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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
Titan's drag-and-drop builder allows you to create dynamic, responsive Salesforce sign-up processes. Titan eSignatures meet all accessibility requirements and section 508 requirements. HIPAA, SOC2, ISO, GDPR and other leading frameworks are all compliant. Titan's no code eSignature solution allows you to sign, seal, deliver, and track agreements in just minutes. Drag-and-drop software allows you to create and track personalized quotes for faster signing. Notify your salespeople, management team, and other stakeholders when someone views, voids or signs a contract. You can also track the signing process in Salesforce. Titan Sign updates Salesforce records once the signing process is complete with data from the document and input fields. Salesforce is a revolutionary software, but it does not offer a built-in option to initiate and trigger signing processes.
API Access
Has API
API Access
Has API
Integrations
Salesforce
Amazon S3
Amazon Web Services (AWS)
Box
Dropbox
Google Drive
Microsoft OneDrive
Titan
Titan CLM
Titan Document Generation
Integrations
Salesforce
Amazon S3
Amazon Web Services (AWS)
Box
Dropbox
Google Drive
Microsoft OneDrive
Titan
Titan CLM
Titan Document Generation
Pricing Details
$8 per month
Free Trial
Free Version
Pricing Details
$12 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Cloudvaz
Country
United States
Website
www.cloudvaz.com/docvaz.html
Vendor Details
Company Name
Titan
Founded
2015
Country
Israel
Website
titandxp.com/salesforce/e-signature/
Product Features
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
Product Features
Digital Signature
Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking
