airSlate WorkFlow

We are using airSlate as a workflow management and new-business-onboarding solution.

• Preparation and pre-implementation testing was time consuming and sometimes frustrating--but full disclosure, we were involved during BETA.
• Implementation however is virtually painless
• Post-implementation peace of mind for management and the team is priceless.

Tallyfy

We have participant Waivers and Agreements for our events that have to be signed. We will receive 100,000+ so also need to make portions of those forms easily accessible to staff to confirm every attendee has a signed form upon arrival. We use Google Integration to have portions of the form export to a google sheet which updates in real time (other platforms require you to perform a manual download). Using various formulas in google sheets, we're able to distribute the data to the correct staff member(s) so they aren't having to sort through every single row of data. It's a pretty savvy platform. A few things on my wishlist like being able to have conditional forms or by auto filling specific data by using an order number added to the web address.

• This is a more expensive option for our company but has eased some of the workload of our staff and has decreased the number of errors.

FileMaker Pro

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.

• Time saved: Sending forms and keying in data.
• Money saved: Eliminated Formstack (we only used it for one small process, which airSlate does just fine).

DocuSign

Nintex DocGen for Salesforce

We use airSlate for contracts, to sign tax returns, and to collect and distribute payroll information from our clients and to our clients. Originally, the hope was to streamline the signature, document distribution and warehousing of contracts, tax returns, and payroll data. The challenge we encountered with airSlate had more to do with the learning curve than with anything else. We wanted to automate the payroll forms in particular and we just could not get it to reliably work for us in that way. Now we have a more stripped down approach to those documents that works for the most part and at least puts the data we need within reach of our team. It seems like every software company is now using descriptors like "workspace" for what they do, airSlate is no different. This is not well defined in the helps files neither is it clear when you're there in the app. You can create a workspace for every client but each a separately billed platform and there is no sorting to easily distribute between different types of documents. The distribution of users is also weak and uncustomizable. The only way to make it work for everyone is to make everyone an admin which defeats the purpose.

• We now have a single place all employees can go to send and receive signatures and contracts for the business as a whole.

Adobe Acrobat Reader DC

Adobe Acrobat Reader DC, Adobe Acrobat Sign, Google Workspace, QuickBooks Desktop Enterprise

airSlate was an amazing piece of technology for our firm. We were looking for an automated way to create PDF reports and pull information out of Salesforce. airSlate answered all of those needs for us. We were able to find other uses for airSlate when we were looking for a new way to create web forms. We can now easily create webforms and have the information upload directly into Salesforce.

• We are savings hundreds of hours every month with the automatic process airSlate
• We've been able to consolidate our other software packages into airSlate

Jotform