airSlate WorkFlow

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.

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.

We have used airSlate to automate much of our documentation that require multiple people to sign off on. We also utilize it to store information from documents in secure excel files. The scope right now is limited to current employees and some vendors we utilize. In the future we are hoping to add customer integration.

It's used for Contract signing and we are looking to use for other purposes also. We are pulling data from database, filling up our contracts and once completed storing all signed copy in our sharepoint. Plus, it also integrated with our CRM. All these have simplified our process and we are looking to use Airslate for other business process.

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 use airSlate to streamline administrative processes to keep overhead costs low. We aim to keep compensation as high as we can so we automate a lot of tasks and embed forms on our website for employees and clients to access to avoid losing productivity by sending a lot of emails and otherwise pushing out documents manually. We use airSlate in nearly all areas of the practice.

The airSlate platform provides a simple interface which enabled us to automate complex documentation processes in the Service Department. We currently use airSlate for filling out data sheets during instrument installations and preventive maintenance. By integrating airSlate and Salesforce, we are able to automatically include our completed datasheets in the Salesforce Case eliminating the need for extra manual steps by Field Service Engineers. This integration has the added benefit of prepopulating some of the form fields on the datasheets with Salesforce data specific to the customer account. Service Administrators can send datasheets to Service Engineers with the click of a button from within Salesforce.

We are using airSlate as an end-to-end document handling solution. Early this year I tested several similar solutions to solve the problem of collecting a request form with multiple layers of feedback and approval required. airSlate was the best of the three I tested. Now data is collected for analysis and the completed form returns to the applicant.

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