airSlate

by airSlate

Document workflow automation solution

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Flow creator

Create a visual representation of any workflow with the new and intuitive drag-and-drop interface. Automate real-time conditional routing and role assignments that allow for no-code workflow setup and deployment in minutes.

Visualize the process with drag and drop workflow elements

  • Add documents or forms to be filled out and eSigned at every step of your workflow. Drag and drop workflow steps in sequential order or use branches with multiple steps to be executed in parallel.

Configure and display automation for each step

  • Assign roles and set document access permissions. Route documents between your recipients or CRM contacts. Follow no-code conditional logic to automate sequential and parallel routing based on real-time data.

Add automation and start your workflow with a single click

  • Add and configure Bots to automate any action within a workflow. Run your workflow from airSlate or integrate multiple systems of record to start a workflow directly from your CRM.

eSignatures

Sign and send documents for signing from your automated workflows on any device. Quickly configure & deploy legally binding eSignatures for your documents, contracts, and web forms. Automate, assign roles, add notifications, and integrate with CRMs and databases using 100+ no-code Bots.

Securely store signed documents

  • Keep your legally-signed documents secure by exporting or archiving them to the cloud storage or CRM of your choice.

Create a document template

  • Make it easy for recipients to sign documents in seconds. Upload a .pdf, .docx or .ppt file and add signature fields anywhere you need.

Assign roles and access permissions

  • Assign signature fields to teammates and partners and define their level of access. Recipients can securely approve your documents in seconds.

No-сode RPA

Use no-code airSlate Bots to automate routing, approvals, data analytics, and notifications. Set up Bots in minutes to trigger specific events or transfer information once data is received.

Intuitive interface and setup

  • Anyone can configure and deploy airSlate Bots, no coding experience is necessary. Follow simple ‘if-this-then-that logic to set up conditions and tasks for Bot automation in minutes.

Get your custom Bot in a week

  • Can’t find the Bot you need for a specific task? Feel free to request it from the airSlate team. If they don’t have it in the library, they’ll create a new one for you in a week.

Integration and Automation Bots

  • Choose from 100+ Bots working simultaneously to complete routine tasks. airSlate Bots send reminders, assign permissions, transfer data, and integrate with the services you already use.

Contract negotiation

Author contracts and pre-fill them with data from multiple systems of record such as CRMs, spreadsheets, or SQL databases. Share contracts with partners to redline and comment on. Track changes and finalize documents with your eSignature.

Author contracts from DOCX and PDF templates

  • Edit your existing contracts and create new ones from DOCX or PDF documents. Integrate with multiple systems of record and cloud apps to manage your business on a single platform.

Streamline negotiation processes using no-code airSlate Bots

  • Set up no-code airSlate Bots to send notifications any time a change is made to a contract, issue reminders for deadlines, archive after approval, and much more. Automate role-based contract routing when eSigning.

Connect contract negotiation with invoicing, payments and renewals

  • Configure a complete agreement workflow that includes order forms, contracts, invoices, payments, and more. Integrate multiple systems of record to pull and push data and archive contracts.

Document generation

Automate the process of creating agreements, contracts, reports, and forms. Generate modifiable documents or PDFs with fillable fields. Connect document templates to your systems of record using no-code airSlate Bots.

Transfer data between a template and systems of record

  • Integrate templates with any system of record or cloud app using no-code Bots. Pull and push data to automatically populate templates, update original records, or create new ones.

Generate documents from DOCX and PDF templates

  • Transform any DOCX or PDF into a document template by adding custom tags and fillable fields. Use the no-code drag-and-drop editor to create a new template from scratch.

Built-in robotic process automation

  • Easy-to-configure Bots automate any repetitive task. From document generation to sending reminders, set up any workflow in minutes. No coding, APIs, or expensive configurations.

Online surveys

Configure simple or multi-step condition-based surveys to collect feedback, evaluations, and launch online registrations. Integrate with CRMs and other cloud services to transfer data between their systems and your surveys.

Create survey templates from scratch or with PDFs

  • Turn PDFs into feedback collection forms or create surveys from scratch using the web form builder. Add actionable fields such as tables, formulas, radio buttons, and more using tools not available in traditional survey makers.

