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Amazing Product, Highly Recommended.
March 26, 2023

Amazing Product, Highly Recommended.

LaVonne Carlson | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with airSlate

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.
  • 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.
  • 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).
Sometimes it takes some creativity to make it do what you want. For example, we wanted to send out invoices (docs with no fillable fields), and had to learn how to fake the system out to not send two documents (one to be "filled", one completed). And I have one document that would be better with more page layout options. But for the most part, it seems like if you can imagine it, airSlate can do it.
We had been unable to get much attention from DocuSign support/sales when we decided we wanted to connect forms to Salesforce. I stumbled across airSlate on the appExchange, and their sales team was responsive and helpful. I haven't worked in DocuSign myself, but my users tell me that airSlate forms are much cleaner.

Do you think airSlate WorkFlow delivers good value for the price?

Yes

Are you happy with airSlate WorkFlow's feature set?

Yes

Did airSlate WorkFlow live up to sales and marketing promises?

Yes

Did implementation of airSlate WorkFlow go as expected?

Yes

Would you buy airSlate WorkFlow again?

Yes

We have a group of users that send out a series of forms to potential volunteers. We were able to configure flow templates in airSlate that would send/not send a select group of documents based on data received from Salesforce. Once the documents are complete, some of the data flows back into Salesforce while the documents themselves are stored in Google Drive. From the users' standpoint, this has been seamless and wonderful.