The same data is keyed in twice
A prospect fills in a web form, then someone copies those answers into Salesforce by hand. The second copy is where the typos, the stale records and the arguments about which number is right all begin.
Salesforce · Titan DXP
Titan for Salesforce, implemented around your data model
Titan is a no-code platform for building forms, documents, e-signature flows and portals that read and write live Salesforce data. Twopir Consulting stands it up, configures it to the way your business actually works, and builds the custom logic that configuration alone cannot reach. Implement, configure and build on — from one delivery team.
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Twopir Consulting is a Salesforce Partner and HubSpot Partner with 40+ consultants and 500+ clients across the US, Canada, UK, UAE, Australia and New Zealand. Titan work sits inside our wider Salesforce implementation practice — it is delivered by the same architects who own your data model.
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Where We Work Across Titan
- Salesforce Partner
- HubSpot Partner
- Titan Forms
- Titan Docs
- Titan Sign
- Titan Web
- Titan Flow
- Titan CLM
- Custom Apex & LWC
Where document and form work quietly costs you
Almost nobody buys a document tool because documents are interesting. They buy one because the paperwork around a deal has become the slowest part of the deal. These are the six patterns we are usually called in to fix.
Documents are built outside the system of record
Quotes and agreements get assembled in a word processor from a template someone saved locally. The CRM never learns what was actually sent, so reporting describes a version of the deal that does not exist.
Signature chasing lives in someone's inbox
Nobody can answer "where is that agreement?" without opening an email thread. Follow-up depends on whoever remembers, and the audit trail is a search query rather than a record.
Every portal is a one-off microsite
A customer or partner portal gets built as a standalone site with its own login and its own copy of the data. Two systems then drift apart, and someone owns the job of reconciling them.
Approvals and payments sit off the record
The discount was approved in chat, the deposit was taken in a separate payment tool, and neither event is attached to the opportunity. Finance and sales reconcile the difference at month end.
Nobody owns the template library
There are nine versions of the master services agreement and no rule about which one is current. Legal finds out which was used only when a clause it retired last year turns up in a signed contract.
What Titan does, and who it is actually for
Titan is a no-code platform for building Salesforce-connected forms, documents, e-signature flows, portals and web apps. Its connector reads from and writes to Salesforce in real time, so a form, a generated document or a signed agreement works against live CRM data rather than a copy of it. Titan is the current product suite from the vendor previously known as FormTitan; both names still carry search traffic, and they refer to the same lineage.
It suits teams whose paperwork is genuinely business-critical but whose logic is configuration, not engineering — sales operations generating quotes and agreements, revenue and finance teams collecting structured data, and service or partner teams that need a branded portal without commissioning a separate application.
Two things are worth separating. Titan supplies the platform capability. Twopir Consulting supplies the architecture, the configuration and the custom development around it — the object model the templates read from, the automation that fires when a document is signed, and the extensions that go past what the no-code builder covers. For the vendor's own feature documentation, see the Titan product documentation.
- Forms data capture
- Docs document generation
- Sign e-signature
- Web portals and pages
- Flow orchestration
- CLM contract lifecycle
Implement, configure, or build on top of Titan
These are three different pieces of work with three different price tags, and most engagements need more than one. We offer all three, and we will tell you which one you actually need before you buy the other two.
Implement
Stand Titan up properly the first time: install it, connect it to the right Salesforce org, and map it to the objects and fields it will actually read and write.
- Install and connect to sandbox, then production
- Object, field and record-type mapping
- User provisioning, roles and sharing rules
- Environment strategy and deployment path
- First working form, document and signature flow
You need this if Titan is new to your org, or a previous install was pointed at the wrong data model.
Configure
Tailor Titan to how your business really runs — the templates, the conditional logic, the routing and the approvals — using the platform's own no-code builders.
- Document templates with merge and conditional content
- Form logic, validation and dynamic branching
- Signature routing, ordering and reminders
- Portal layouts, branding and permissions
- Template governance and version control
You need this if Titan is installed but nobody has translated your process into it.
Build On
Extend past the no-code ceiling with real Salesforce development, so the parts of your process that configuration cannot express still run inside the same system.
