Onboarding Suite
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.
At the curical part of the process when a candidate turns into an employee, the bridge between a “placed” candidate and a “starting” employee is often where revenue is lost. Our Automated Candidate Onboarding Portals provide a secure, fast, and engaging environment that ensures compliance and professional branding from the first click.
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.
Bring structure, visibility and confidence to every stage of onboarding. 3B combines compliance, verification and reporting into a single Salesforce-native experience, so you can automate critical checks, reduce risk and keep complete oversight from day one.
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
The Studios
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
