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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

DoxFlowy is an innovative, no-code document automation platform powered by AI, crafted to enhance the efficiency of generating professional and compliant documents across various sectors like HR, legal, operations, and finance. This platform empowers users to automate their document workflows via dynamic templates, user-friendly data collection forms, and extensive integrations with existing software solutions. Users can either upload pre-existing documents, start new ones from scratch, or take advantage of a collection of templates approved by legal experts. Additionally, DoxFlowy automatically crafts customizable questionnaires linked to these templates, ensuring that users can create documents without errors based on their provided information. The platform also features electronic signature capabilities, offering a straightforward and intuitive signing experience that is both legally binding and compliant, all while maintaining a built-in, tamper-proof audit trail. Furthermore, DoxFlowy seamlessly integrates with leading CRMs, marketing tools, HR applications, and more, enabling the automation of the entire document lifecycle and enhancing productivity across various functions. As a result, businesses can significantly reduce the time and resources spent on document management while ensuring compliance and accuracy.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Google Drive No 
Salesforce Yes 

Integrations

Google Drive Yes 
Salesforce No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version Yes 

Pricing Details

$499 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

3B Soft

Founded

2017

Country

United Kingdom

Website

www.3bforms.com

Vendor Details

Company Name

DoxFlowy

Founded

2023

Country

United States

Website

doxflowy.com

Product Features

Forms Automation

Approval Process Control No 
Archiving & Retention Yes 
Collaboration No 
Document Indexing No 
Drag & Drop Yes 
Full Text Search No 
Remote Document Access No 
Rules-Based Workflow Yes 
Text Editing Yes 
Version Control Yes 

Product Features

Document Generation

Batch Processing No 
Collaboration No 
Digital Signature No 
Interaction Tracking No 
Multiple Output Formats No 
Templates No 

Forms Automation

Approval Process Control No 
Archiving & Retention No 
Collaboration No 
Document Indexing No 
Drag & Drop No 
Full Text Search No 
Remote Document Access No 
Rules-Based Workflow No 
Text Editing No 
Version Control No 

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