Overview
What is airSlate WorkFlow?
airSlate is a codeless workflow building platform, focusing on document generation, contract lifecycle management with e-sign, and what the vendor describes as mobile-friendly web forms which can be integrated with systems of record (e.g. CRM, etc), using no code airSlate…
airSlate offers Great Automation Options and Great Value
Economical, efficient workflow product!
Amazing Product, Highly Recommended.
AirSlate - the way to go.
airSlate - Good, but not Great
airSlate Review
Stuck with it
airSlate has been one of the best pieces of software that we use
Success!
airSlate has allowed us to be HIPAA compliant and time friendly!
airSlate is Basically Our Administrative Assistant
airSlate is worth the money. Time saver!!
Not a solution for everything
airSlate offers great low code process automation for busy IT professionals who need to get things done quickly
Awards
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Pricing
What is airSlate WorkFlow?
airSlate is a codeless workflow building platform, focusing on document generation, contract lifecycle management with e-sign, and what the vendor describes as mobile-friendly web forms which can be integrated with systems of record (e.g. CRM, etc), using no code airSlate bots.
Entry-level set up fee?
- Setup fee optional
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
What is airSlate WorkFlow?
airSlate WorkFlow Features
- Supported: web form builder
- Supported: configurable workflow routing
- Supported: workflow analytics
- Supported: legally binding e-signing
- Supported: proprietary library of bots
- Supported: no-code integration with other software
airSlate WorkFlow Videos
airSlate WorkFlow Integrations
airSlate WorkFlow Competitors
airSlate WorkFlow Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Unspecified |
Mobile Application | Apple iOS, Android |
Supported Countries | Global |
Supported Languages | English |
Frequently Asked Questions
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Reviews and Ratings
(26)Attribute Ratings
Reviews
(1-21 of 21)airSlate - easy automation for the non IT person
- real time exporting to a Google Sheet
- superior customer service
- Savvy engineers constantly solving and improving
- ease of Customization for a non IT person
- Sometimes bots fail (automation breaks) and unsure of the cause, wish there was a way to re-run the bot manually.
- Export fields for an individual slate. Currently you have to select a date range and it will export all that are completed within that time frame.
- Bulk Download all slates for a flow.
- We have a lot of families (multiple kids) would love to see an easy way for fields to "save" and fill out a 2nd or 3rd form.
airSlate offers Great Automation Options and Great Value
Because of our success with and use of airSlate for personnel processing, we have assisted our finance department in implementing the use airSlate to automate their capital request and check request processes, as well as our counterparts in the County utilizing airSlate for their personnel processing.
- The bots are fantastic, so many to use to really increase functionality
- User friendly for those who are first time users, and the system just gets easier and easier to use with experience
- The email notifications for bot failures are very much appreciated, we know right away if something is not functioning
- The customer technical support to assist with flow issues, they are quick to respond and assist until the problem is solved or the flow is functioning as envisioned
- Regular updates to the platform for improve functionality
- If this system could provide an easier mass export of flow data, or completed forms
- Mass exports of flow data requested to be provided to email do not always come through, especially if there is a lot of data, the export just fails with no notification of the failure
- When scrolling through slates, when the system is loading more, it is easy to lose your place because when the new slates load, the list shifts
airSlate is great for one off forms, we have used it to automate our gym waiver to be signed off by HR, then sent to our badging team to provide access to the gym facilities to our employees. We do not need to use paper for this process anymore at all.
airSlate is great for requiring attached documents in order to process certain paperwork, meaning that paperwork cannot be submitted without the requested documents being provided. If we process a name change form, we need certain proof, so building the automation through airSlate means we should have a completed set of documents in order to process on our end.
Processing payments is great, we have a flow for our team Water Club and payment can be processed via credit card through the slate rather than trying to track people down for cash.
I wish there was a bot to include individualized documents with a slate before it was sent, the versioning helps, but is not ideal. For example, it is very easy to include a personalized offer letter and job description, dropping fields for signature and date when we send envelopes through DocuSign. It is not as easy to individualize a template within airSlate, so I wish there was a bot that would allow the same functionality of putting person specific documents into a template and adding signable fields prior to sending.
Economical, efficient workflow product!
- Tech support.
- Ease of use.
- Configurability.
- On occasion, bots need to be reset/removed in order to work.
- I wish there was a way to add a quick document before sending something out similar to DocuSign envelopes. Versioning is very helpful but I do wish there was a way to prepare a form for sending, add in a quickly customized document and a field or two, and send it to just that person.
- Being able to assign fields while in the field editor would be helpful!
Amazing Product, Highly Recommended.
- Support: Prompt response and excellent follow-through.
- (Mostly) intuitive setup: Once you get the hang of it, building flows is pretty straightforward.
- Flexible: Ideas for new use cases keep coming up.
- Field mapping to Salesforce is precise but a bit fidgety. Would be nice to be able to do it on the form builder instead of in a separate bot.
- Fillable fields in PDFs are ugly. It would be nice if font size/spacing/alignment actually matched the document.
AirSlate - the way to go.
- Ability to add fields - signature, date, etc.
- Ability to send to either email or via text.
- easy-to-follow instructions for obtaining a signature.
- Ability to send reminders.
- Nice to get notified if the document has been opened or completed.
- Once the document is returned, have the signature bigger to view.
- A way to contact clients to have them aware this is coming to their email/text.
