Files are only visible to the right people at the right time. Permissions are managed centrally, reducing the risk of sensitive information being shared incorrectly.
Doc
Studio
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.
Send, sign and track documents digitally without leaving Salesforce.
e-Signature workflows are built into the process, making it easy for customers, partners, candidates, and internal teams to sign from any device. Signed documents are stored securely and made instantly available, creating a clear audit trail with zero chasing.
By removing manual steps and back-and-forth emails, documents move from creation to signature far more quickly. Automated generation and signing mean approvals happen in minutes rather than days, helping teams onboard people, partners and customers faster all whilst closing agreements sooner, keeping momentum across the entire process.
Teams can see exactly where every document sits at any point in time. Whether a document has been sent, viewed or signed is instantly visible in Salesforce, removing guesswork and follow-up chasing while giving teams full confidence that nothing is stuck or forgotten.
Every signature is captured securely with a complete audit trail. Documents are protected, tamper evident and fully traceable, giving businesses confidence that agreements stand up to scrutiny and meet compliance, governance and security requirements.
A simple, digital signing process makes life easier for customers, partners, candidates and internal teams alike. Documents arrive pre-filled, are easy to review and can be signed on any device, reducing frustration and unnecessary follow-ups. The experience feels professional, modern and respectful of their time.
Create and manage templates that automatically pull the right data from Salesforce records, eliminating rekeying and version errors.
Documents are created consistently, branded correctly and always tied back to the underlying record, so teams can move faster without compromising control.
Faster document creation removes friction from everyday operations and lets teams focus on work that actually drives value. By generating documents directly from live Salesforce data, businesses avoid manual rekeying, duplicated effort and delays caused by errors or missing information.
Duplicate data entry is one of the biggest hidden drains on productivity and data quality. When teams are forced to enter the same information across multiple systems or documents, errors creep in, records fall out of sync and confidence in the data drops.
By removing duplicate entry and using a single source of truth in Salesforce, businesses keep information accurate, consistent and up to date everywhere it is used. This reduces rework, cuts down admin time and gives teams far more confidence that the data they are relying on for decisions, compliance and reporting is actually correct.
Documents are created consistently, branded correctly and ready to send in seconds rather than hours, which speeds up onboarding, contracting and approvals.
Templates are maintained centrally in Salesforce, so updates are controlled, instantly available to everyone, and always use the latest approved content. The result is shorter cycle times, fewer mistakes, better compliance and a smoother experience for both internal teams and external stakeholders, all without adding extra admin overhead.
Categorise, store, organise and access relevant files securely within Salesforce.
File management keeps all onboarding, compliance and contract documents linked to the right records, with permissions and structure that scale as volume grows.
No lost files, no fragmented storage and no reliance on external folders.
Documents are stored against the correct Salesforce records and are easy to find when they are needed. Teams spend less time searching through folders, inboxes or shared drives and more time getting work done.
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 with all progress visible in real time, sorting completed files automatically into categories
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 Doc Studio simplifies generation, signing, contract management and file control, all while improving data quality, reducing risk and removing manual effort at scale.
Book a walkthrough with one of our friendly team and experience how it works 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
