Automate document creation, processing, and management.
Document generation
Create fillable PDFs from DOCX templates using custom text tags, quickly build web forms with an AI assistant, tailor your agreements with conditional sections, and dynamically pre-fill forms with data from any system of record.
Precise access control
Maintain complete control over your documents. Manage permissions to execute, edit, and view your workflows and document packages.
Variety of document formats
Upload documents in PDF or DOCX format, create fillable templates from DOCX files, and build or import mobile-friendly web forms.
Document packages
Assemble multiple documents into a single package automatically based on the recipient's details, such as jurisdiction or nature of the relationships, business rules, logical conditions, and document data.
Workflow builder
Visualize your document journeys.
No-code business logic
Use an intuitive drag-and-drop editor to visualize a business process with documents automatically routed to the right people based on conditions and business rules.
Conditional branches
Set up your workflow, so the documents are automatically sent down different paths based on business logic and various conditions.
Full process control
Track your documents from generation to completion. Ensure your automations run smoothly. Intervene whenever necessary.
Intelligent document routing
Configure how and when the documents are delivered to right people based on the document contents and business rules.
Business integration
Kickstart your business process from anywhere.
Launching from CRM
Start your workflow directly from your CRM records with a click of a button—no need to switch tabs.
Sharing via link
Distribute a workflow URL via email, a messaging app, corporate portal, chat, or any other communication method to let users initiate a document workflow.
Workflow scheduling
Create a schedule for your workflows to launch and ensure that your documents reach recipients on time.
Workflow triggers
Set various triggers to activate your document workflows from other applications. These triggers may include specific in-app actions, data updates, record creation, and more.
Data integrations
Save time and avoid errors by eliminating data copy/paste.
Library of documents and integrations
Save time by getting the necessary document templates from WorkFlow’s online catalog and effortlessly connect your favorite CRMs and apps to drive automation across your tech stack.
Automatic record updates
After your document has been completed, automatically extract data from specific fields and use it to update information in your CRM, spreadsheets, and databases.
Storing docs in your CRM
Once the documents are executed, automatically attach them to your CRM records or export documents into other repositories.
Populating documents with CRM data
Use no-code bots to fill your contracts, reports, proposals, and invoices with data from your CRM, ERP, databases, and spreadsheets.
Setup and administration
Set up and manage your workflows without developers.
Cloud-based solution
WorkFlow is a SaaS platform requiring no installation efforts. Once you register, the software is ready to go. AWS hosting provides high availability, data replication, and localized data storage for compliance purposes.
Real-time monitoring
Track your documents in real-time, monitor the status updates, and intervene as necessary. Automatically send the reminders to workflow participants.
Access control
Create shared workspaces and manage user access levels for your team members, stakeholders, and contacts to enable efficient and centralized collaboration.
Security and compliance
airSlate WorkFlow is committed to protecting your sensitive information by complying with global industry‑leading security standards.
WorkFlow – trusted by all
From SMBs to enterprises, customers use WorkFlow to create, integrate, and automate document workflows.
Usage-based pricing
Maximize your ROI and scale as you grow
Pay for the value you get from document automation instead of user seats. Purchase a package of credits based on your expected usage and only spend them on necessary automation/bot actions. You can upgrade your plan at any time as you grow.
