variant instead of ten.
LogicProduce hundreds of documents from a report or list view in one action, each pulling its own record-specific data.
SpeedConvert existing paper forms into responsive online forms that preserve the original layout for signature and filing.
MigrationAttach a payment step to any form, with currency and pricing tied to Salesforce fields, no separate shopping cart.
Revenue CaptureEnforce encryption, permission sets, and GDPR-aligned data handling on every form and document Titan touches.
ComplianceWe inventory every document, form, and signature step currently living outside Salesforce, mapping each field to the object and record type it should read from.
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.
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.
We train your admins to extend templates and forms without a developer ticket, then stay on to support the first full release cycle.
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.
Leads, Cases, and custom object entries populate the moment a form is submitted, with no manual re-entry step to forget.
Sales and legal can see exactly where a contract sits in the signing process without leaving Salesforce or opening a separate portal.
Conditional logic replaces a folder of near-duplicate Word templates with a small set of documents that adapt to the record.
New intake forms or approval steps go live in days because the platform was built for declarative configuration, not custom code.
Every document and form action inherits Salesforce's field history and permission model, so the audit trail exists without extra tooling.
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. Salesforce for law firms
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 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.
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. Salesforce for real estate
Every template and form we build reads from your actual objects and record types, not a generic sandbox that needs rework later.
Our deliverable includes a team that can extend templates and forms themselves, not a black box that routes every change back to us.
Twopir's Salesforce Partner and HubSpot Partner status comes from more than a decade of production deployments, not just certifications.
Titan Docs, Forms, Sign, and Flow get wired together in a single delivery, not four disconnected projects. Where Titan has to exchange data beyond the record, that work sits in our Titan Salesforce integration practice.
Support doesn't end at go-live; we're there for the first real usage cycle to catch what a demo never surfaces.
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.
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.
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.
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.
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.
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.
Book a discovery call and we'll map your current document, form, and signature workflows against what Titan can consolidate.
Part of our Salesforce industry apps practice