- Apex services for calculations and validation
- Lightning Web Components for embedded experiences
- API and middleware integration to external systems
- Automated post-signature orchestration in Flow
- Bulk generation and scheduled document jobs
You need this if you have hit a rule the builder cannot express, or the process crosses systems.
| The requirement | Configuration handles it | Custom development is needed |
|---|---|---|
| Document content | Merge fields, conditional paragraphs, repeating tables driven by related records. | Content assembled from a calculation, an external pricing service, or logic that has to be auditable in Apex. |
| Validation | Field-level rules, required-when logic, format and range checks inside the form. | Checks against other Salesforce records, external systems, or rules that must run identically in bulk imports. |
| Routing and approval | Sequential or parallel signer order, reminders, and role-based routing. | Approval paths that depend on data Titan does not hold, or that must reuse an existing Salesforce approval process. |
| What happens after signature | Write fields back, attach the file, move a stage. | Multi-object updates, downstream provisioning, ERP or billing hand-off, or anything needing retry and error handling. |
| Volume | Documents generated one record at a time by a user. | Scheduled or bulk generation across thousands of records, where governor limits and batching decide the design. |
| User experience | Titan's own layouts, branding and embedded pages. | A component that has to live inside an existing Lightning page and share its state with other components. |
What we actually build with Titan on Salesforce
Six areas of delivery. Each one starts with the Salesforce data model underneath it, because a template is only as reliable as the record it reads from. We deliver the same pattern on adjacent platforms, including Formstack.
Forms & Data Capture
Public or authenticated forms that write straight into the right Salesforce objects, with the branching and validation your process depends on.
- Multi-step forms with conditional branching
- Prefill from existing Salesforce records
- Duplicate detection and record matching
- File upload straight onto the record
- Consent, tracking and source attribution
Document Generation
Quotes, agreements, statements and proposals produced from live record data, with conditional clauses instead of a folder of near-identical templates.
- Conditional content and clause libraries
- Repeating tables from related records
- Multi-language and multi-entity variants
- Bulk and scheduled generation
- Version control and template governance
E-Signature & Contract Lifecycle
Signature flows that stay attached to the record, so status, countersignature and the executed file are all visible where the deal lives.
- Sequential and parallel signer routing
- Reminders, expiry and re-issue handling
- Status write-back to the opportunity or case
- Executed file stored against the record
- Renewal and obligation tracking
Portals & Web Apps
Customer, partner and applicant portals built on the same Salesforce data as everything else, rather than a separate site with its own copy of the truth.
- Authenticated portals over live CRM data
- Self-service updates and document access
- Branded, responsive layouts
- Role-based visibility and sharing
- Embedded pages inside existing sites
Orchestration & Payments
The steps between capture and completion: approvals, conditional routing, payment collection and the automation that fires when each stage closes.
- Multi-step process orchestration
- Approval gates tied to record data
- Payment capture attached to the record
- Post-signature automation in Salesforce Flow
- Exception handling and escalation paths
Custom Development
The work that sits past the no-code ceiling — written as proper Salesforce code, reviewed, tested and deployed through your release process.
- Apex services, triggers and batch jobs
- Lightning Web Components for embedded UI
- REST and middleware integrations
- Bulk-safe, governor-limit-aware design
- Test coverage and CI/CD deployment
What moves between Titan, Salesforce and the rest of your stack
Titan's value depends entirely on the direction and timing of its data flows. These are the four we design on nearly every engagement.
Titan + Salesforce Bi-directional · real time
The core relationship. Titan reads live record data when a form loads or a document is generated, so nobody works from a stale export; it writes the submitted values, the generated file and the signature status back onto the same record. The practical effect is that sales sees agreement status on the opportunity instead of asking, and reporting describes what was actually sent.
Titan + Salesforce Flow & Apex Titan → Salesforce automation
What happens after the signature. A completed Titan step becomes the trigger for everything downstream — stage changes, task creation, provisioning, renewal dates. We build these as Flow or Apex inside Salesforce rather than inside the document tool, so the logic is testable, version-controlled and survives a change of vendor.
Titan + your payment gateway Gateway → Salesforce record
Money attached to the deal. Deposits, retainers and one-off payments are collected inside the same flow that captures the data or signs the agreement, and the confirmation is written to the record rather than living only in the gateway. Finance stops reconciling two lists, and the person chasing the payment can see it has landed.
Titan + ERP, finance or billing Salesforce ↔ external system
Where the contract becomes an invoice. A signed agreement usually has to reach a system Titan does not talk to directly. We integrate through Salesforce — API, middleware or a native connector — so the CRM stays the hand-off point, with retry and error handling around it instead of a silent failure nobody notices until month end.
From first template to a process people trust
Five stages. The ranges below are typical for a mid-sized scope and move with the number of templates, the state of the data model and how many systems the process has to touch. We give you a firm figure after stage one, not before it.
Scope & Data Audit
We inventory the documents and forms in play, then check the objects behind them. Most delays trace back to a data model that was never designed to carry the fields a template needs.
1–2 weeksArchitecture & Boundary
We decide what is configuration and what needs code, and write it down. That boundary decides the cost, the timeline and who maintains each piece afterwards.
