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What is TemplatesGo?

Bid farewell to the monotonous chores of printing, scanning, or exchanging documents through email; instead, reinvent your paperwork into simple, fillable forms that speed up both the completion process and the finalization of deals. With the user-friendly platform offered by TemplatesGo, you can swiftly enter client details and wrap up proposals, contracts, or any essential documents in mere minutes. Our straightforward interface empowers you to transform your existing documents into fillable forms easily, allowing anyone to complete and access these forms without the hassle of dealing with file formats such as PDF, Word, or Mac Pages. You can rapidly fill out forms and effortlessly review documents, as our groundbreaking technology enhances the document processing experience while ensuring precision and clarity in both structure and content. Moreover, you have the flexibility to modify and reuse your forms at any time, which guarantees that your workflow remains fluid and responsive to evolving demands. This not only boosts efficiency but also saves valuable time that can be redirected towards more critical aspects of your work.

What is 3B Forms?

3B Forms enables users to gather information from clients and seamlessly integrate it with Salesforce. This user-friendly tool minimizes setup time and boasts a variety of robust features, including: - Support for pre-population - A rule engine to manage data entries - Relationships between parent and child objects - PDF generation capabilities - Merge-mapping for various objects - Customizable styling options - Compatibility with both mobile devices and desktops - Support for embedding and site templates - Extensive customization possibilities - Mailing forms directly from standard Salesforce reports - And much more... The application finds utility in sectors such as Recruitment, Marketing, Healthcare, Retail, and Agencies. During the design and development phase, we prioritized incorporating the most effective features from our competitors into an elegant and user-friendly interface. Understanding the diverse ways our clients might utilize the application, we also developed an Open API to facilitate seamless integration of forms into their existing systems, ensuring a versatile and adaptable solution for all users.

Media

Media

Integrations Supported

Microsoft Word
Pages
Salesforce

Integrations Supported

Microsoft Word
Pages
Salesforce

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

TemplatesGo

Date Founded

2022

Company Location

Spain

Company Website

templatesgo.com

Company Facts

Organization Name

3B Soft

Date Founded

2017

Company Location

United Kingdom

Company Website

www.3bforms.com

Categories and Features

Document Generation

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

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

Categories and 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

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