Category:3B Docs

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.

*The application is free for all Salesforce users except for those that use Bullhorn, TargetRecruit or define themselves as recruitment/staffing agencies. Furthermore, you are not allowed to sell this application without the prior permission of the owners 3B Soft.

Quick Links

• Installation Instructions