1 weekBuild & Configure
Templates, forms, routing and portals are built in a sandbox, with any custom Apex or components developed and unit-tested alongside them.
3–8 weeksTest & Launch
Real records, real signers, real edge cases — then a controlled release through your normal deployment path, with the old process running alongside until it is not needed.
2–3 weeksOwn & Extend
We hand over template governance so your team can change clauses without us, and stay available through Salesforce managed services for the extensions that arrive once people trust the system.
OngoingThe same delivery pattern, on comparable builds
Stated plainly: the two engagements below were built with other document and integration tools, not with Titan. We are showing them because the work is the same shape — generating documents from CRM data and wiring the result back into the record. Every figure is scoped exactly as the linked case study reports it.
Sales Operations & Lead Management
Nintex and PandaDoc integrated directly with Salesforce Opportunities, so contracts, offer letters and KYC onboarding forms generate automatically from CRM data — replacing a manual step that previously took two to three days per deal.
2–3 days Of manual document prep removed per deal
Salesforce CPQ & Multi-Tool Integration
Salesforce customization and multi-tool integration for a mid-market FinTech company of 250 employees headquartered in North America, where tailored and better-timed communication lifted response rates.
18% Increase in response rates
A Salesforce practice that also happens to know Titan
Most Titan problems are not Titan problems. They are data-model problems wearing a document costume — which is why the team fixing them needs to be able to work on both sides.
We fix the data model before the template
A merge field can only be as good as the field behind it. We audit the objects first, because a template built over a broken model produces confident, well-formatted, wrong documents.
We can cross the no-code boundary
When configuration runs out, the work carries on in Apex and Lightning Web Components with the same team. You are not handed back a list of things the builder cannot do.
We keep the logic in Salesforce where it belongs
Downstream automation is built as Flow or Apex, not buried in the document tool. It stays testable, deployable and portable if you ever change vendors.
We hand over template ownership
Your team should be able to change a clause without raising a ticket. Governance, naming and version control are part of the build, not an afterthought.
We will tell you when you do not need us
Some scopes are a week of configuration. If that is what yours is, we would rather say so than sell an architecture programme around six templates.
The questions buyers ask before the first call
Titan is a no-code platform for building forms, documents, e-signature flows, portals and web apps that connect to Salesforce. Its connector reads from and writes to Salesforce in real time, so a form can pre-fill from an existing record, a document can merge live field values at the moment it is generated, and a completed signature can write its status straight back onto the record it belongs to. Titan is the current suite from the vendor previously known as FormTitan.
All three, and they are separate pieces of work. Implementation means installing Titan, connecting it to the correct Salesforce org and mapping it to the objects and fields it will read and write. Configuration means building the templates, form logic, routing and portals inside Titan's own no-code builders. Building on means custom Salesforce development — Apex, Lightning Web Components and API integrations — for the parts of a process that configuration cannot express. Most engagements need at least two of the three, and we will tell you which ones apply before you commit to the others.
The practical boundary is whether the requirement can be expressed against data Titan can already see, one record at a time. Merge fields, conditional paragraphs, field validation, signer routing and branded layouts are configuration. Custom development starts when logic depends on records Titan does not hold, when a calculation has to be auditable or reused elsewhere, when documents must be generated in bulk against governor limits, or when the result has to hand off to an external system with proper retry and error handling. The comparison table in the scope section of this page sets out the common cases side by side.
For a mid-sized scope, expect roughly seven to fourteen weeks end to end: one to two weeks of scope and data audit, a week to agree the configuration and development boundary, three to eight weeks of build, and two to three weeks of testing and launch. The two variables that move that range most are the number of document templates and the state of the underlying Salesforce data model. We give a firm figure after the audit stage rather than before it, because a scope quoted before anyone has looked at the objects is a guess.
Titan licences are bought from the vendor, and pricing and packaging are theirs to set — check the current terms with Titan directly. Twopir Consulting sells the implementation, configuration and development service around the product, not the product itself. We are happy to advise on which modules a given scope actually requires, which is usually fewer than an initial wish list suggests.
Titan fits best when you need several of forms, documents, signature and portals working against the same Salesforce data, and you want business users to own the changes afterwards. If your requirement is a single high-volume document type with heavy calculation, or signature alone, a narrower tool may be a better fit and cost less. We implement across several document and form platforms, so the recommendation is not fixed in advance — our comparison of Salesforce-connected form builders sets out how the main options differ.
Next Step
Bring us the process that is slowing the deal down, and we will scope it honestly
A discovery call covers what you are generating today, what the data model can currently support, and which of implement, configure or build-on your situation actually needs. You leave with a scope, not a proposal deck.
Salesforce architects who build documents, not document vendors who touch Salesforce
