Can I capture customer information, transfer to Salesforce and generate contract or agreements?

Last updated Mar 19 2018

Yes - you can.
With FormTitan you can create extremely smart forms. Any form can capture the data entered in it - this is basic, but what about doing more things with this data? like updating it in 3rd party applications, or creating a PDF document based on it?  - This can all  be done using FormTitan.

Capture customer information
As we said before, capturing data is basic. but doing this in a smart way is not. Adding validations to your form, for example will make sure that valid data is entered in your form and this is significant if you care about the quality of your data (and you do).
Conditional logic is another example for capturing data smartly. 

Transfer data to Salesforce
Transferring data to Salesforce is a big deal, this could upgrade your online form tremendously. If you are already using Salesforce you must be aware of how important it is to keep the data flowing and updating there. and what could be more helpful than having it update automatically ?
With formtitan you can add a SF "Push" integration to your form, which will take care of adding data and updating it in any SF object/s you need. 

Generate contract or agreement

The PDF Mapping feature we have allows you to generate a  PDF document based on the data entered in your form. This could be used for example for creating an agreement or contract which can also include a electronic signature.

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