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Average Ratings 10 Ratings

Total
ease
features
design
support

Average Ratings 376 Ratings

Total
ease
features
design
support

Description

The Square 9 AI-powered intelligent information processing platform takes the paper out of work and makes it easier to get things done with digital workflows that automate many aspects of how you work today. We make it easy by extracting information from scans or PDFs, storing documents in a searchable archive, and building digital twins of your current processes through graphical workflows.

Description

Partnering with Salesforce, Titan Forms and Apps are a game-changer in the industry, making the world’s number #1 CRM accessible, and effortless for anyone to use. At the touch of a button, and with zero code, experience strength, speed, and agility for Salesforce Forms and your business processes. Slash time to market, nuke code, and tackle any use case on a single platform. Our best-of-breed forms and applications for Salesforce cater to any industry and it’s our mission to provide custom solutions for difficult problems. Build beautiful web portals, sign documents, generate docs, send surveys, automate contracts, fill out Salesforce forms, and so much more in just a few simple clicks. No code required and with our new AI assistant you can build even faster and with fewer errors. We are the only product on the market that empowers you to send data to Salesforce and pull it back in real-time without any development or added expense. Our customers and partners are the heartbeat of Titan. If you need a feature, simply request it via our Titan X Lab and we will consider it for our roadmap! So what’s stopping you? Schedule a demo today.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Salesforce Yes 
Adobe Acrobat Sign No 
Adobe After Effects No 
AdvancedBOL for SAP Logistics No 
Amazon S3 No 
GlobalSign No 
Microsoft OneDrive No 
Microsoft Word No 
NMI Gateway No 
PDI Yes 
Pelecard No 
Slack No 
Stripe Corporate Card No 
Titan Forms No 
Titan Portals No 
Titan Sign No 
Tranzila No 
Twilio No 

Integrations

Salesforce Yes 
Adobe Acrobat Sign Yes 
Adobe After Effects Yes 
AdvancedBOL for SAP Logistics Yes 
Amazon S3 Yes 
GlobalSign Yes 
Microsoft OneDrive Yes 
Microsoft Word Yes 
NMI Gateway Yes 
PDI No 
Pelecard Yes 
Slack Yes 
Stripe Corporate Card Yes 
Titan Forms Yes 
Titan Portals Yes 
Titan Sign Yes 
Tranzila Yes 
Twilio Yes 

Pricing Details

$50/month/user
Square 9 Process Automation Essentials delivers the tools you need to begin your digital transformation with solutions for Accounts Payable, Accounts Receivable, Human Resources, and Contracts Management. Or Square 9 can help build your own custom application design based on your individual industry needs.

- Secure SOC2 and HIPAA certified cloud content repository
- Fully Encrypted Storage
- Business Process Automation
- Document Versioning
-Audit Trail
- OCR Assisted Keyless Indexing
Free Trial Yes 
Free Version No 

Pricing Details

$150 per month
Document Studio

Starter - Basic doc generation & eSign from $150/month
Growth - Smart docs & eSign with advanced permissions from $350/month

Experience Studio

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

Deployment

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

Deployment

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

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 Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

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

Vendor Details

Company Name

Square 9

Founded

2001

Country

United States

Website

www.square-9.com

Vendor Details

Company Name

Titan

Founded

2016

Country

Israel

Website

titandxp.com

Product Features

Accounts Payable

Approval Process Control Yes 
Bank Reconciliation No 
Cash Management No 
Check Writing No 
Duplicate Payment Alert No 
Fraud Detection No 
General Ledger Entry Yes 
Vendor Management Yes 

Business Continuity

Backup Log No 
Backup Scheduling No 
Compression No 
Continuous Backup No 
Encryption No 
Incremental Backup No 
Local Server Options Yes 
Multiple System Support Yes 
Remote Server Options Yes 
Secure Data Storage Yes 
Web Access / Restoration Yes 

Business Process Management

Access Controls / Permissions Yes 
Alerts / Notifications Yes 
Business Process Automation Yes 
Business Rules Management Yes 
Collaboration Yes 
Process Change Tracking Yes 
Process Mapping Yes 
Process Modeling & Design Yes 
Visual Workflow Management Yes 

Contract Management

Buy Side (Suppliers) Yes 
Completion Tracking Yes 
Compliance Tracking Yes 
Contract Lifecycle Management Yes 
Electronic Signature Yes 
Full Text Search Yes 
Government Contracts Yes 
Pre-built Templates Yes 
Sell Side (Customers) Yes 
Specialty Contracts Yes 
Version Control Yes 
Workflow Management Yes 

