Demo · Template builder

Build a contract template,no code required.

Insert merge tags with object → field pickers and formatters, drop in pre-approved sub-templates, loop over child collections with repeat sections, and assign input fields to coloured submitters - all live in this browser. No coding, no Apex, no SOQL - the way RevOps and Legal actually use it.

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Editing · v7

MSA_Tier1.tpl · v7

Master Services Agreement · Tier 1

Sub-template · Letterhead Header

Header

Owned by Marketing · v3

"3B Soft Ltd · 500 Terry Francois St · San Francisco, CA 94158 · 3b4sf.com"

MASTER SERVICES AGREEMENT

This Agreement is made on between (the "Client"), of , and 3B Soft Ltd (the "Provider").

1. Engagement & Fees

The Provider agrees to deliver the services described in for a total fee of , payable within days. The engagement begins on .

2. Project Contacts

⟳ For eachAccount.Contacts[]alias:contact

• () -

Sub-template · Standard Indemnity

Clause

Owned by Legal · v5

"Each Party shall indemnify and hold harmless the other from and against any claims, losses, damages and expenses arising from the indemnifying Party's breach of this Agreement, capped at fees paid in the preceding twelve (12) months."

3. Project Details (filled by Client)

Project name: . Preferred kickoff date: . Engagement type: .

Sub-template · Force Majeure

Clause

Owned by Legal · v2

"Neither Party shall be liable for any failure or delay in performance under this Agreement to the extent caused by acts of God, war, riot, embargoes, acts of civil or military authorities, fire, floods, accidents, epidemics, or pandemics, provided that the affected Party gives notice within thirty (30) days."

Sub-template · Governing Law · New York

Clause

Owned by Legal · v1

"This Agreement shall be governed by and construed in accordance with the laws of the State of New York, without regard to its conflict-of-laws provisions. The Parties agree to the exclusive jurisdiction of the federal and state courts located in New York County."

4. Signatures

Signature · Submitter 1 · Client✦ Routes here

S1.Signature

S1.Date

Signature · Submitter 2 · Provider✦ Routes here

S2.Signature

S2.Date

Sub-template · Confidential Footer

Footer

Owned by Legal · v2

"CONFIDENTIAL - © 3B Soft Ltd · Page {n} of {total} · Ref: {Opportunity.Name}"

Click any merge tag, input field or block · use the toolbar above to insert · toggle Live preview to see real values

Bound to · Account · Contact · Opportunity · Quote.LineItems[] · Job__c · SystemSaved to memory · v7

Try it · click Insert merge tag, pick an object then a field, choose a formatter - or click any chip in the document to edit it in place.

What this demo proves

Four template superpowers, in one editor.

Merge tags with formatting

Pick any object then any field - your live Salesforce schema, not a hard-coded list. Wrap with a formatter:UPPER,Title Case, currency, percent, ISO / US / UK / long date.

Repeat over child records

One row perAccount.Contacts[],Quote.LineItems[], or any custom child relationship - alias the collection and reference its fields like a normal template.

Sub-templates as building blocks

Pre-approved letterheads, footers, indemnity clauses, DPAs, SLAs and governing-law paragraphs. Legal owns each one once - every contract picks them up by reference. Update the block, every live template updates.

Submitter-routed input fields

Drop string, number, date, time, datetime, select, checkbox or signature fields anywhere in the document - assign each to the Nth submitter and their colour cascades through every chip and signature pad.

A real WYSIWYG editor

All the editor you know,none of the merge-tag pain.

Tables, images, lists, track changes, comments, redlining - everything you'd expect from a modern document editor. Where 3B Doc Studio earns its keep is the layer above: merge tags, repeat sections, sub-templates and submitter routing - the bits that make a contract template Salesforce-aware.

🎯 Object → Field → Formatter

{Account.Name | Title Case}

  • Picks live from your Salesforce schema
  • UPPER · lower · Title · Capitalize
  • Currency · Percent · 4 date formats

⟳ Repeats with aliases

For each {Quote.LineItems[]} as line

  • Loops over any child relationship
  • Mix plain text, merge tags, inputs
  • Custom objects · Field paths · *__r

📑 Sub-template library

Insert {SubTemplate · DPA_EU}

  • Headers · footers · clauses · schedules
  • Owned by Legal, reused by everyone
  • One source of truth, version-pinned

✦ Submitter-coloured fields

{InputField · date · Submitter 1}

  • Each submitter has their own colour
  • String · date · time · datetime · select
  • Signature pads inherit the same routing

Ready when you are

Ready to bind this to your Salesforce contracts?

3B Doc Studio takes the templates you build here, binds them to your live objects, and pushes the result through e-sign, redlining and audit - without leaving Salesforce.

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