Automate Workflows

Automate every part of your document workflows

Create and automate workflows with a single, no-code, business automation platform. Assign roles and add conditional routing and notifications. Integrate with the CRMs and databases you’re already using with 100+ no-code Bots.

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Complete workflows your way. No coding, no APIs.

Cut the costs associated with configuring and deploying automation by setting up business processes with a single no-code solution.

Create dynamic workflow templates
Create documents from PDF or DOCX templates and use customizable web forms to collect client information. Automatically pre-populate documents and web forms with data from multiple systems of record.
Streamline routine tasks with automation and integration
Configure no-code Bots to send reminders and notifications. Route documents between recipients and systems of record. Use CRMs or other services as a part of your automated workflows.
eSign using the built-in solution for legal documents
Create and manage eSignature workflows. Assign roles, set up signing steps, and send out documents for signature. Make eSignatures part of your workflows to get work done easier and faster.
GO BEYOND ESIGNATURES

Business Cloud

Automate business processes with the ultimate suite of tools that are customizable for any use case.

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  • Award-winning eSignature. Approve, deliver, and eSign documents to conduct business anywhere and anytime.
  • End-to-end online PDF editor. Create, edit, and manage PDF documents and forms in the cloud.
  • Online library of 85K+ state-specific legal forms. Find up-to-date legal forms and form packages for any use case in one place.

Powerful workflow automation

Learn why airSlate workflows beat the competition.

This chart represents a partial list of features available in airSlate, Nintex, KissFlow, K2 and Pega Systems.
Nintex
KissFlow
K2
Pega Systems
Basic workflows
Advanced workflows
Custom workflow routing
No-code conditional routing
Versioning
Assign recipient roles to fields in web forms, PDFs and contracts
Assign recipient roles to forms, contracts and documents
Workflow library
Embedded workflows
Unlimited workflows
no info
No-code multi-cloud workflow automation
Pre-fill workflows with data from Salesforce, GSuite, Office 365 via no-code integrations
Extract data from workflows to CRM, GSuite, Office365 via no-code integrations
Robotic process automation
No-code automation bots
+/-
No-code integration bots
+/-
No-code archive bots
Task assignment
File sharing with teammates
Bulk workflow initiation
No-code reminders and notifications
Expiration for process
Redirect to external link
Advanced recipient authentication
Recipient attachments
Accept payments
eSignature
via integration
via integration
via integration
via Docusign
Signing order
via Docusign
Certificate of completion
via Docusign
In person signing
via Docusign
Adding fillable fields to PDF files
Advanced fields in web form builder and PDF editor
Conditional fields in web form builder and PDF editor
Formula fields in web form builder and PDF editor
Actionable fields
In Editor comments
PDF editing
PDF annotations
Redlining documents
Web form builder
Drag & drop interface
Custom applications in Salesforce, NetSuite, Dynamics, Office 365
Document generation
Spreadsheet creation
Document storage
Reusable templates
Contract negotiation
Contract lifecycle management
Document authoring and collaboration
Custom branding
SSO
User management
Organization administration
Audit trail
Multiple workspaces
Security and compliance
HIPAA compliance
No-code analytics
Custom reports
Mobile application
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Automate business processes with airSlate products

Deploy any workflow with an all-in-one no-code automation platform.

eSignature

Finalize agreements using industry-leading, secure and compliant, natively multi-role eSignatures.

Document generation

Create documents pre-filled from various data sources using the powerful document generation engine.

Accept payments

Connect to a payment gateway and accept credit cards, ACH, or other forms of payment.

Robotic process automation

Configure no-code airSlate Bots in minutes to automate any simple or complex routine task.

Web forms

Create interactive, mobile-native web forms with the intuitive drag-and-drop wizard.

Contract management

Generate quotes, contracts, and invoices while receiving payments and tracking contract execution.

Contract negotiation

Redline, negotiate, and eSign contracts on a single platform while collaborating with business partners.

Online surveys

Create simple or multi-step condition-based surveys, questionnaires, and collect data using HTML or PDF forms.

PDF editing

Create powerful and versatile documents using a full-featured cloud PDF editing solution integrated with your workflows.
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Enterprise-grade security and compliance

Industry-leading security standards and protocols that adhere to and exceed the strictest compliance certifications.

GDPR compliance
SOC 2 Type II Certified
PCI DSS certification
21 CFR Part 11
HIPAA compliance
CCPA compliance
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Want to learn more about workflow automation with airSlate?

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