Sales agreement NetSuite
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Your guideline on how to better deal with Sales agreement in NetSuite
Take the following steps to improve the Sales agreement in NetSuite:
- Install the airSlate Bundle to your ERP account and turn on its token-based authentication.
- Log in to airSlate, then choose the ready-made Template from the library or create one from scratch.
- Install a suitable Integration Bot to your Template based on what you need to do: create records, update details in your ERP records, export them, etc.
- Enter the User ID, Secret, and Token ID in the Bot configuration to link the Template with your ERP account.
- Select the form you need for your Sales agreement in NetSuite.
- Map the airSlate document fields with the corresponding record types in NetSuite.
- Provide the conditions that will activate the Bot and decide what to do if it fails.
- Click Apply Setup to end configuring your workflow optimization.
Have questions or want to know more about airSlate?
- Address any of your questions about airSlate
- Get qualified assistance when using the product
- Request a feature you would like to use with airSlate
Questions & answers
NetSuite integrates with lots of tools. We recommend you choosing airSlate as a single end-to-end workflow automation software. Create a sales agreement in up to 15 minutes and use our Bots to set up connections. You can create or update records in your NetSuite base or upload forms to its records when conditions are met.
NetSuite and airSlate have a powerful integration allowing you to work on documents like a sales agreement right from your account, using airSlate RPA, without leaving NetSuite. Build complex document-based processes digitally, customizing and creating templates with smart fillable fields and dropdowns for your clients, customers, staff members, and partners to fill out and complete.
Bots are airSlate’s bread and butter. Without Bots, robotic process automation (RPA) isn’t a thing. They operate on pre-scripted code and push and pull NetSuite data from records for pre-filing documents like a sales agreement. Thus, you don't need to copy and paste information manually; the tiny microprograms will do it for you, 24/7 or for as long as you want them to.
When creating an sales agreement from scratch, use an end-to-end Flow builder. Upload documents, route Slates between recipients, and, most importantly, set up Bots for transferring data between NetSuite and your sales agreement. The first and second stages can be checked during setup, preview forms and contracts before you use them and double-check recipient email addresses. But for the last step, you need to run the Flow and check the Bot Log to make sure that everything is working correctly.
Software is much better at managing processes without errors than humans in many spheres. It doesn't make mistakes during monotonous work, a good reason to delegate tedious tasks like collecting or transferring data to it. Make your sales agreement more efficient by configuring an airSlate Flow with professional document templates and built-in editor, Automation and Integration Bots, and the airSlate Academy for learning everything there is to know about streamlining business processes with no-code, robotic process automation.
With airSlate, you don't need to create records, update them, or attach documents manually. Unique software robots can be configured to make sales agreement-related processes faster. This form of document workflow acceleration allows you and your employees to save more time for more valuable tasks.