Data Extraction

Disparate Data Collection No 
Document Extraction No 
Email Address Extraction No 
IP Address Extraction No 
Image Extraction No 
Phone Number Extraction No 
Pricing Extraction No 
Web Data Extraction No 

Document Management

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

Electronic Data Capture

Audit Trail Yes 
CRF Tracking No 
Data Entry Yes 
Data Verification Yes 
Distributed Capture Yes 
Document Imaging Yes 
Document Indexing Yes 
Forms Management Yes 
Remote Capture Yes 
Study Management No 

Enterprise Content Management (ECM)

Archiving & Retention No 
Collaboration Tools Yes 
Content Lifecycle Management Yes 
Digital Asset Management Yes 
Document Management Yes 
Electronic Signature Yes 
Information Governance Yes 
Mobile Access Yes 
Search Yes 
Version Control Yes 
Workflow Management No 

Forms Automation

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

OCR

Batch Processing No 
Convert to PDF No 
ID Scanning No 
Image Pre-processing No 
Indexing No 
Metadata Extraction No 
Multi-Language No 
Multiple Output Formats No 
Text Editor No 
Zone Selection Tool 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 

Workflow Management

Access Controls/Permissions No 
Approval Process Control No 
Business Process Automation No 
Calendar Management No 
Compliance Tracking No 
Configurable Workflow No 
Customizable Dashboard No 
Document Management No 
Forms Management No 
Graphical Workflow Editor No 
Mobile Access No 
No-Code No 
Task Management No 
Third Party Integrations No 
Workflow Configuration No 

Product Features

App Makers

Collaboration Tools Yes 
Compatibility Testing Yes 
Deployment Management Yes 
Drag & Drop Yes 
For eCommerce Yes 
Forms Creation Yes 
Iteration Management Yes 
Mobile Apps Yes 
No-Code Yes 
Pre-Built Templates Yes 
Visual Modeling No 
Web Apps Yes 
Workflow Management Yes 

Contract Management

Buy Side (Suppliers) Yes 
Completion Tracking Yes 
Compliance Tracking Yes 
Contract Lifecycle Management Yes 
Electronic Signature Yes 
Full Text Search Yes 
Government Contracts No 
Pre-built Templates Yes 
Sell Side (Customers) No 
Specialty Contracts Yes 
Version Control Yes 
Workflow Management Yes 

Customer Experience

Action Management Yes 
Analytics Yes 
Customer Segmentation Yes 
Dashboard Yes 
Feedback Management Yes 
Knowledge Management Yes 
Multi-Channel Collection Yes 
Sentiment Analysis No 
Survey Management Yes 
Text Analysis Yes 
Trend Analysis Yes 

Customer Feedback

Alerts / Notifications Yes 
Behavior Analytics Yes 
Bug Reports Yes 
Community Feedback Tools Yes 
Live Chat Yes 
Negative Feedback Management Yes 
Net Promoter Score (NPS) Yes 
Screenshot / Screen Capture Yes 
Surveys Yes 
User Testing Tools Yes 
Video Feedback Yes 
Visual Feedback Tools Yes 
Voice of the Customer (VoC) Yes 
Website Feedback Yes 

Data Entry

Abbreviation Detection No 
Data Capture and Transfer Yes 
Data Cleansing Yes 
Data Entry Verification Yes 
Data Search Flexibility Yes 
Duplicate Detection Yes 
Flexible Search Yes 
Image Entry Yes 
Library Conversion Yes 
Mis-Keyed Variation Detection No 
Phonetic Variation Detection Yes 

Digital Experience Platforms (DXP)

Alerts / Notifications Yes 
Auto-Tagging Yes 
Blogs Yes 
Calendar Yes 
Content Modeling No 
Digital Asset Management Yes 
File Sharing Yes 
Form Builder Yes 
Forums / Message Boards Yes 
Headless CMS No 
Knowledge Base Yes 
Performance Monitoring Yes 
Personalization / Segmentation Yes 
Reporting / Analytics Yes 
Surveys / Polls Yes 
Templates Yes 
User Management / Permissions Yes 
Version Control Yes 
Wiki No 
Workflow Management Yes 

Digital Signature

Audit Trail Yes 
Authentication Yes 
Auto Reminders Yes 
Customizable Templates Yes 
Document Analytics Yes 
Mobile Signature Yes 
Multi-Party Signing Yes 
Progress Tracking Yes 
Task Progress Tracking No 

Document Generation

Batch Processing Yes 
Collaboration Yes 
Digital Signature Yes 
Interaction Tracking Yes 
Multiple Output Formats Yes 
Templates Yes 

