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Description

3B Forms allows you to collect data from customers and save it to Salesforce. The tool is easy to use, requires little setup and has powerful features such as: Pre-population support - Rule engine to control data inputs - Parent and child related objects - PDF generation - Merge-mapping multiple objects - Custom styling - Mobile and desktop friendly - Supports embedding and site templates. - Deep customization capabilities Mailing forms from the standard Salesforce report - Many more... This tool is used in Recruitment and Marketing, Healthcare, Retail, Agencies, and Marketing. When we went ahead with the design and development of the app, we wanted to make sure that we have all the best features from our competitors rounded up in a beautiful and intuitive design. And of course, we realize that there are an unlimited number of ways our clients will use the app, so we created Open API to aide our customers to deeply integrate forms into their existing solutions.

Description

Automate any part of your legal practice. Create smarter ways to work, take control of your time, and better serve more clients. Gavel is powerful document automation software to create custom webforms that populate data into your Word or PDF documents. Users save 90% of drafting time. Features include: Elevated documents: Automatically generate accurate, customized, and perfectly formatted documents. Powerful workflows: Streamline and collaborate on any internal or client-facing process. Seamless client collaboration: Effortlessly onboard and interact with clients through client intake and client portal. New revenue opportunities: Package, deliver, and charge for digital legal services. Secure, centralized data: Organize, search, and connect client data from anywhere.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Salesforce
Axis LMS
Clio
Docusign
Google Analytics
LegalServer
Stackreaction
Zapier

Integrations

Salesforce
Axis LMS
Clio
Docusign
Google Analytics
LegalServer
Stackreaction
Zapier

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$83 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

3B Soft

Founded

2017

Country

United Kingdom

Website

www.3bforms.com

Vendor Details

Company Name

Gavel

Founded

2019

Country

United States

Website

www.gavel.io

Product Features

Forms Automation

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

Product Features

Document Control

Archiving & Retention
Automated Routing
Change Management
Compliance Management
Electronic Signature
Escalation Management
Periodic Review
Version Control

Document Generation

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Document Version Control

Access Controls/Permissions
Approval Process Control
Archiving & Retention
Audit Trail
Commenting / Notes
Document Check-in / Check-out
For Engineering Documents
Revision History
Version Comparison
Version Rollback

Forms Automation

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

Legal Document Management

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

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