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3B Soft Ltd, 3rd Floor, 86-90 Paul Street, London, EC2A 4NE
info@3b4sf.com

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3B CLM

Managing contracts doesn’t have to be complex or time-consuming. At 3B, our Contract Lifecycle Management (CLM) solution, seamlessly integrated with Salesforce, streamlines the entire contract process. With 3B CLM, you can efficiently handle contract creation, execution, and renewal, while ensuring compliance and minimizing risk.
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3B AI Automation Platform Work Smarter/ Move Faster/ Stay Ahead 

tailored solutionsEnhance Efficiency & Authenticity

Our platform combines 3B Docs for automated document generation and 3B Sign for secure e-signatures into a single, user-friendly solution. This integration facilitates quick, secure contract management with support for Qualified Electronic Signatures (QES), enhancing efficiency and authenticity across all industries. 

  • Seamless Salesforce Integration 
    Leverage the full potential of Salesforce to manage contracts without leaving your CRM. 
  • Automation of Key Stages 
    Automate key processes such as approvals, reminders, and renewals, minimizing manual efforts and save time. 
  • Enhanced Collaboration 
    Collaborate with internal teams and external stakeholders in real time, ensuring transparency and faster negotiations. 
  • Compliance and Security 
    Ensure contracts meet legal and regulatory requirements with built-in compliance tools and secure storage. 
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Generate Documents

uild custom contracts, proposals, quotes and invoices directly in Salesforce, or upload existing PDF documents in seconds, all without a single line of code. With 3B for Salesforce, you remove manual paperwork and optimise efficiency.

Sign Agreements

Securely sign contracts via 3B Sign, eliminating the need for manual signatures.

Redlining

Collaborate with others to manage and improve contract reviews, streamlining workflows to create a faster and easier process.

featuresStreamlined Automation

3B CLM includes features like: 

  • Configurable dashboards to monitor contract stages and processes 
  • Automated, rule-based workflows with conditional routing for reviews and approvals  
  • Editing and collaboration features, such as real-time comments and tasks, similar to Microsoft Word and Google Docs 
  • Seamless integration with Salesforce to ensure accurate record collection 
  • A centralised repository for agreements with granular access permissions 
3B CLM
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