Who Uses This Software?

Any business using the Salesforce CRM with the need to collect/display data to/from customers.


Average Ratings

2 Reviews

  • 4.5 / 5
    Overall

  • 5 / 5
    Ease of Use

  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Pricing Details
    Free for anyone not requiring SLAs, Paid for integrations & Enterprise clie
  • Free Version
    Yes
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • 3B Soft
  • www.3bforms.com
  • Founded 2018
  • United Kingdom

About 3b Forms

Native Forms for Salesforce - 3B Forms enables the full digitalization of your business. Build powerful forms which record data directly on your Salesforce environment, using the latest security protocols. Main Features: - Record pre-population - Customization - e-signature & contracts - user tracking & origin control - Rule Engine to add conditional logic - Related Clild and Parent records - Big attachments - Custom fields like Rating, Data Tables, HTML embeds and many more...


3b Forms Features

  • Approval Process Control
  • Archiving & Retention
  • Collaboration
  • Document Indexing
  • Drag & Drop
  • Full Text Search
  • Remote Document Access
  • Rules-Based Workflow
  • Text Editing
  • Version Control

3b Forms Reviews Recently Reviewed!


Excellent!

Oct 19, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Very easy to use as its very intuitive so training time is minimal.

Cons: Nothing, works really easy and well with our existing processes.

Overall: Great tool that helped with Worker Onboarding, Document collection and Employment contracts. Super easy and intuitive to use. Quick and informative support. Really helped streamline our processes.

Forms to combine with our offering - using for expenses and contracts

Oct 17, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: Relieving us of excels and emails, store data in mid process until completion. We can create employment contracts and save them as PDFs

Cons: Requires good Salesforce skills to implement - we need to manage permissions in order for fields to appear on the forms

Overall: Helpful support

Vendor Response

by 3B Soft on October 23, 2018

Huge thanks for the review! Glad to be working together.