---
title: "3b Forms Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about 3b Forms Software - reviews, pricing plans, popular comparisons to other Forms Automation products and more."
source_url: "https://www.capterra.com/p/179510/3b-Forms/"
page_type: "product"
language: "en"
---

# 

 3b Forms Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on August 26, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews)

3b Forms

## What is 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...

## What is 3b Forms used for?

[Forms Automation](https://www.capterra.com/forms-automation-software/)

Top alternative

Featured

Overall rating

Based on 3 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Contact vendor  
for pricing

Free trial  
available

Includes Free Version

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

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Do you work for 3b Forms?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.3B4SF.com&name=3b Forms)

## 3b Forms Overview

Updated August 2026

AI summary

3b Forms enables organizations of all sizes to design, automate, and manage digital forms, particularly for those integrating with Salesforce CRM. It offers drag-and-drop building, conditional logic, workflow automation, and access controls to tailor forms and processes. Delivered via cloud and web, it supports customizable data collection and secure permissions for efficient forms automation.

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### 3b Forms

4.7 (3)

VS.

[4.6 (5,308)](https://www.capterra.com/p/153140/Connecteam/reviews/)

Starting Price

Contact vendor

Starting Price

$29

Flat Rate, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

5.0 (3)

Ease Of Use

4.7 (11,512)

Value For Money

5.0 (3)

Value For Money

4.5 (7,395)

Customer Service

4.7 (3)

Customer Service

4.6 (6,478)

## 3b Forms alternatives

[Google Forms](https://www.capterra.com/p/176571/Google-Forms/)

[4.7 (11,542)](https://www.capterra.com/p/176571/Google-Forms/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

97%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/176571/Google-Forms/)

Highest Rated

[Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/)

[4.7 (17,677)](https://www.capterra.com/p/247901/Google-Workspace/reviews/)

Starting price

$7.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/247901/Google-Workspace/)

[Jotform](https://www.capterra.com/p/158456/JotForm-4-0/)

[4.7 (2,919)](https://www.capterra.com/p/158456/JotForm-4-0/reviews/)

Starting price

$39.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/158456/JotForm-4-0/)

[Docusign](https://www.capterra.com/p/121506/Docusign/)

[4.7 (9,453)](https://www.capterra.com/p/121506/Docusign/reviews/)

Starting price

$15.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

97%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/121506/Docusign/)

## FAQs about 3b Forms

Overview

### What company size and specific industries is 3b Forms built for?

3b Forms is designed for businesses of any size that use Salesforce CRM and need to collect or display data to and from customers. It is not tied to a specific industry, making it suitable for organizations across sectors that rely on Salesforce for customer data interaction.

Features and Usability

### What are the key features of 3b Forms?

3b Forms offers forms creation and design, drag-and-drop building, and conditional logic for tailoring fields and paths. Core workflow features include workflow automation and access controls/permissions, which manage who can view, edit, or submit forms and how submissions move through defined processes.

Getting Started and Support

### What training and onboarding options does 3b Forms offer?

3b Forms provides in-person training, live online sessions, webinars, and documentation to help teams get started. In-person training and live online sessions support guided setup, webinars cover shared instruction for groups, and documentation offers written reference material for self-paced learning and later review.

Getting Started and Support

### What customer support options does 3b Forms offer?

3b Forms provides Email/Help Desk, FAQ/Forum, Knowledge Base, Phone Support, and Chat. No reviewer feedback is available on support quality, so no claims can be made about response times, helpfulness, or common frustrations.

## Features

AI summary

Based on 7,051 Forms Automation reviews

Capterra reviewers point to the following as the features buyers value most in forms automation software:

-   **Customizable Forms** (**53%** of reviewers rated this feature as critical)
-   **Customizable Fields** (**53%**)
-   **Mobile Access** (**61%**)

3b Forms includes other functionality that reviewers also consider important, particularly **Forms Creation & Design** (**46%**). This feature gives teams a practical way to build and structure forms around their workflows, helping businesses capture information more consistently and providing teams with a clearer process for collecting and managing data.

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Conditional Logic

Capability of a software or system to make decisions and perform actions based on specified conditions

Drag & Drop

Assemble applications and processes by dragging over and arranging pre-built components

Forms Creation & Design

Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system

Workflow Automation

Streamlining repetitive tasks and activities through automated and predefined workflows

3b Forms 5 features

### All Features
- Access Controls/Permissions: Define levels of authorization for access to specific files or systems
- Conditional Logic: Capability of a software or system to make decisions and perform actions based on specified conditions
- Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components
- Forms Creation & Design: Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system
- Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows

---

Features

4.7 (3)

4.7

Based on 3 reviews

## Pricing

Value for money

5.0 (3)

Value for money

5.0 (3)

5.0

Based on 3 reviews

## Support, customer service and training options

Customer Service

4.7 (3)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.7 (3)

4.7

Based on 3 reviews

## User reviews

Overall rating

4.7

Based on 3 reviews

Filter by rating

5(2)

4(1)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

EW

Eric W.

Manager

Airlines/Aviation

### "Great Customer Service "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

April 24, 2020

Unfortunatley it doesn't quite work for our unique scenario but the customer service provided was amazing

Pros

\[SENSITIVE CONTENT HIDDEN\] was willing to jump on a call and show me how to try and accomplish what was needed. Super helpful

Cons

i wish you could collect data from non-Salesforce fields and publish that data to a Salesforce field.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

MH

maryam H.

Operations Director

Transportation/Trucking/Railroad

### "Excellent! "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

October 19, 2018

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.

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.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

GF

Gaby F.

Implementation Director

Information Technology and Services

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

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

8/10

October 17, 2018

Helpful support

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

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

October 23, 2018

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

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