Automate Your Sales Approvals with DOCX Templates

Hello and welcome to airSlate, the best workflow automation solution out there. Watch this video to stay current with all the ways airSlate can benefit your business and streamline your day-to-day processes.

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 some tips your team can use to reclaim working hours and reduce costs with airSlate.

airSlate DOCX templates allow you to generate and customize documents with dynamic and static data, make them ready for redlining, populate information from different sources, and route data to your cloud systems.

To get started, select the Flow you’re currently working on, or create a new Flow if you don't have one yet.

To start adding documents and forms, go to the Add new dropdown, click Create from scratch, and select the Document generation option. Then, use the Tag generator to add text tags to your document or insert tag syntax on your own. When finished, click Save.

Next, right next to the Step you need, click Bots and then Add Bot to Step. Choose "Pre-fill from Salesforce Record" from the Salesforce category to automatically pre-fill a document with data taken from a Salesforce record, child objects, or PNG and JPEG files. To add it to the Step, click Install Bot. Once the Bot is added, the Bot settings window will open.

Connect your Salesforce account, choose the Salesforce base object that contains the records you need, select the data type you’d like to map, and map Salesforce object fields to document fields.

Finally, adjust the search criteria for the starting record, set conditions to adjust how and when the Bot will act, and click Apply setup to enable the Bot.

Once you’ve finished the Bot setup, save your Flow as Template and publish it.

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.

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