Documents are still assembled by hand
Someone opens last quarter's contract, saves a copy, and edits the names and numbers. Every document is a fresh opportunity to get a price, a date or a legal clause wrong.
Salesforce · E-Signature & Document Automation
Titan Sign consulting and implementation for agreements that close inside Salesforce
Most signing problems are not signature problems. The document is assembled by hand, the data is re-keyed, the signed copy lands in an inbox, and the CRM never learns what was agreed. Twopir designs the signing architecture, configures Titan Sign against your Salesforce data model, and builds the write-back that keeps the record true. Generate, send, sign and reconcile — without leaving the record.
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Trusted by 500+ organizations — including teams running document generation, e-signature and forms on Salesforce with Twopir Consulting.
Where We Implement Titan Sign
- Salesforce Partner
- Titan Sign
- Titan Docs
- Titan Forms
- Titan Flow
- Real Estate
- Legal & Professional Services
- Revenue Operations
Where document and signing workflows break down
Teams rarely arrive asking for e-signature software. They arrive because a contract took nine days to get out, because two versions of the same agreement are in circulation, or because nobody can report on what was signed last quarter. The signature is the last step — the problem usually starts long before it.
Template sprawl nobody owns
Twelve versions of the same agreement sit across shared drives and inboxes. Legal updates one, operations uses another, and no one can say which is current.
Data is re-keyed between CRM and document
Account names, contract values, effective dates and contacts get retyped into the document, then retyped back into Salesforce once it is signed. Both copies drift.
Approvals happen over email
Discount sign-off, legal review and countersignature move through forwarded threads. There is no queue, no SLA, and no record of who approved what or when.
The signed copy never reaches the record
The executed PDF lands in an inbox or a folder. Salesforce still shows the opportunity as open, and the signed terms exist only inside a document nobody can report on.
No one can report on the agreement pipeline
How many agreements are out for signature right now? Which are stuck, with whom, and for how long? Without status on the record, that question takes a person and a spreadsheet.
Definition
What Titan Sign is, and who it is right for
Titan Sign is a Salesforce-native electronic signature product from Titan — the vendor formerly trading as FormTitan. It lets teams build a signing process without code, send documents for signature from a Salesforce record, track every step of that process in Salesforce, and update Salesforce fields with data captured during signing. Because it is built on the Salesforce platform rather than bolted onto it, signature status and signed values move back to the record directly, without a middleware layer in between.
It sits alongside the rest of the Titan suite — Titan Docs for document generation, Titan Forms for data capture, Titan Flow for orchestration and Titan Web for portals. Most of the value on a real project comes from combining them: Titan Docs assembles the agreement from live Salesforce data, Titan Sign routes and captures the signature, and the write-back closes the loop. Full capability detail is in Titan's own e-signature documentation, and the app is listed on the Salesforce AppExchange.
Titan Sign is a strong fit when agreements originate from Salesforce data, when the signed values need to land back in fields you can report on, when signing paths differ by deal size, region, product or record type, and when compliance requires a defensible audit trail. Titan states support for ESIGN, UETA, eIDAS, 21 CFR Part 11, HIPAA, SOC 2, ISO and GDPR, with identity verification and two-factor authentication available on the signing session.
It is a weaker fit when your agreements never touch the CRM, when a single static PDF sent a handful of times a month is the whole requirement, or when you have no owner for the templates. We will say so on the call rather than after the statement of work — and we work with growing, mid-market, and enterprise organizations that need help with complex CRM implementations, integrations, and business system challenges, so the honest answer is sometimes a different tool.
Implement it, configure it, or build on top of it
"Titan Sign consulting" means three genuinely different pieces of work. Knowing which one you need is most of the scoping conversation — so here is the split, plainly.
Titan Sign Implementation
A first rollout, or a replacement of a standalone e-signature subscription. We design the signing architecture, build it, test it against real documents, and take your team live on it.
- Signing process and data-model design
- Package install, environment and user setup
- Template build in Titan Docs and Titan Sign
- Salesforce field mapping and write-back
- UAT, training, go-live and hypercare
Configuration & Optimization
You already own Titan Sign, but it is doing less than it could. We audit what exists, fix what is fragile, and extend it to the processes that were left out of the original build.
- Audit of existing Sign projects and templates
- Template consolidation and version control
- Conditional logic and dynamic signer rules
- Automation repair and trigger rationalisation
- Adoption, reporting and permission cleanup
Custom Build on Titan Sign
Where declarative configuration runs out. We build the Apex, Flow and integration work that makes Titan Sign part of a larger business process rather than a standalone signing step.
