airSlate - easy automation for the non IT person
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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…
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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
For the latest information on pricing, visithttps://airslate.com/pricing
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 is a no-code business automation platform that combines e-signing, no-code robotic process automation, contract negotiation, document generation and web forms into a single business automation platform. WIth it, users can configure and automate a business process and integrate it into multiple systems of record without writing a single line of code.
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
Workflow automation: Introduction
airSlate - Microsoft Dynamics 365 integration
Workflow automation for Salesforce
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
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.
Conga Composer, Nintex Process Platform, and Formstack Forms are common alternatives for airSlate WorkFlow.
Reviewers rate Configurability highest, with a score of 7.5.
The most common users of airSlate WorkFlow are from Small Businesses (1-50 employees).
Comparisons
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Reviews and Ratings
(26)Attribute Ratings
Reviews
(1-5 of 5)Companies can't remove reviews or game the system. Here's why
March 21, 2023
Not a solution for everything
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.
- 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".
- We now have a single place all employees can go to send and receive signatures and contracts for the business as a whole.
Adobe is extremely easy to use for forms that have to be built every time - like tax returns - even when it sometimes thinks every box needs data that is already there from the tax program. It requires no account creation or other hoops for the signer to complete a signature whereas airSlate does and I get the form in my inbox with step-by-step tracking of views, delegations, etc without having to build a bot for every tax return. airSlate is much better built for contracts and employee information forms because you can set up a form and when you send it to an employee or business it is unique to them even if you then have to coach them through creating the account to complete the signature.
5
Everything from admin and owners to file clerks and data entry.
1
The in-house support is me and it's not really supposed to need that.
- Signing annual tax returns
- Employee Payroll data including W4, i9, W9, Direct Deposit forms
- Client Service Agreements between our company and our clients
- To maintain a digital history of signatures and documents sent via airSlate
- Sending a signature request
- Storing or downloading an already signed document
- Providing access to other team members
- Getting flows with bots to work
- Signer only account creation just to sign a document
- No way to handle duplicate information on the same form with a pre-filled form to one the bot fills out - i.e. the name on page 1 with another name box on page 2 of the pdf form.
Yes
It did not feel more user friendly.
March 21, 2023
Great for onboarding and recruiting
We use it mainly for our onboarding and recruiting process to complete onboarding paperwork and employment applications.
- 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.
- Saved time and money in not having to print paper applications, scan them in the computer, and shred paper.
- There used to be lines of people waiting as they completed paperwork in person. Now, they complete it at home and don't have to wait in line in person. It has improved our customer service ability.
- We don't lose anyone's paperwork!
4
Onboarding and recruiting - all HR personnel
1
Basic technical capability.
- Employment application
- Onboarding application
- That's about it.
- There is none that has been sustainable. We tried it for internal documents, but there were too many approvers that wouldn't do their part and it would break the process.
- Internal documentation, such as separations, if it wasn't so confusing to set up and manage.
No
- Price
- Product Features
- Product Usability
Price. It was significantly cheaper than DocuSign.
I wouldn't change anything.
No. I can't remember being offered. Probably a price thing too if it was offered.
No
Yes, when we implemented the software.
- Editing documents.
- Completing documents.
- Creating slates.
- Setting up back-end flows
- Setting up bots
- Changing documents within existing flow
Yes
It works great. Never had a problem. By interface, I am referring to candidates completing the application and not admin using airSlate to set up flows.
March 01, 2021
airSlate is a breeze! One of my favorite programs.
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.
- 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 has improved the efficiency of our Service personnel by automating documentation tasks.
- Implementing airSlate has reduced end-user documentation errors.
- airSlate automatically ensures our Engineers are using the most up-to-date documentation.
While maintaining similar features as alternative products, airSlate is easier to use and less expensive. It is quicker to setup and creating new forms and workflows are easy with the help of built-in templates. I find the user interface friendly and well designed compared to other alternatives. airSlate provides way more flexibility to suit our needs than any alternative.
February 19, 2021
A well serviced, cost effective end-to-end doc solution
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.
- 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.
- Greater process transparency for all users.
- Shorter turn-around time on form distribution and collection.
- No separate data entry step means we can move straight to analysis - more time saved with greater insight.
- Kissflow and Adobe Sign
Kissflow was overly complex and costly. Forms On Fire didn't seem to have the support we needed. We already subscribe to Adobe Sign, but was a hassle to figure out how to construct a cascading set of authorisations that pulled data from a sheet according to user input.
February 12, 2021
A solution like no other!
We are using airSlate as a workflow management and new-business-onboarding solution.
- 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
- 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.