Category:3B Docs: Difference between revisions

3B Docs is a native application for Salesforce that allows users to create document templates and populate them with data from Salesforce. The populated documents can be distributed "as-is" or an electronic signature can be requested by non-salesforce users.

Some of the main features of 3B Docs include:

• Nested Related Children: Supports rendering repeatable blocks with multiple nested child related objects
• Unlimited Parent Relationships: Adds merge tags which traverse an unlimited number of parent relationships
• Document Version Control: Creates a snapshot of a document each time a change is registered. Rewinds back to an older version if needed
• Reusable Sub-Templates: Marks templates as "Sub-Templates" to allow embedding them in other templates. Supports both Static and Dynamic sub-templates
• Contract Redlining: Permits multiple collaborators, in line with their assigned permissions and a configured approval process, to edit and agree on the terms of a contract
• Assign Multiple Signatories: Supports multiple signatories to any document that requires an electronic signature. Structures the order of signing and controls the workflow
• Embedded Input Elements: Supports embedded HTML Elements e.g. drop downs, checkbox(es), radio-buttons, text input, date input on templates that collect user inputs
• Extend Functionality With Code Snippets: Uses Custom Function Expressions that extend the application and integrate with charting software, and supports adding your own logic for rendering

The application is designed as an alternative to some of the big players such as DocuSign, Conga, Docomotion, Nintex, S-Docs, Titan.

App Terms and Conditions

3B Soft ("3B Soft" or "Company") provides the 3B Docs application (the "App") as a free service to Salesforce customers, subject to the following terms and conditions ("Terms of Service" or "TOS"). By using the App, you agree to be bound by the TOS. Exclusions: The App is not available to customers of 3B Onboarding, TargetRecruit, mPloyee, Bullhorn, or any other Applicant Tracking System (ATS) not mentioned here, as well as companies who define themselves as a Recruitment and Staffing company. Additionally, companies who install this product in order to use for their recruitment and staffing needs, even if the company is not a Recruitment or Staffing company, are also excluded from using the App. Intended Use: The App is intended to be used by companies and individuals for document creation, e-signature, and management on the Salesforce platform. The App is specifically targeted towards the Recruitment and Staffing industry, which allows 3B Soft to release the App for free to other industries. Any use of the App for recruitment and staffing purposes is strictly prohibited. Modifications to the App: 3B Soft reserves the right to modify, suspend or discontinue the App or any service, or portion thereof, with or without notice at any time, and 3B Soft will not be liable to you or any third party should it exercise such rights. Proprietary Rights: The App and all content and software associated with the App, including but not limited to text, graphics, logos, images, and software, are the property of 3B Soft and are protected by United States and international copyright and trademark laws. Warranty Disclaimer: The App is provided "as is" and 3B Soft makes no express or implied warranties or representations of any kind as to the operation of the App or the information, content, materials, or products included on the App. To the full extent permissible by applicable law, 3B Soft disclaims all warranties, express or implied, including but not limited to, implied warranties of merchantability and fitness for a particular purpose. 3B Soft will not be liable for any damages of any kind arising from the use of the App, including but not limited to direct, indirect, incidental, punitive, and consequential damages. Indemnification: You agree to defend, indemnify and hold 3B Soft, its affiliates, and their respective directors, officers, employees, and agents harmless from and against any and all third-party claims, actions or demands, liabilities and settlements including without limitation, reasonable legal and accounting fees, resulting from, or alleged to result from, your use of the App in violation of these TOS. Governing Law: These TOS and your use of the App shall be governed by and construed in accordance with the laws of the United States and the State of California, without giving effect to any principles of conflicts of law. Entire Agreement: These TOS constitute the entire agreement between you and 3B Soft regarding the use of the App, superseding any prior agreements between you and 3B Soft. Violation of TOS: 3B Soft reserves the right to seek all remedies available at law and in equity for violations of these TOS, including but not limited to the right to block access to the App.

Quick Links

• Installation Instructions