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3B CLM - Document Generation, Redlining & e-Signature
Effortless Contract Management, Seamlessly Built on Salesforce
- Industries
- Financial ServicesGovernmentHealthcare & Life Sciences
- Business Need
- MarketingContract ManagementDocument Generation
- Requires
- None
- Compatible With
- Sales CloudService CloudPlatform Cloud
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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Showing 3 of 3 Reviews
Nothing was too much trouble for Pete!
We just moved to a Salesforce ATS and we needed a solution to generate candidate and client contracts using merge fields from various records. We had over 60 templates required for go-live and the 3B team helped us create these, and provided us with appropriate training to be able to take on this task when we needed to create additional templates. We required a few little tweaks post go-live that Pete and the team were more than happy to facilitate. Pete was engaging, courteous, on time to meetings (even when they were super early for him in the UK!) and overall he was brilliant to work with. The support team have been great post go-live, resolving tickets promptly. We are very happy with the solution that was tailored to our complex environment and processes. Highly recommend!
Very poor customer support
I have contacted them 3 times to ask for help with form tracking and had no response, I just get an email saying case has been opened and then I hear nothing back.
Exceptional Document Generation Tool
The team at 3B have created an exceptional document tool. It simplifies the document generation process significantly for any data which exists in your org and it is Salesforce native. If you are looking for a doc generation tool, this is certainly a very good option and I highly recommend it.
My team has chased you a number of times and liaised with another member of your team to help you with your queries. Even though our team managed to address all of your "urgent questions", you still failed to respond to my emails. Your team asked us to perform some pro-bono work for an application that is already license free. I urge you to avoid using our applications and sign up for one of the paid apps like FormStack or Form Titan where you can get all of the support you need for a very competitive price. Lastly, you left your review for 3B Forms app under the 3B Docs app - this has huge implications on our listing and I do kindly ask to try 3B Docs before you leave a review.