Use airSlate’s no-code robotic process automation to generate documents and create HTML forms pre-filled with Dynamics 365 data, send them for e-signing, and securely store executed contracts and agreements in Dynamics 365 records, all from a single point of control
Here are some key features and benefits of AirSlate:
Workflow Automation
With AirSlate, you can automate repetitive, manual tasks and improve the efficiency of your business processes. Create customized workflows using drag-and-drop tools, and set up automated actions and triggers to simplify your operations.
Document Management
AirSlate provides a centralized platform for managing your documents throughout their entire lifecycle. You can upload, organize, edit, and collaborate on documents in real-time, ensuring that everyone has access to the most up-to-date version.
E-Signature
Say goodbye to time-consuming paper-based signing processes. AirSlate - SignNow offers secure and legally-binding electronic signatures, allowing you to sign and request signatures on documents with just a few clicks. This improves turnaround time and eliminates the need for printing, scanning, and mailing documents.
Integrations
AirSlate seamlessly integrates with popular business tools like Salesforce, Box,NetSuite and Google Drive. You can connect your existing systems and sync data across platforms, ensuring a smooth and efficient workflow.
Mobile Accessibility
Access your workflows and documents from anywhere, at any time, using AirSlate's mobile app. Stay productive on the go and keep track of your tasks and documents, even when you're away from your desk.
Analytics and Reporting
Monitor the performance of your workflows and gain valuable insights into your business processes with AirSlate's analytics and reporting features. Identify bottlenecks, track completion times, and make informed decisions to optimize your operations.
Whether you need to streamline your sales process, onboard new hires, or automate contract management, AirSlate provides a comprehensive and user-friendly solution. Its intuitive interface and extensive features make it a valuable asset for businesses of all sizes, helping them save time, reduce errors, and improve overall productivity.
AirSlate : All in One for your document workflow
Flow Creator
Design and visualize automation for any document workflow with the intuitive drag-and-drop interface, allowing for sequential or parallel condition routing.
eSignature
Finalize agreements using industry leading, secure and compliant, natively multi-role signature.Design and visualize automation for any document workflow with the intuitive drag-and-drop interface, allowing for sequential or parallel condition routing .
No-Code RPA
Choose from hundreds of no-code Bots to setup in minutes to integrate, automate and add custom logic to your process.
Contract Negotiation
Redline, negotiate and eSign contracts on a single platform while Collaborating with business partners.
Document Generation
Integrate with single or multiple systems of records using the most powerful document generation solutions on the market.
Speed up process automation in NetSuite with no-code airSlate document workflows. Generate data-driven documents, send them for signing in a role-based order, and use them to create or update NetSuite records ‒ all from a single point of control.
Employee Onboarding
Improve the employee onboarding process with fillable documents and automatic data exports to NetSuite.
Sales Agreements
Generate sales agreements pre-filled with NetSuite data such as names, dates, account numbers, prices, and more.
Commercial Invoices
Instantly send out invoices to collect client signatures while streamlining your shipping processes.
Business Proposals
Onboard new partners faster by sending them your proposal for signing in seconds, on any device.
Price Lists
Generate price lists pre-filled with NetSuite data for your clients and customers in several clicks.
Automate document workflows in Microsoft Dynamics 365 with the no-code airSlate integration
Use airSlate’s no-code robotic process automation to generate documents and create HTML forms pre-filled with Dynamics 365 data, send them for e-signing, and securely store executed contracts and agreements in Dynamics 365 records, all from a single point of control.
Sales Agreements
Send your sales agreement for signing on any mobile or desktop device to close deals faster and increase conversions.
Commercial Invoices
Instantly send out invoices for client signatures while streamlining your shipping processes.
Employee Onboarding
Improve the employee onboarding process with fillable documents and automatic data exports to Dynamics 365.
Contact Forms
Host fillable contact forms on your company’s website and automatically generate new leads with the data you collect.
Business Proposals
Keep a consistent contract structure while managing all business proposals directly in your Dynamics 365 account.
