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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
IndyForms, an easy-to-use digital form and document system, automates administrative tasks and eliminates paperwork. This allows businesses to operate efficiently while remaining compliant.
Users can easily create forms, including contracts, registrations, and more, using an AI-powered designer and a template library. This allows them to manage and analyse data, as well as capture and manage it.
Conditions simplify submissions. Forms can include interactive elements such as videos, include legally binding eSignatures, and even collect payments.
Real-time collaboration with your team or external stakeholders. Assign action items to forms to ensure that obligations are met. Documents can be stored securely and accessed easily in a single platform. Versions are controlled with updates in real-time.
Automated workflows can handle approvals, recurring commitments, due dates, and reminders. Users can also track progress and late items at a glance.
API Access
Has API
API Access
Has API
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$10/Admin Licence/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
IndyForms
Founded
2022
Country
Australia
Website
indyforms.com
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 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
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
