Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

3B CLM - Document Generation, Redlining & e-Signature

Effortless Contract Management, Seamlessly Built on Salesforce

$49.99   USD/user/month

Discounts available for nonprofits

Try It
Industries
Financial Services
Government
Healthcare & Life Sciences
Business Need
Marketing
Contract Management
Document Generation
Requires
None
Compatible With
Sales Cloud
Service Cloud
Platform Cloud

Highlights

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.

Provider Details

3B for Salesforce
London, UK
Founded
2018
Phone
+447583331473

3B for Salesforce specializes in providing Salesforce solutions tailored to the staffing industry. We empower staffing agencies to streamline their operations, improve candidate and client management, and drive business growth with customized Salesforce solutions. From recruitment automation and CRM optimization to data insights and integration, our expert team helps staffing firms maximize the efficiency of their Salesforce platform, enabling them to deliver exceptional service and stay ahead in a competitive market.

Pricing Details

You must pay to use this solution. Discounts are available for nonprofits.

Includes unlimited templates, documents and submissions.

Unlimited

$49.99 USD/user/month

More From This Provider

by 3B for Salesforce
3B Forms is a Salesforce-native, no-code form builder that empowers teams to create branded, mobile-first online forms. Collect accurate data, manage file uploads, and guide users with conditional logic — all seamlessly integrated with Salesforce.

by 3B for Salesforce
No Ratings
Revolutionize recruitment with 3B AI Recruitment Agent—an AI-powered tool for candidate registration, screening, shift management, and onboarding. Streamline hiring, reduce manual tasks, and enhance candidate engagement seamlessly within Salesforce.

by 3B for Salesforce
3B WFM delivers fast, flexible scheduling for dynamic, high-volume workforces—spanning healthcare, industrial, retail, hospitality, and more. From contract placements to real-time shift management, we keep your workforce covered, compliant, and connected.

by 3B for Salesforce
No Ratings
3B Forms is a Salesforce-native, no-code form builder that empowers teams to create branded, mobile-first online forms. Collect accurate data, manage file uploads, and guide users with conditional logic — all seamlessly integrated with Salesforce.