Customize your surveys with an array of tools

  • Create a custom welcome form and add reminders and notifications. Set up conditions within a survey, provide different levels of access, collect eSignatures, and accept payments ‒ all with a single online form.

Integrate using no-code Bots

  • Use 100+ no-code Bots to integrate with multiple services. Pre-fill surveys with data from your services and other documents, then transfer survey results back into your documents and systems of record.

Web forms

Integrate payment collection into contract negotiation, quote creation, invoicing, or accounting processes. Allow your customers to pay fast and eliminate delays and risk of nonpayment. Automate quoting and payments without having to write a single line of code.

Mobile-first no-code web forms

  • Build dynamic mobile-friendly web forms using the no-code graphical editor. Add signature and text fields, dropdowns, formula fields, tables, radio buttons, and checkboxes.

Conditional and assignable fields

  • Assign fields to recipients and create conditional fields. Mark fields as required, if necessary. Set up multi-signature workflows to establish a signing order for your web forms.

Integrated no-code robotic process automation

  • Set up Integration Bots to pre-populate fields from single or multiple systems of record. Configure Automation Bots to send notifications and reminders, route data, and assign fields.

Process analytics

Analyze the key metrics of your business processes including order forms received, contracts signed, and invoices paid. Visualize complex data using widgets and concise graphs, as well as tracking any changes with an Audit Trail.

Analytics widgets

  • Configure a dashboard widget to display a precise graph for every business process you want to track including contracts signed and archived, payments collected, and more.

Custom reports

  • Create and download PDF, CSV, or XLS reports based on any field in a document, data value, or activity in your Workspace. Customize the data you review and focus on the most vital events in your business.

Real-time Audit Trail

  • Track all Workspace access and workflow changes made by admins, team members, and business partners in real-time to ensure security and compliance, and identify potential sources for problems.

PDF editing

Author PDFs or edit original content in your contracts, agreements, and document templates. Annotate, blackout, highlight, and add images to PDF documents without having to integrate third-party apps or install expensive software.

Edit all your PDFs without leaving airSlate

  • Change PDF text and graphics just like you would in a text editor. Use highlights and text boxes to emphasize information. Annotate and comment on a PDF for improved collaboration. Blackout confidential data.

Create stunning PDF documents from scratch

  • Create a PDF as if you’re writing in a Word document. With the airSlate PDF editor, you’re adding more than just text. Add fillable fields for signatures, initials, date, checkbox, dropdown, numbers, and much more.

Transfer data between documents and systems of record

  • Bring your PDF documents to life with fillable fields and 100+ no-code airSlate Bots. Automate data transfers between fillable fields in your PDFs and multiple systems of record, such as CRMs or spreadsheets.

Contract management

Automate your contract management lifecycle with airSlate. Generate quotes, contracts, orders, and invoices while receiving payments and tracking contract execution. Automate every step of the sales and procurement process by integrating with a single platform.

Author contracts from DOCX and PDF templates

  • Edit your existing contracts and create new ones from DOCX or PDF documents. Integrate with multiple systems of record and cloud apps to manage your business on a single platform.

Connect contract-related tasks into a single workflow

  • Automate generating and sending out invoices. Allow clients to securely pay when completing your documents. Forward signed quotes to procurement and update your CRM records automatically.

Integrate contract management with any system of record

  • Configure workflows to transfer documents and data across all your cloud applications using no-code, easy-to-configure airSlate Bots. No coding or expensive configurations are necessary.

Payments

Get paid faster with airSlate's payment automation software. Integrate payment collection into contract negotiation, quote creation, invoicing, or accounting processes. Allow your customers to pay fast and eliminate delays and the risk of nonpayment. Automate quoting and payments without having to write a single line of code.

Collecting payments is now easier than ever

  • Add a payment form to your workflow so your business partners and customers can complete your agreement and send payments right away. Integrate with a payment gateway in less than 10min, no coding necessary.

Automate entire workflows

  • Make payment collection an integral part of your workflows rather than a separate business process. Generate documents, manage workflows, negotiate contracts, and accept payments automatically.

Secure, compliant, trackable

  • The Payment Card Industry Data Security Standard (PCI DSS) compliance ensures the safety of every monetary transaction made. All payment data is available in real-time via the Analytics Widgets and Audit Trail.