- Apex-invoked signing from Salesforce automation
- Custom objects for agreement lifecycle tracking
- Downstream integration to ERP, billing or DMS
- Bulk and batch signing orchestration
- Experience Cloud and portal signing journeys
| Requirement | Configuration | Custom development |
|---|---|---|
| Merge Salesforce data into an agreement | Declarative — mapped in the Sign project against the object and its fields. | Only when the values come from outside Salesforce or need calculation first. |
| Change signers by deal size, region or record type | Declarative — conditional logic on the signing process handles most rules. | When the rule depends on related-record queries or external approval data. |
| Send for signature when a stage changes | Salesforce Flow can invoke the signing process without code in common cases. | Apex where the payload needs assembling, or where bulk and retry logic matter. |
| Write signed values back to Salesforce | Declarative — field mapping returns captured values to the record. | When the write spans several objects, or must trigger downstream processing. |
| Track an agreement lifecycle end to end | Partially — status and history are visible against the originating record. | A custom agreement object where renewals, amendments and obligations matter. |
| Push the executed document onward | Storage against the Salesforce record is configuration. | Delivery to a DMS, ERP or billing system is an integration build. |
The honest summary: a well-scoped Titan Sign project is mostly configuration, and that is the point of a no-code platform. Custom development earns its place at the edges — bulk operations, multi-object writes, agreement lifecycle tracking and downstream systems. We will tell you which column your requirements fall into before you commit budget, not after.
The capabilities we configure, and what each one is for
A feature list is not a solution. Each capability below is paired with the business situation it exists to solve — which is how we decide what to turn on and what to leave alone.
Document Generation
Titan Docs assembles the agreement from live Salesforce data, so the document is built from the record rather than from last quarter's copy.
Template Management
One governed template per agreement type, built from Word or from scratch, with a clear owner — instead of a dozen near-identical files in circulation.
Conditional Content
Clauses, exhibits and pricing tables that appear only when the record says they should — one template covering cases that used to need six.
Dynamic Signers
The number and identity of signers adjusts to Salesforce data — deal size, role or record type — so a large contract picks up the countersignature a small one does not.
Signing Order
Linear routing where one party must sign before the next, or independent routing where everyone signs at once. The process, not the coordinator, enforces the sequence.
Identity & Authentication
Identity verification rules and two-factor authentication on the signing session, for agreements where proving who signed matters as much as the signature.
Salesforce Write-Back
Values captured during signing update Salesforce fields once the document completes — the difference between a signed PDF and reportable data.
Audit Trail & Compliance
Detailed logs and encryption behind each signing session, supporting the ESIGN, UETA, eIDAS, 21 CFR Part 11, HIPAA, SOC 2 and GDPR frameworks Titan documents.
The Salesforce decisions that decide whether this works
Titan Sign is quick to install and slow to get right — because getting it right is mostly a Salesforce architecture question. These are the decisions we make before the first template is built.
Data Model & Object Design
Which object the agreement hangs off decides everything downstream — what can merge into the document, what can be written back, and what you can report on later.
- Choosing the anchor object: Opportunity, Quote or custom
- Parent-child relationships for line items and exhibits
- Whether an Agreement object is warranted
- Fields that must exist before mapping begins
- Record types that drive template selection
Data Mapping & Quality
A merge field is only as good as the record behind it. Most first-pass document errors are data problems wearing a template costume.
- Field-by-field mapping to document placeholders
- Formatting rules for currency, dates and addresses
- Required-field validation before send
- Handling blanks, nulls and partial records
- Data cleanup where the CRM is the weak link
Automation & Trigger Design
Salesforce Flow can invoke a Titan Sign process directly; Apex handles the cases Flow should not. Deciding which is which keeps the org maintainable.
- Record-triggered Flow versus scheduled or screen Flow
- Apex invocable actions where payloads need assembling
- Preventing duplicate sends and recursive triggers
- Error handling, retries and failure notifications
- Rationalising automation that already exists
Security, Sharing & Permissions
Who can send an agreement, who can change a template, and who can see an executed document are three different questions — and all three are security design.
- Permission sets for senders, approvers and administrators
- Template edit rights separated from send rights
- Sharing rules on stored executed documents
- Field-level security on written-back values
- Sandbox-to-production separation of credentials
Downstream Integration
An executed agreement is usually the start of something else — an invoice, a provisioning step, a compliance filing. We design where the document and its data go next.
- Document storage against the Salesforce record
- Handoff to a document management system
- Triggering billing, ERP or provisioning workflows
- Titan Flow orchestration across several steps
- Coexistence with an incumbent e-signature tool
Scale, Testing & Maintenance
A process that works for ten agreements a month and one that works for a thousand are different builds. We design for the volume you will have, not the volume you have today.
- Volume and governor-limit assessment
- Full-copy sandbox testing with real record shapes
- Negative testing: declines, expiries, bounced emails
- Release process for template changes
- Monitoring and ongoing optimization after go-live
How a Titan Sign project actually runs
Six phases, one continuous engagement. A focused rollout covering document generation and one signing workflow typically runs four to six weeks, depending on how many templates and record types are in scope. Larger builds spanning Titan Sign and Titan Flow across multiple business units usually take eight to twelve weeks.
