3B Go brings together the power of Forms, CLM (e-signature) and Portals into a single, enterprise-grade onboarding suite. Each component is strong on its own, but when combined, they create a seamless, end-to-end onboarding experience that is faster, more consistent and easier to manage.
For candidates, workers and clients, onboarding feels simple and intuitive. Every interaction is fully branded, mobile friendly and guided, creating a professional experience that builds trust from the first touchpoint. Instead of juggling emails, links and documents across different systems, everything happens in one clear journey.
For your business, this unified approach removes friction, reduces errors and significantly decreases candidate drop-out. Data flows cleanly through Salesforce, compliance happens automatically, and progress is visible at every stage, all while reinforcing your brand as organised, credible and easy to work with.
Key benefits of 3B Go Onboarding:
A seamless, fully branded onboarding journey that builds trust and confidence
Lower candidate drop-out through clear, guided self-service experiences
Faster time to completion with fewer manual handovers and follow-ups
A single source of truth in Salesforce for data, documents and compliance
Smart Data Capture and Forms
Use the 3B Forms builder to collect information quickly, consistently and with zero coding. Fully brandable, conditional and Salesforce native, forms feed directly into your CRM for clean, accurate data that fuels the rest of the onboarding journey.
Comprehensive Compliance and Credentialing
Built into the onboarding flow, automated compliance checks and credentialing ensure you meet regulatory requirements without back-and-forth emails, spreadsheets or manual audits. From screening to document verification and reporting, everything is tracked and auditable.
Contracts and e-Signature with CLM
Generate, review, negotiate and sign contracts without leaving Salesforce. The CLM component combines document generation and secure e-signature so offers, contracts and agreements are fast, accurate and fully traceable.
Branded, Self-Service Portals
3B Portals give candidates and clients a central, branded hub where they can upload documents, complete tasks, check progress and access resources anytime. Fully mobile friendly and customisable, portals reduce admin and boost engagement.
Built Native on Salesforce
Every element of 3B go lives inside Salesforce. There are no clunky integrations or sync issues. Data flows naturally, automation triggers run reliably, and your whole business gets a single source of tru
Outcomes You Can See
Faster onboarding cycles with fewer manual handovers
Higher compliance and lower risk through automated checks and audit trails
Better experience for candidates and clients with self-serve portals
Reduced operational effort so your team focuses on value not admin
01 Capture the right data, once
Everything starts with structured data capture. Using Salesforce-native forms, candidates, workers, clients or suppliers submit information through branded, mobile-friendly journeys. Conditional logic ensures you only ask what is relevant, reducing friction and errors from the outset.
02 Automate compliance and checks
As data and documents are submitted, onboarding workflows trigger automatically. Compliance rules, credential checks and approvals run in the background, removing manual follow-ups and creating a clear audit trail inside Salesforce.
03 Generate contracts and collect e-signatures
Offers, contracts and agreements are generated from live Salesforce data. Documents are sent for secure e-signature as part of the same onboarding flow, ensuring accuracy, speed and full visibility from draft to completion.
04 Guide users through a self-service portal
Candidates and clients access a branded onboarding portal where they can complete tasks, upload documents, track progress and receive updates. This keeps everyone informed while dramatically reducing admin effort for your team.
05 Everything stays connected in Salesforce
All data, documents and actions live natively in Salesforce. There is no syncing, no duplication and no loss of visibility. This creates a single source of truth that feeds reporting, automation, AI and downstream processes.
3B go is the complete onboarding suite from 3B. It combines Forms, compliance workflows, Contract Lifecycle Management with e-signature, and branded portals into a single, end-to-end onboarding experience built natively on Salesforce.
Yes. Each component can be deployed independently to solve a specific problem. Many customers start this way. 3B go brings these tools together into a unified onboarding journey for greater efficiency, control and scale.
Disconnected tools create gaps, manual work and risk. A unified suite ensures data flows seamlessly from capture to compliance to contract to completion, delivering better experiences and stronger operational control.
3B go is used by recruitment agencies, staffing businesses and end-customer organisations that need to onboard people, clients or suppliers at scale, while maintaining compliance and delivering a strong experience.
Highly configurable. Forms, workflows, approvals, portals and documents can all be tailored to match your brand, processes and regulatory requirements without heavy development.
Yes. The platform is designed for high-volume, repeatable onboarding while maintaining accuracy, consistency and compliance across every journey.
Whether you are managing thousands of candidates or complex compliance workflows,
3B AI helps your teams move faster with confidence.
