Titan CLM Preview

Business Background

You can automate signing processes and speed up contract approvals in minutes. Sync all data with Salesforce in real time using zero code.

Titan Solution

  • Use Titan CLM, our contract lifecycle tool tailor-made for Salesforce, to automate signing processes and speed up contract approvals.
  • The CLM wizard lets you quickly preview the template. You don’t have to go back to the Titan CLM project to preview the contract.
  • You can add interactive elements to the preview that will not affect the original template you used in the Titan CLM builder.

How to Video

Coming Soon.

How to Guide


  1. Make sure you have completed the Sign Project setup process before proceeding.
  2. Add a source document.
  3. Edit or add collaborators.
  4. Edit or add signers.

The settings made in the CLM Wizard override the settings made in the Titan CLM project.

The Titan CLM project is not affected by the CLM Wizard changes.

On the Recipients tab (the previous step), a color code is assigned to each signer. This color code is used when interactive fields are added.

  1. Click on the drop-down arrow to open the list of signers, and click on a signer to select it.
  2. Drag the interactive element to the page. The Add Interactive Element screen opens.
Color codes
Color codes
  1. Add one of the following elements:
  • Inputs
    • Text Area
    • Text Field
    • Email Field
    • Number Field
    • Time Field
    • Date Field
    • Date/Time Field
  • Multiple Choice
    • Drop-down
    • Radio
    • Lookup
  • Special
    • Signature
    • Signature Date
    • Hidden
    • Label
    • Checkbox
    • Image
  • Signer’s Info
    • First Name
    • Last Name
Add interactive elements for a signer
Add interactive elements for a signer
  1. Click on an element to select it, and click on the Add button.
  2. Repeat the steps to add interactive elements for all the required signers.
Add Interactive Elements screen
Add Interactive Elements screen

You will see that the interactive elements are color coded with each signer.

  1. Click on the Next button. The Document Settings screen opens.
Color-coded Interactive elements added
Color-coded Interactive elements added

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