Discovery & Current State
We walk the agreement end to end with the people who run it: who drafts, who approves, who signs, where it stalls. We inventory every template in circulation and every system the document touches. Skipping this is why rollouts get rebuilt.
Solution Architecture
We decide the anchor object, the data model changes, the mapping, the automation pattern and the security model — and we write it down. This is where a two-week build stays a two-week build instead of becoming a six-week one.
Configuration & Template Design
Environment setup, package configuration, and the build itself: Titan Docs templates, merge mapping, conditional clauses, signer rules and signing order. Templates are consolidated here — usually far fewer than the number we found in Phase 01.
Integration & Automation
We wire the signing process into Salesforce automation, build the write-back, and connect whatever happens downstream. Custom development, where the architecture called for it, lands in this phase and is tested as part of the whole flow.
Testing, Validation & Training
Full-copy sandbox testing against real record shapes, including the paths people forget — declines, expiries, bad email addresses, partial data. Then UAT with the actual senders, and role-based training for senders, approvers and admins.
Deployment & Ongoing Support
A controlled go-live with hypercare through the first real agreements, then ongoing optimization: new templates, new record types, new business units. Most clients find the second and third processes are faster than the first.
What teams actually build with Titan Sign
Every row below is a document that starts from a Salesforce record and ends by changing that record. That round trip — not the signature itself — is what makes a use case worth automating.
| Use case | Starts from | What comes back to Salesforce |
|---|---|---|
| Real estate transaction documents | Listing, offer or tenancy record, with property and party data merged in. | Executed agreement stored on the record, signature dates and agreed terms in fields. |
| Sales contracts and order forms | Opportunity reaching a negotiation stage, with products and pricing. | Closed-won trigger, contract start and end dates, signed value for forecasting. |
| Quotes and proposals | Quote record, with line items and conditional pricing tables. | Accepted quote status, acceptance timestamp, and the version that was agreed. |
| Client and customer onboarding | New account or matter, often fed by a Titan Forms intake submission. | Onboarding checklist completion, captured KYC or compliance fields, consent flags. |
| NDAs and legal agreements | Contact, account or engagement record, ahead of a commercial conversation. | Agreement-on-file flag and expiry date, so nobody sends a second one unnecessarily. |
| Renewals and amendments | Scheduled automation on contract end date, pulling forward existing terms. | New term dates, revised values, and a clean link between original and amendment. |
| HR and internal documents | Offer, employee or vendor record, on a separate template governance track. | Acceptance status and start date, without routing staff documents through sales templates. |
Most organizations start with one of these and expand. We generally recommend beginning with the highest-volume agreement rather than the most complex one — the first process teaches the team the pattern, and the second and third go much faster.
What changes once the loop is actually closed
We do not publish a percentage for how much faster your contracts will be, because the honest answer depends on your starting point. What we can describe is what structurally changes.
Documents go out in minutes
Assembly stops being a person's task. The time between "we agreed" and "it is out for signature" collapses to the length of a review, not a drafting cycle.
Fewer errors, because less is typed
Names, values and dates come from the record. Where a document is wrong, the record is wrong — which is a problem you can find and fix once rather than catch document by document.
One current version of every template
Legal changes a clause once and every future document carries it. Version drift stops being an operational risk that someone has to police manually.
The agreement pipeline becomes reportable
How many are out, with whom, and how long they have been sitting there becomes a Salesforce report instead of a question someone has to go and answer.
Audit answers take minutes, not days
Who signed, when, from where, and under which version of the template is logged against the record — so a compliance question is a lookup rather than a search of inboxes.
Volume stops being a headcount question
Doubling the number of agreements no longer means doubling the people who prepare them — which is usually the reason document automation gets funded in the first place.
Document-heavy operations, rebuilt on Salesforce
The engagement below is a Salesforce and Propertybase build rather than a Titan Sign project — but the problem is the one this page describes: contracts, compliance documents and commission records handled by hand across a brokerage network.
★★★★★
Twopir transformed our real estate operations by unifying AML and KYC, inquiries, contracts and commission tracking into a single Salesforce and Propertybase platform. Their API-driven approach automated workflows, reduced errors and gave us real-time data synchronisation across systems that had never spoken to each other.
Operations Lead Multi-agency real estate group Real Estate
Real Estate — Multi-Agency Brokerage
Unifying enquiries, compliance documents, contracts and commission tracking on one platform.
250+ Agents across multiple agencies
3 Enquiry channels unified
1 System for AML, contracts & commission
More engagements across document automation, integration and revenue operations are collected in Twopir Consulting's client success stories.
