altaFlow: Document Generation, eSignature & Approval Workflows for Salesforce

Workflows Makes It Very Flexible

We have implemented AirSlate workflows and the ability to provide both eSignature and document generation simplifies the processes. We also saw that it can support other platforms such as ServiceNow when we need them in the future. We are considering to use form submissions also for customer requests. The team is also very easy to work with and we get our support answers fairly quickly.

Amazing to work with

We are Salesforce consultants that have a lot of clients come through needing document workflow solutions. Airslate is hands down the most versatile, easy to use, and affordable tool on the market. We recommend it all the time.

Powerful and easy to use.

WorkFlow makes creating documents in Salesforce unbelievably easy. I can generate fully customized documents with a single click, pulling in text, products, and relational data from Salesforce objects. You can even pull in data into more complex formats (like tables) on the fly. It can also act as a one stop shop for things like webforms and e-signatures replacing the need for other more expensive products. Would recommend.

Can we protect the emailed PDF with a Password?

Hello there, this looks great but for legal compliance purpose, we have on our project to setup a password (that needs to be different for each customer/email that we sent but we do determine on our own this password through the Omniscript) to lock the PDF file that is sent as an attachment to the email. Can your solution support this PDF password requirement? Regards, Eric

Where has this been all my life? :)

We've been using airSlate for more than a year now and have been able to successfully automate so many aspects of our business. The user interface is very simple and intuitive, and requires no coding skills, which makes automation quick and easy. The tradeoff for quick and easy is typically a product with weak or limited functionality and customizability, but we've found airSlate's unique combination of drag-and-drop workflows and simple bots to be incredibly powerful in both the range of its possible applications and the precision with which we can tailor each automation to fit our exact needs. The fact that we can do all of this with airSlate is amazing, but what makes this great product a total game changer for us is the fact that everything we build and automate integrates seamlessly with Salesforce and our team can launch, modify, track, and manage all of our workflows from directly inside of Salesforce. To top it all off, the people behind airSlate are incredible to work with. The product team is eager for input on ways to improve and expand functionality, and there is a steady stream of new releases and updates that have made the product even more valuable to us over time. Lastly, their support team is insanely good (like the best I've ever encountered). Anytime we've had an issue come up or just need a quick tip on the best way to use the product, we've been connected to a knowledgeable support team member in less than 30 seconds (literally!). I freakin' love this product :)

Indispensable Part of our Business

airSlate may be one of the most versatile applications we've ever used in our business. We use it for almost anything, from data gathering with clients to providing client reporting. Use cases seem limitless because the airSlate team continues to come out with new bots (automations) that constantly expand what we can do. Our firm works in financial services, and we've looked at relying on airSlate for much more than contract prep. As such, the support and development teams at airSlate have been more like collaboration team members than airSlate support staff. We've gotten to know many members of their team well and truly believe they do a remarkable job. We are extremely excited to see where are relationship can go as we build out our firm.

Great App, Amazing Support, Highly Recommended

We installed airSlate a few months ago for the main use case of automatically sending documents to our volunteers, receiving them back, and having (some of) the data flow automatically into Salesforce. But we've already found a couple of other use cases: sending invoices to "customers", and using the permanent link feature to allow some of our stakeholders to send us certain information whenever they need to update it. And the ideas for potential uses keep coming -- this app will more than pay for itself in a short period of time. Like all apps, airSlate has its quirks. But overall I have found it very easy to learn and use. And where I've run stuck, their support team has been AMAZING! From the prompt responses to basic learning questions in chat, to opening and following through with support tickets for more complicated issues, they have been patient, thorough, and very helpful. A special shout-out here to Dmytro, who seems to get stuck with me more often than anyone else, and who has been persistent with follow up even when I forget to tell him I've gone on vacation. :-) I highly recommend this app.

The Perfect Solution for Our Business

AirSlate has been the perfect solution for our business - seamlessly integrating with the Salesforce app; pre-populating data into forms/documents and feeding client responses back into Salesforce. As well as being the fastest loading and most reliable e-signing tool we've used - with a super user-friendly interface! The client support and development teams are fantastic and constantly working to better this software. For those who still like a solution with a coding element - this is for you too! AirSlate allows you to pre-populate from/update Salesforce records using SQL. I highly recommend this software, thank you AirSlate!

Best Technology add-on

Airslate makes it simple to map data dynamically from salesforce to documents, reports, and emails. The support team has been wonderful to work with over the last year. They continue to develop the "bots" to continue to provide constant improvements to the platform.

Good performance and attentive support

I like that integrated Salesforce wonderfully. AirSlate adapts to your necessities and makes document signing quick and productive without worrying about number of slates/envelopes/etc.. per month. Amazing improvement since last year, lots of updates and adaptations to the client necessities. Not everything has been sunshine but Airslate Support responded quickly and solved the issues. Really happpy to have chosen this software for hte company.