Donation Management

Campaign Management Yes 
Donation Tracking Yes 
Donor Database Yes 
Event Management Yes 
Gift Management Yes 
Grant Management Yes 
In-Kind Donations Yes 
Matching Donations Yes 
Mobile Donations Yes 
Online Donations Yes 
Pledge Management Yes 
Receipts / Statements Yes 
Recurring Donations Yes 
Volunteer Management Yes 

eCommerce

CRM No 
Catalog Management No 
Channel Management No 
Customer Accounts No 
Data Security No 
Email Marketing No 
Inventory Management No 
Kitting No 
Loyalty Program No 
Mobile Access No 
Multi-Store Management No 
Order Management No 
Product Configurator No 
Promotions Management No 
Returns Management No 
Reviews Management No 
SEO Management No 
Shopping Cart No 
Templates No 

Forms Automation

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

Government

Budgeting & Forecasting Yes 
Code Enforcement No 
Compliance Management Yes 
Fixed Asset Management No 
Inventory Management Yes 
License Issuance Yes 
Permit Issuance Yes 
Purchasing & Receiving Yes 
Self Service Portal Yes 
Taxation & Assessment Yes 
Utility Billing Yes 
Work Order Management No 

Higher Education

Admissions Management Yes 
Alumni Management Yes 
Assessment Management Yes 
Curriculum Management Yes 
Faculty / Staff Management Yes 
Financial Aid Management Yes 
Fundraising Management Yes 
Housing Management Yes 
Scheduling Yes 
Student Information / Records Yes 
Student Portal Yes 

HIPAA Compliance

Access Control / Permissions Yes 
Audit Management Yes 
Compliance Reporting Yes 
Data Security Yes 
Documentation Management Yes 
For Healthcare Yes 
Incident Management Yes 
Policy Training No 
Remediation Management Yes 
Risk Management Yes 
Vendor Management Yes 

No-Code Development

AI-Assisted Development Yes 
Business Process Automation Yes 
Collaborative Development Yes 
Data Aggregation and Publishing Yes 
Deployment Management Yes 
Drag & Drop Yes 
Integrations Management Yes 
Iteration Management Yes 
Performance Monitoring Yes 
Requirements Management Yes 
Templates Yes 
Visual Modeling Yes 
Web / Mobile App Development Yes 
Workflow Management Yes 

Nonprofit

Accounting Yes 
Committee Management Yes 
Donor Management Yes 
Dues Management Yes 
Event Management Yes 
Fundraising Management Yes 
Member Database Yes 
Membership Management Yes 
Social Media Management Yes 
Volunteer Management Yes 

Online Form Builders

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

PDF

Annotations Yes 
Convert to PDF Yes 
Digital Signature Yes 
Encryption Yes 
Merge / Append Yes 
PDF Reader Yes 
Watermarking Yes 

Registration

Activity Registration Yes 
Attendance Management Yes 
Badge Management Yes 
Calendar Management Yes 
Class Registration Yes 
Contact Management Yes 
Event Registration Yes 
Form Builder Yes 
Group Registration Yes 
Marketing Management Yes 
Online Registration Yes 
Onsite Registration Yes 
Payment Processing Yes 
Refund Automation Yes 
Self Check-In Yes 
Surveys & Feedback Yes 

Survey

Custom Survey URLs Yes 
Data Analysis Tools Yes 
Email Marketing Yes 
Mobile Survey Yes 
Offline Response Collection Yes 
Paper Survey No 
Question Branching Yes 
Question Library Yes 
Site Intercept Survey No 
Skip Logic Yes 
Supports Audio / Images / Video Yes 

Website Builder

Auto Update Yes 
Content Import / Export Yes 
Drag & Drop Yes 
Invoices Yes 
Landing Pages / Web Forms Yes 
Newsletter Management Yes 
Online Booking Yes 
Online Store Builder Yes 
Pre-built Templates Yes 
Real Time Editing Yes 
SEO Yes 
Survey Builder Yes 
White Label No 

Workflow Management

Access Controls/Permissions Yes 
Approval Process Control Yes 
Business Process Automation Yes 
Calendar Management Yes 
Compliance Tracking Yes 
Configurable Workflow Yes 
Customizable Dashboard Yes 
Document Management Yes 
Forms Management Yes 
Graphical Workflow Editor Yes 
Mobile Access Yes 
No-Code Yes 
Task Management Yes 
Third Party Integrations Yes 
Workflow Configuration Yes 

Alternatives

Alternatives