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Category:3B Docs: Difference between revisions
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[https://www.3bdocs.com/ 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. | |||
{| class="wikitable" | |||
|+FAQs | |||
!Question | |||
!Answer | |||
|- | |||
|Is it really free? | |||
|*Yes, the only limits you have are the ones imposed by Salesforce. | |||
|- | |||
|How do you make $$$? | |||
|We provide professional services and we target the recruitment and staffing industry specifically. | |||
|- | |||
|Can you help me get set up? | |||
|Absolutely, reach out to us via chat or email and one of our support gurus will be able to help. | |||
|- | |||
|I found a bug. | |||
|First of all, apologies. Secondly, please report it so we can fix it ASAP. | |||
|- | |||
|Do you have Beta Preview Program? | |||
|We do, please reach out to get signed up to get access to the latest releases! | |||
|- | |||
|I have an idea for a feature. | |||
|Great, reach out to us and we might get your idea on our roadmap. | |||
|- | |||
|I need a feature. | |||
|Cool, reach out to us. We may need to scope your requirement and potentially charge a development fee if the feature requested is not on our roadmap or needs to be prioritized | |||
|} | |||
<nowiki>*</nowiki>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 == | == Quick Links == | ||
* [[Installing 3B Docs|Installation Instructions]] | * [[Installing 3B Docs|Installation Instructions]] | ||