- More characters for the body of the email/text; currently limited to so many characters.
airSlate - Good, but not Great
- Storing fields in excel documents
- User-friendly flow designs
- Lots of useful bots for automating further
- The emails that generate from flows are sometimes very slow to process
- If a flow fails at a certain step, sometimes we do not get alerted by airSlate
- Adding a bot that can only pull and allow certain values from a dictionary to populate a certain field in a flow
airSlate Review
- Integration
- Flow
- Automation
- Reporting
Stuck with it
- management of flow
- electronic signature
- Customer service is only text based and slow
- general use of the service is clunky and seems thrown together
- DocuSign is much easier but now my forms are on airSlate and hard to take back
- editing or swapping out individual forms is hard
- Sync up with Salesforce to pull information out and put information back in
- Create PDF reports
- Create beautiful webforms that syncs with our data
- More bots with integrations
- Deeper Salesforce integrations
- More webform tools and options
Success!
- Sharing the link to more than one signer
- option to make changes
- should have the option to request the client's name and just not email address
- FRENCH
Would be great if there was an option to have as a secured page when sending
- Automated bots to customize
- Multiple different properties to add
- HIPAA complient!
- It may be nice to know what bots are available and how they can be used.
- Implementation of automatic faxes to numbers.
- Some errors with downloading documents occur.
airSlate is Basically Our Administrative Assistant
- Responsiveness to support requests
- Completed forms integrate into the pre-existing pdf nicely
- Easy to populate date into google sheets and to store via google drive
- I really would like to have a more searchable database of help topics- searching the forum right now isn't helpful and I end up going to google to find airSlate help topics. I would really prefer to find support on my own rather than reach out to the support team but it doesn't seem that the articles are indexed in a way that they will show up in search results through the airSlate site.
- More options for conditional formatting
- More options to customize the appearance of forms
airSlate is worth the money. Time saver!!
- Automating info.
- Easy flow setup.
- Sharing link for documents. They are working on it. We have talked about this before.
Not a solution for everything
- Contracts and signatures all in one place
- Bot automation with a learning curve
- Bot automation is not as easy to understand as represented
- Each workspace is a separately billed space but there are no sub-workspaces
- Actual customization of roles - Admin role is the best default for everyone in your team if you want to do less than "do everything for everyone".
airSlate offers great low code process automation for busy IT professionals who need to get things done quickly
- Assignment of fields on a form
- e-signature by multiple parties
- Automation of workflows
- Status notifications
- Interface takes some getting used to at first
- Permission management can be very tricky, as it sometimes has to be set in multiple places
- Would like to see ability to preview attachments that were uploaded to a form
May be a slightly steep learning curve for those less technically minded, and also may be lacking in some functionality for high level developers who want to be able to granularly modify their flows.
airSlate is helpful with a few drawbacks
- expedites the move of an electronic document through a workflow
- captures a secure e-signature
- allows for multiple conditions for differing workflow paths
- terminology is misleading and not clearly defined.
- not allowed to copy on HTML document from one flow to a different flow. you rebuild from scratch in the new flow.
- glitches within bots occur often
airSlate is great for business
- Customer service
- Great addons to their firms that help link other tools to airslate
- Very reliable
Great for onboarding and recruiting
- Ease of use by applicant to fill out form.
- Can export data to CSV.
- Form fields are pretty customizable.
- The editing of PDF functionality can be more robust.
- Mass sending of slates, such as with QR code.
- When making a change to a flow document with fields, not having to start completely over from scratch but being able to easily copy field settings to new flow.
It's not that great if your process is constantly changing as it is not easy to add pages to a current document. You have to upload an entirely new document and start the form fields from scratch.
airSlate is a breeze! One of my favorite programs.
- The airSlate interface is very easy to use. Creating new forms or updating existing ones is way less challenging than other similar platforms.
- airSlate integration with other platforms is straightforward and doesn't require special unique code.
- The look and feel of the user interface is clean and inviting.
- Although airSlate is constantly making improvements, I'd like to see additional features allowing a content creator to save formatting profiles.
- Improved platform home page customizations would be helpful but not necessary.
- The ability to set a password expiration time is needed but it's very possible this is addressed when using SSO.
airSlate is less appropriate if a form need to be filled out from a local drive. Although there are workarounds, airSlate is a web-based platform and is designed to be used in that way.
A well serviced, cost effective end-to-end doc solution
- Customer service is fast and skilled.
- Product is easy for non-programmers to use straight from templates.
- Cost is reasonable when compared to other comparable products.
- Interface is clean.
- Terminology within airSlate needs some interpretation.
- Would like to see a wider assortment of widgets for use on forms and expanded HTML support.
- They are a startup seeking funding which also means there are many requests, like this one, for customer feedback. I bought the product, that's the feedback.
A solution like no other!
- Scripting and content disclosures for customer service during implementation
- Unlimited customization to suit any organization's needs
- Integration with electronic signature capabilities suitable for any new client enrollment process
- The mobile signing process needs improvement for more involved agreements with multiple signature locations
- Dumbing down the html rules for those who would like to include rich text
- Looking forward to improved page load times both while editing and creating and during actual use by team members and prospects
Understanding that it is essential, a client is set up properly. From creating new contacts to billing, product preparation, and delivery, airSlate provides a solution that significantly reduces the likelihood of human error.