Can Titan replace our paper-based onboarding forms?

Yes. Titan Forms connects directly to Salesforce in real time u2014 no re-entry, no PDFs. We build multi-step conditional forms that create Salesforce records on submission.

Does the onboarding process work with e-signature?

Yes. Titan Sign handles e-signature natively. We connect document generation (Titan Docs) with e-signature (Titan Sign) in one automated Salesforce workflow.

How long does it take to implement a Titan onboarding flow?

Most onboarding automation projects take 2u20134 weeks depending on complexity. Multi-step forms + document generation + eSign is typically 3u20134 weeks.

Client Onboarding Automation with Titan on Salesforce

Client Onboarding Automation
with Titan on Salesforce

Replace manual onboarding paperwork with a connected Titan + Salesforce workflow - from initial form submission to signed agreement, all in one automated process.

Titan Forms Titan Docs Titan Sign Salesforce Flow Push/Get Integration

The Problem We Solve

Manual data entry from PDFs and emails into Salesforce

Onboarding takes days or weeks because of back-and-forth

Documents generated manually, prone to errors

No visibility into where each client is in the process

eSignature handled separately from your CRM

Compliance risk from paper-based processes

How We Build It with Titan + Salesforce

Intake Form - Titan Forms

A multi-step Titan Form collects client data with conditional logic, field validation, and file upload. On submission, it creates a Salesforce record in real time via Push/Get - zero manual entry.

Salesforce Flow Automation

Submission triggers a Salesforce Flow that routes the record to the right team, sets tasks, sends internal notifications, and progresses the onboarding stage automatically.

Document Generation - Titan Docs

Titan Docs generates the onboarding agreement, service contract, or welcome pack using Salesforce record data. Dynamic templates handle variable content - no manual document preparation.

eSignature - Titan Sign

The generated document is sent for e-signature via Titan Sign. Signed documents are stored back in Salesforce automatically. The audit trail is native to your CRM.

Client Portal (Optional) - Titan Web

For ongoing client relationships, we can add a Titan Web portal where clients track their onboarding status, upload additional documents, and view their records in real time - no Salesforce license required on their side.

Typical Results

70–80%

Reduction in onboarding time

Manual data entry errors

2–4 wk

Typical implementation time

Why Titanixforce

7+ Years Titan Expertise

We have implemented Titan onboarding workflows across financial services, healthcare, legal, and SaaS.

Salesforce + Titan Together

Most consultants know Salesforce or Titan. We specialize in both - which is where the complexity lives.

Architecture That Scales

We don't build quick fixes. Our onboarding flows are modular and maintainable - built to handle volume.

Ready to Automate Client Onboarding?

Tell us about your current process and we'll design the Titan + Salesforce architecture for you.

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