A Salesforce team that happens to be very good at documents
Titan Sign problems are rarely Titan Sign problems. They are data-model problems, automation problems and ownership problems that happen to surface at the moment someone presses send.
We are Salesforce architects first
The hard part of a signing project is upstream of the signature: object design, field mapping, automation and permissions. That is our core work, not an adjacent skill we picked up to sell a product.
We have implemented the alternatives
We build on Conga Composer, S-Docs, Nintex, Formstack, FormAssembly, PandaDoc and DocuSign as well as Titan. That means we can tell you when Titan Sign is the right answer — and when it is not.
We name the configuration boundary up front
Before the statement of work, you get a clear split between what is declarative configuration and what needs Apex, Flow or integration development — so the estimate survives contact with the build.
We build for the volume you will have
A process that works for ten agreements a month and one that works for a thousand are different designs. We ask about the second number during discovery, not during the first busy quarter.
We stay past go-live
New templates, new record types, new business units and new regulations all arrive after launch. Ongoing optimization is part of how we work, not a separate sales conversation.
Where this sits in the wider Twopir practice
Titan Sign is one part of a document and revenue architecture. These are the pages worth reading next, depending on where you are in the decision.
Titan Salesforce integration and platform overview The pillar page covering the whole Titan suite — Docs, Forms, Sign, Flow and Web — and how the pieces fit together on Salesforce. FormTitan form automation for Salesforce Data capture that feeds the documents: intake forms, portals and structured submissions written straight to Salesforce records. Conga Composer implementation and automation The comparable document-generation build, for teams already standardised on Conga or weighing it against Titan. S-Docs native document generation and e-signature A fully Salesforce-native alternative in the same category, useful when everything must stay inside the platform boundary. DocuSign e-signature solutions for Salesforce For organizations with an existing DocuSign estate deciding whether to consolidate signing into Titan or keep both. Ongoing Salesforce support and managed services Post-implementation support: template changes, new record types, new business units and platform release management.
Titan Sign questions we answer on every scoping call
Titan Sign lets you build a signing process without code, send a document for signature from a Salesforce record, track every step of that process in Salesforce, and update Salesforce fields with data captured during signing. Because it is built on the Salesforce platform rather than connected to it through middleware, signature status and signed values return to the originating record directly. Full product detail is in Titan's own e-signature documentation.
A focused rollout covering document generation and one signing 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 Titan Flow across multiple business units usually take eight to twelve weeks. The variable is almost never the product — it is the number of templates, the state of the Salesforce data, and how quickly the business can agree on which version of a document is the real one.
Not always. Titan Sign can start from an uploaded file, a Word template or a Salesforce document, so a simple signing process can run without a separate generation step. You need Titan Docs when the document itself has to be assembled from Salesforce data — conditional clauses, line-item tables, region-specific terms. In practice, most projects that are worth automating involve both, because the generation step is where the manual effort and the error risk actually live.
Most of it is configuration, and that is the point of a no-code platform. Merge mapping, conditional content, dynamic signers, signing order and field write-back are all declarative. Custom development earns its place at the edges: Apex where a send needs a payload assembled or bulk and retry logic, a custom agreement object where renewals and amendments matter, and integration work where the executed document has to reach a document management, ERP or billing system. We publish that boundary on this page and confirm it against your requirements before any statement of work.
Often, yes. Titan Sign is built to route and track signatures directly against the Salesforce record, so for agreements that originate in Salesforce it can replace a standalone subscription rather than sit beside one. The cases where we advise keeping both are specific: signing flows owned by a team that does not use Salesforce, an incumbent tool embedded in a counterparty's process, or a niche compliance requirement your current provider already satisfies. We assess that as part of discovery rather than assuming consolidation is always right.
Titan states support for the ESIGN Act, UETA, eIDAS, 21 CFR Part 11, HIPAA, SOC 2, ISO and GDPR, with identity verification, two-factor authentication, detailed audit logs and encryption available on the signing session. Whether that satisfies your obligations is a question for your legal and compliance teams, not for us or for the vendor — what we do is configure the controls your policy requires, document how they are applied, and make the audit trail retrievable from the Salesforce record.
That is a common starting point, and the cause is usually one of four things: templates that do not match how the business actually words its agreements, a data model that cannot supply the fields the document needs, automation that fires at the wrong moment, or no clear owner for template changes. Our optimization engagements begin with an audit of the existing Sign projects, templates and automation, and a short written assessment of which of those four is the real problem before we change anything.
Next Step
Bring us the agreement that takes too long, and we will map the fix
A Titan Sign assessment is a working session, not a pitch. We walk one real agreement end to end, identify where it stalls, and tell you what is configuration, what is development, and what is a data problem you should fix first — whether or not you go on to work with us.
Salesforce architects who build document and signing systems that hold up at scale
