Sign & Sync in Salesforce
By Titan
- Rating
- 5.0
- Reviews
- 4
- Pricing
- Paid
- Listed since
- 2021
About Sign & Sync in Salesforce
Signing that stays in Salesforce.
Send, sign, and track documents from Salesforce or Word with Titan eSign. Start signing from a Salesforce document, uploaded file, or template, then track every step and update Salesforce records when signing is complete.
Build dynamic signing workflows that adjust signers based on real-time Salesforce data such as opportunity size, role, or record type. Trigger signing from Salesforce objects or flows, use dynamic templates, and verify signer identity in real time.
Support secure signing with 2FA, facial recognition, and full audit trails. Signed documents can be stored in Salesforce, while views, voids, and signatures can be tracked from your CRM.
For high-volume processes, use bulk signing to merge templates, send multiple documents in one email, and collect signatures in one package.
Titan does not store your data. Documents and information stay within your Salesforce environment.
Highlights
- Sign & Track from Salesforce or Word: Send, sign, and track documents without leaving your CRM or Word.
- Dynamic Document Flows: Start signing from a Salesforce document, uploaded file, or template.
- Dynamic Signer Logic: Adjust the number of signers based on real-time Salesforce data such as opportunity size, role, or record type.
- Secure Signer Verification: Support 2FA, facial recognition, signer identity verification, and full audit trails.
- Guided Signing Workflows: Help prevent missing fields and misrouted documents while tracking every step live.
- Save Signed Documents in Salesforce: Store completed documents in Salesforce without duplicates or syncing delays.
- Trigger from Objects or Flows: Start signing processes from Salesforce objects or flows and work with dynamic templates.
- Real-Time Salesforce Data: Push and pull Salesforce data in real time throughout the signing process.
- Bulk Document Signing: Merge templates, send multiple documents in one email, and collect signatures in one package.
Screenshots
Pricing
Paid.
The publisher offers discounts.
Compatibility
- Works with
- Financial Services Cloud
- Health Cloud
- Education Cloud
- Requires
- Sales Cloud
- Service Cloud
- Health Cloud
- Salesforce editions
- Professional
- Enterprise
- Unlimited
- Performance
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Supported
- Salesforce security review
- Passed on March 25, 2021
- Industries
- Education
- Financial Services
- Healthcare & Life Sciences
- Languages
- Dutch
- English
- Finnish
- French
- German
- Danish
- Italian
- Japanese
- Korean
- Portuguese
- Russian
- Chinese (China)
- Spanish
- Swedish
- Thai
- Chinese (Taiwan)