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altaFlow: Document Generation, eSignature & Approval Workflows for Salesforce
Automate your document and eSignature loop natively inside Salesforce
Overview
Take a deal from opportunity to signed without leaving Salesforce. altaFlow builds the contract from your record data, routes it for approval, and writes the result back, accurately, every time. No code, live in weeks.
See How altaFlow: Document Generation, eSignature & Approval Workflows for Salesforce Works
Assemble flawless documents in seconds. Stop wasting time on broken generation jobs. Pull real-time data directly from any Salesforce object into your templates. Keep your org clean and your maintenance overhead low with a fully native application.
Cut approval cycle times. Accelerate revenue flow and close deals faster by replacing disconnected manual steps with a single governed workflow engine. Route contracts and Quotes through automated approval chains that require zero dev tickets to build.
Execute compliant agreements in minutes. Secure final approvals for Quotes quickly. Maintain pristine audit trails and total compliance with an embedded eSignature engine that automatically saves completed files back to the original Salesforce record.
Revenue and sales operations teams waste hours patching together point solutions just to get a contract signed. altaFlow is the Contract Automation platform for teams that run contracts through their CRM. It generates the document from the Salesforce record, routes it for approval, collects the signature, and writes the result back, without anyone leaving Salesforce or filing a development ticket. Generate custom statements of work, quotes, and contracts in seconds using live data from any Salesforce object. Route them through automated approval chains and collect legally binding signatures with no code required. Keep the signature tool you already use, or run signing natively inside altaFlow, altaFlow works around your signature process either way. Every completed document writes itself back to the original Salesforce record automatically. Reduce approval cycle times and keep a complete audit trail without ever leaving your org. altaFlow also runs the same document workflow for teams outside revenue, including HR, legal, and finance, on the same platform. altaFlow is a business unit of airSlate, Inc.
Categories
- Business Needs
- Contract ManagementDocument GenerationAudit & Compliance
- Industries
- EducationFinancial ServicesProfessional Services
- Personas
- AdministratorArchitectBusiness Operations Manager
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyMultiple CurrenciesPerson AccountsManaged PackageSalesforce Mobile