Contracts sit at the centre of revenue, compliance and trust, yet in many organisations they are still created manually, shared over email and tracked outside the CRM. This leads to broken processes where versions are unclear, approvals take too long, signatures are delayed and visibility is lost. The result is slower deal cycles, increased risk and a frustrating experience for both internal teams and external stakeholders.
3B CLM removes this friction by keeping the entire contract lifecycle native to Salesforce, from document creation through to signature and secure storage, delivering clear operational and commercial benefits:
A single source of truth for all contracts and agreements
Faster approvals and signatures with automated workflows
Reduced errors through data-driven document generation
Improved visibility and accountability across every stage
Built-in auditability and compliance without manual effort
Built to Work Alone or as Part of 3B Go
3B CLM is powerful as a standalone solution for organisations that want to streamline contract creation and signing.
When used as part of 3B Go, CLM becomes a natural step in the onboarding flow, automatically triggered once compliance, data capture or approvals are complete. This creates a seamless experience for candidates, clients and internal teams alike.
Key Benefits of 3B CLM
01 Generate documents from live Salesforce data
Contracts, offers and agreements are generated automatically using real-time Salesforce data. This removes rekeying, reduces errors and ensures every document follows approved templates and rules.
02 Apply approvals and controls automatically
Built-in approval workflows ensure the right people sign off at the right time. Rules can be applied based on role, value, region or contract type, creating consistency without slowing teams down.
03 Send for secure e-signature
Documents are sent for secure, legally binding e-signature directly from Salesforce. Recipients sign digitally, on any device, without needing separate tools or logins.
04 Track status in real time
See exactly where every contract sits, from draft to signed. Status updates, reminders and timestamps are captured automatically, giving full visibility and accountability.
05 Store everything in Salesforce
Signed documents are stored securely against the relevant Salesforce records, creating a complete audit trail that supports compliance, reporting and future automation.
3B CLM is a Salesforce-native Contract Lifecycle Management solution that handles document generation, approvals and e-signature within a single connected workflow.
Yes. CLM can be deployed independently to manage contracts and signatures. It also integrates seamlessly into 3B Go for end-to-end onboarding.
Disconnected tools create gaps, manual work and risk. A unified suite ensures data flows seamlessly from capture to compliance to contract to completion, delivering better experiences and stronger operational control.
3B go is used by recruitment agencies, staffing businesses and end-customer organisations that need to onboard people, clients or suppliers at scale, while maintaining compliance and delivering a strong experience.
Yes. The platform is designed for high-volume, repeatable onboarding while maintaining accuracy, consistency and compliance across every journey.
Whether you are managing thousands of candidates or complex compliance workflows,
3B AI helps your teams move faster with confidence.
