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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Improve your document management workflows in Salesforce by automating the process of linking documents to several objects simultaneously. With a user-friendly click-and-configure tool, you can easily associate your documents with multiple Salesforce objects. The established configuration rules guarantee that all document upload processes adhere to consistent standards across any Salesforce object. Companies utilizing Salesforce for their operational tasks often face significant hurdles when trying to access their documents. By default, when a document is attached to an object, it is restricted to that single object, which can pose a challenge for businesses requiring broader access. This limitation can be particularly problematic for organizations handling a large volume of documents. DocVaz emerges as a sophisticated solution to address these issues, offering scalability to match the evolving needs of a growing business. Additionally, DocVaz caters to a diverse range of real-time business scenarios that necessitate document access within Salesforce. Its innovative approach not only streamlines workflows but also enhances overall efficiency in document management.

Description

Our drag-and-drop form builder for Salesforce allows you to create custom forms, collect data and pre-fill it, use conditional logic and automate business process. Titan Forms is the only product in the market that integrates Salesforce in real-time. Titan's drag-and-drop builder allows you to create custom web portals and Salesforce forms. Our product is flexible, unlike other Salesforce form tools. Titan allows you to read from and write to multiple objects in real time. You can add any logic to any data structure, including one-to many, many-to -many junction objects, lookup field, formulas, list view, and related lists. Titan is the only software that allows you to edit large records, upload files, and use grid views. You can create forms without having to write any code.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Salesforce Yes 
Amazon S3 Yes 
Amazon Web Services (AWS) Yes 
Box Yes 
Dropbox Yes 
Google Drive Yes 
Microsoft OneDrive Yes 
Titan No 
Titan Document Generation No 
Titan Sign No 

Integrations

Salesforce Yes 
Amazon S3 No 
Amazon Web Services (AWS) No 
Box No 
Dropbox No 
Google Drive No 
Microsoft OneDrive No 
Titan Yes 
Titan Document Generation Yes 
Titan Sign Yes 

Pricing Details

$8 per month
Free Trial No 
Free Version Yes 

Pricing Details

$250 per month
Titan Forms is included in Experience Studio, giving you Salesforce-connected forms, landing pages, and web apps in one place.

Starter - Basic forms and landing pages from $250/month
Growth - Web apps from $450/month

No per-seat pricing.
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Cloudvaz

Country

United States

Website

www.cloudvaz.com/docvaz.html

Vendor Details

Company Name

Titan

Founded

2018

Country

Israel

Website

titandxp.com/salesforce/forms/

Product Features

Document Management

Access Controls No 
Archiving & Retention No 
Collaboration Tools No 
Compliance Tracking No 
Document Archiving No 
Document Assembly No 
Document Capture No 
Document Conversion No 
Document Delivery No 
Document Indexing No 
Document Retention No 
Electronic Signature No 
Email Management No 
File Recovery No 
File Type Conversion No 
Forms Management No 
Full Text Search No 
Offline Access No 
Optical Character Recognition No 
Print Management No 
Version Control Yes 

Product Features

Forms Automation

Approval Process Control No 
Archiving & Retention No 
Collaboration No 
Document Indexing No 
Drag & Drop No 
Full Text Search No 
Remote Document Access No 
Rules-Based Workflow No 
Text Editing No 
Version Control No 

Online Form Builders

Artificial Intelligence No 
Assign Roles / Permissions No 
Collaboration Tools No 
Conversational Forms No 
Data Tables No 
Drag & Drop / No Code No 
Export to PDF No 
HIPAA Compliant No 
Import Existing Forms No 
Mobile Forms No 
Offline Forms No 
Pre-made Templates No 
Quizzes / Questionnaires No 
Reporting / Data Visualization No 
Signup Forms No 
Surveys No 

Alternatives

Alternatives

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