Automate Your Sales Approval Processes with airSlate

Close more deals instead of handling routine tasks by automating sales processes with airSlate. Find out how to make sales approvals fully automated, making your team stand out while enhancing relationships with clients. Automate sales approvals without tech skills or IT assistance.
Automate Your Sales Approval Processes with airSlate
About airSlate
Transcript

airSlate is everything you need to create, integrate, and automate your document workflows.

  • A single holistic platform ‒ no need to integrate multiple services or platforms
  • No‑code configuration and deployment decreases time to value by 10x
  • Natively integrates with hundreds of cloud services using no‑code Bots

What’s up, everybody. You’re watching another airSlate video guide with the next tip on how no-code automation can make your day-to-day document workflows paperless and stress-free.

Are you dealing with endless paperwork and redundant tasks when managing sales orders, quotes, and approvals in Salesforce?

With airSlate, you can seamlessly move from contacting leads and processing customer data to closing deals by automating the most critical document workflows within your Salesforce organization.

Collaborate on proposals, auto-create contracts, collect customer data, and execute deals ― all without switching accounts or leaving Salesforce.

Here are a few insights on using airSlate to optimize your processes so you can focus on strategic initiatives, not manual tasks.

If you’d like to track every change in your Workspace, use the airSlate Workspace Audit trail to view the following information:

• Type of activity that took place within your Workspace

• Information about the user who performed an action

• Date and time when an action took place

• Information about attempts to log in and log out

To view the Workspace Audit trail, navigate to the dashboard and click the Audit trail icon in the left-hand menu.

From the Audit trail page, you can search for a specific type of activity or set a timeframe to track Workspace changes.

To export all Audit trail information in PDF or CSV format, click the download button at the top.

Let’s see what else you can do with airSlate.

First of all, there are two ways of automating your document workflows. You can either build your Flow from scratch by clicking the Create New Flow button or choose one of the pre-built Flow Templates.

Browse the Flow Template collection from your Dashboard and pick the one that meets your needs.

Then, set up your specific Documents, Workflows, and Bots.

Start by adding or creating documents and web forms in your workflow. You can create them from scratch or upload documents from your computer or cloud storage. Customize docs the way you want. Add fillable or signature fields, assign recipients to them, make fields mandatory or optional, and more.

Next, visualize your workflow. Drag and drop Steps and name each one based on the role or responsibilities of those who’ll complete it. Manage document recipients, assign fields or entire documents to them, and add conditions for the step execution if necessary. Add Branches if you need to send documents simultaneously to several recipients.

Finally, automate your workflow by adding no-code Bots. Use the Bots to send reminders and notifications, pre-fill documents, transfer data, update records in CRMs, and much more.

If you want to use the Flow more than once, you can make it a Template. Just choose the Save as a Template option while configuring your workflow.

Once you’ve set up your workflow, click Send so that the documents are completed by the right people. You can also send the documents via SMS, email, or create a shareable link to add them to your website.

After your documents have been sent, use the airSlate Dashboard to track their completion and all the changes in your workflow.

For example, you can see the status of your Flow by opening the All Flows tab. Depending on your role in the Workspace and Flow access permissions, you may have different options available. For example, you can download, send, and remove a specific document.

View the Bots log to check if the Bots added to the workflow ran successfully, and if not, check the reason for failure.

If you have any trouble using airSlate, go to the Support Portal or get help from our Support team.

Want to develop new skills and gain recognition? Click the link in the top right corner to take one of our free courses.

If you’re saddled with manual, time-consuming processes on a regular basis, click the link in the description and try airSlate for 30 days, absolutely for free!

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Introducing Automate Your Sales Approval Processes with airSlate

Are you tired of drowning in paperwork and endless approval processes that slow down your sales team? Look no further – airSlate has the perfect solution! With our cutting-edge automation technology, you can revolutionize your sales approval processes and propel your business forward.

Gone are the days of cumbersome paperwork and endless back-and-forth emails. airSlate provides a seamless, digital platform that allows you to automate your sales approval processes with just a few clicks. Say goodbye to manual data entry and hello to streamlined efficiency.

Our intuitive software is designed to simplify and expedite your sales approval workflows. Whether you need to obtain approvals for proposals, contracts, or purchase orders, airSlate has got you covered. With its powerful features, you can effortlessly create customizable approval templates tailored to your exact needs. Simply drag and drop the necessary fields, add comments, and set up routing rules – it’s that easy.

But that's not all – airSlate takes automation to the next level with its integrations with popular CRM systems. Seamlessly connect your sales data, customer information, and approval processes, ensuring a smooth and transparent flow of information across your organization. No more manual data entry or duplicate efforts – airSlate does it all for you.

Not only does airSlate enhance efficiency, but it also safeguards your valuable data. Our platform provides top-notch security measures, ensuring that your sensitive sales information remains encrypted and protected at all times. Rest easy knowing that your data is in safe hands.

At airSlate Academy, our mission is to empower businesses to reach new heights through the power of automation. With our user-friendly interface and robust features, you don't need to be an IT expert to automate your sales approval processes. Our platform is designed with simplicity in mind, allowing even the non-technical members of your team to easily navigate and implement automation solutions.

Join the numerous businesses that have already transformed their sales approval processes with airSlate. Experience increased efficiency, faster turnaround times, and improved collaboration across your sales team. Don't let manual processes hold you back – automate your sales approvals with airSlate today and watch your business soar to new heights.

Contact us now to schedule a demo and see how airSlate can revolutionize your sales approval processes. Take the first step towards a future where sales automation is the norm and watch your business thrive like never before.

Questions & answers

Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
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To access the video instructions on how to Automate Your Sales Approval Processes with airSlate, simply visit the airSlate Academy website. There, you will find a page dedicated to free access to these helpful videos. By following the provided link, you can easily navigate to the videos and start learning how to streamline your sales approval processes.

Yes, there is a transcript available for the video instruction. We understand that some individuals may prefer to read along or have a written resource to reference. Therefore, we have provided a transcript for each video on the airSlate Academy website. This ensures that you can access the information in a way that suits your learning style best.

The video instructions on how to Automate Your Sales Approval Processes with airSlate range in length from 40 seconds to 1 minute. We understand the value of your time and strive to deliver concise and efficient instructional content. Within this short timeframe, you will receive comprehensive guidance on how to automate your sales approval processes and maximize the power of airSlate.

Yes, you will need an airSlate account to Automate Your Sales Approval Processes with airSlate. By creating an account, you will gain access to the full range of features and capabilities that airSlate has to offer. This will empower you to streamline your sales approval processes and unlock the potential for increased efficiency and productivity.

Automating Your Sales Approval Processes with airSlate is incredibly easy. Our user-friendly platform is designed to simplify complex tasks and make automation accessible to all users. With the step-by-step guidance provided in the video instructions, you will quickly grasp the concepts and techniques necessary to automate your sales approval processes. Rest assured, airSlate is committed to providing you with a seamless experience as you embark on your automation journey.