3B Forms is a flexible, Salesforce-native drag-and-drop form builder that’s perfect for any business, no matter what you’re collecting.
Whether it’s personal info, compliance details, customer feedback, leads, or referrals, 3B Forms makes it easy to gather data quickly and smoothly.
You can connect to any standard or custom Salesforce object, and your data flows straight back into Salesforce without any delays. Plus, you can fully customise your forms to match your brand, add smart conditional logic, validate data to keep it clean, and even let people upload files with AI-powered data extraction to make things even easier.
With 3B Forms, creating tailored, professional forms that simplify your workflows and improve your data has never been easier.
At the heart of 3B Forms is a drag-and-drop builder that lets anyone create complex forms quickly and easily with no coding required. It speeds up form creation and makes deployment a breeze.
With a rich array of form elements at your fingertips, 3B Forms empowers organisations to design forms that capture specific data points. From simple text inputs to complex matrix questions, the platform caters to diverse form creation needs.
3B Forms includes full styling options, so you can tailor forms to match your brand and deliver a consistent, professional experience every time.
3B Portals & Apps offer businesses a fully tailored solution for building branded, highly customisable portals and applications without any coding required. Featuring an intuitive drag-and-drop interface, anyone can easily create seamless, engaging experiences for clients, candidates, or internal teams.
3B Portals help you attract, engage, and retain talent by providing a single, branded hub where users can access documents, checklists, and tasks all in one place.
Simplify how clients manage roles, approvals and timesheets by giving them a secure self-service portal that keeps everything in one place. Clients can request candidates, review CVs, approve hours and view key metrics without constant back-and-forth, while you retain full control through role-based permissions. The result is less admin, faster response times and a seamless experience across desktop and mobile.
From job search to onboarding, everything sits in one place through a single candidate portal. Candidates are guided seamlessly from registration and job matching through to document upload, onboarding and shift management, removing confusion and reducing the need for chasing. The experience is fully branded to feel like a natural extension of your business, mobile-friendly and easy to use, with real-time updates on shifts, compliance status and next steps, all connected directly to your Salesforce ATS and workforce management tools.
We build custom mobile apps through the portal builder that mirror your processes and branding, giving users the ability to take action wherever they are. Each app is tailored to your specific use case, available on iOS and Android, and designed for on-the-go candidates or field-based teams. Everything integrates seamlessly with your Salesforce setup, so it works as a natural extension of your existing workflows.
Manage contracts from creation through to renewal and expiry in one place.
3B’s CLM features give teams visibility into contract status, key dates and obligations, reducing risk and preventing missed renewals.
Built-in redlining makes it easy to propose, review, and approve changes with tracked edits and a clear audit trail, all within Salesforce. Contracts stay connected and visible to relevant users, so nothing is hidden in inboxes or shared drives.
Key dates such as renewals, expiries and review points are automatically tracked and surfaced. This ensures nothing is missed, reduces reliance on spreadsheets or memory and helps teams stay ahead of important contractual obligations.
Teams can negotiate contracts directly in Salesforce with tracked changes, comments, and highlighting built into the process. Multiple collaborators can review and propose edits in parallel, with permissions controlled from Salesforce to keep negotiation structured, secure, and auditable.
Routine contracts can be created and managed without constant legal involvement. Legal teams are brought in only when exceptions arise or templates are to be changed, freeing them up to focus on higher value, complex work.
Clear visibility of contract terms, expiry dates and pricing structures – combined with the power of Salesforce Flow – makes renewals proactive rather than reactive. Teams are better positioned to renegotiate, upsell or extend agreements at the right moment.
01 Connect | Doc Studio is simply set up and configured for the way you work. By using live data from your people, clients and workflows, every document is tied to the right record from the start.
02 Create | Documents, contracts and forms are generated using approved templates, ensuring consistency, accuracy and brand control without manual effort.
03 Execute | Documents are sent for e-signature and approval as part of the workflow. Progress is visible in real time, with completed files automatically categorised, stored and linked.
04 Control | Contracts and files are governed centrally, with clear visibility of status, history and key dates, reducing risk as volume grows.
Yes: 3B Doc Studio is built to run inside Salesforce, using standard objects and live data. There is no need to sync documents across external systems
It supports document generation, e-signatures, contracts and general operational files, including onboarding documents, manuals, agreements, compliance records, certificates, and client paperwork
In many cases, yes. Doc Studio removes the need for separate document generation, signing and storage tools by bringing everything into one Salesforce-native experience
All documents are stored within Salesforce with permission based access. Files remain attached to the correct records, making them easy to retrieve and audit
Yes. 3B Doc Studio and all of the products we offer, built on Salesforce, are designed to handle high document volumes without increasing manual work, maintaining performance, structure and control as your business operations grow
Yes. Templates, workflows and access controls can be configured to support different business units, geographies and compliance requirements
The 3B Onboarding Suite streamlines compliance, document collection and candidate clearance, helping you place people faster while reducing risk and manual effort at scale.
Book a walkthrough with one of our friendly team and see how onboarding works seamlessly in your Salesforce environment
Engage Studio
To build and customise Forms, Portals and Apps right in your system, so your environment is always up to date, no matter where you embed them
Accelerator Packages
Check out the 3B pre-built suites. These are our configurable packages which cover our cutting-edge AI options, Onboarding, Workforce Management, inc. time tracking & scheduling and Vendor Management options
