Introducing 3B Documents & Electronic Signatures

An application built natively on the Salesforce platform that structures and generates electronic documents and manages collection of required signatures from both Salesforce and non-Salesforce sources.

The application is created using cutting edge technologies that scale without the added transaction costs of third-party software. Agreements are safely and centrally stored for easy access, search, and retrieval. 3B streamlines agreement preparation, supports redlining, facilitates collaboration and maintains approvals.

  • 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
  • Coming Soon! 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

Use 3B E-Sign to get generated documents signed securely. Go to 3B E-Sign

Comparison With Other Generators

Not all products are made the same. Here is a quick table to let you compare between the different offerings available on the Salesforce platform.

Note: to use the PDF as an input format, you must use our 3B Sign application

Interested in Learning More?

Jump to our Knowledge Base to learn how to implement 3B Docs in your org.

  • Book a Demo
    Support rendering repeatable blocks with multiple nested child related objects
  • Get Support or Report Issues
    Send us an email or raise a case and one of our support representatives will be in touch with you very soon
  • Recommend App Improvements
    We want to hear from you and improve our products. Feel free to reach out to us using the support channels

Download the application by searching "3B Docs" in the AppExchange

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