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3B Agentic CLM

Effortless Contract Management, Seamlessly Built on Salesforce

Overview

3B CLM is a comprehensive contract lifecycle management solution designed to streamline contract creation, negotiation, and execution. Built on Salesforce, it offers advanced features for tracking, managing, and analyzing contracts, empowering businesses

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  • Built entirely on Salesforce, ensuring seamless integration and optimal performance within your existing CRM.

  • Automates approval workflows to save time and eliminate bottlenecks in your contract processes.

  • Redlining Without External Tools Review, edit, and collaborate on contracts directly within Salesforce—no Word documents required.

  • Integrated Digital Signatures Enable fast, secure, and paperless signing, reducing time-to-contract.

  • Dynamic Document Generation Create contracts instantly from any Salesforce object or field using customizable templates.

  • PDF Upload for Signing Upload existing PDFs for immediate signing or amendments, offering flexibility and convenience.

  • Real-Time Collaboration Collaborate on contracts in real-time with visibility into changes and progress, enhancing team efficiency.

  • Customizable and Secure Tailor workflows, templates, and permissions to fit your unique needs, all while adhering to Salesforce's robust security standards.

  • Complete Audit Trails Maintain compliance and transparency with detailed records of every change, review, and approval.

Our Contract Lifecycle Management (CLM) solution is a 100% Salesforce-native app designed to simplify and streamline the complexities of contract management. With features like automated workflows, real-time collaboration, and seamless integrations, our solution empowers businesses to save time, reduce errors, and stay compliant.

Categories

Business Needs
Contract Management
Document Generation
Document Management
Industries
Horizontal Product
Financial Services
Healthcare & Life Sciences
Personas
Administrator
Business Operations Manager
Consultant
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Agentforce
Managed Package

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