A Flow, short for workflow, is a business process that contains documents and forms as well as the settings for access and editing permissions. You can automate any step of a Flow with the help of airSlate’s integration and automation Bots.

A Slate contains copies of the documents and forms that you’ve added to a Flow. You can fill out and edit a Slate, share it with anyone, and collaborate on it. Any time a Slate’s content is changed, a new Slate Revision is created.

No, they don’t. An airSlate user may share a Flow or a Slate with anyone outside the organization. They will be using airSlate in Guest mode, without the need to register or sign in.

Bots are configurable actions that are executed based on pre-set triggers and conditions so that you can automate any step of a workflow. Bots allow you to pre-fill documents with data, send notifications or reminders, export filled-in data, archive documents and more.

airSlate integrates with cloud services, CRMs, email providers and SQL databases via Bots. The advantage of using Bots is that you never have to code or use an API to integrate your workflows with the services you already use. Our library of integration Bots covers Salesforce, Netsuite, Microsoft and Google suites, Dropbox, and others.
If your company requires a specific integration, contact our support team.

airSlate was designed to deliver the most intuitive and powerful user experience on the market. You don’t need any training or additional skills to start using airSlate right away. Yet, if you want to become a power user or advance your career by becoming an automation leader for your organization, we suggest taking a look at the airSlate University courses.

Check out the airSlate Help Center or contact our support.

You can create, automate and manage almost any industry’s workflow in airSlate. These include HR, sales, finance, procurement, administration and many others.
Check out our Flow Library to find ready-to-use Flow templates for your company’s needs.

Yes, airSlate complies with GDPR and PCI DSS security standards.

airSlate includes 3 subscription plans: Free, Basic, and airSlate Business Cloud. There is no difference in functionality between the Free and Basic plans.

Full access to each Slate is limited to 30 days after account creation.

The Free plan limits the amount of time you and your teammates can work on Slates in your Workspace.

Create, send, view, and export as many Slates as you want for the first 30 days after registering an account. After 30 days, exporting Slates will be unavailable for the following 14 days.

During this time, you can renew full access to Slates by subscribing to any plan. If you choose not to do that, access to your Workspace will be restricted for the next 16 days, preventing you from logging in. After 16 days, your Workspace domain name will be deleted from airSlate. All the Slates you have created are archived. The Workspace Owner can access them by sending a request to the airSlate support team.

The airSlate Business Cloud plan helps businesses digitize andautomate processes no matter how big, all within one holistic ecosystem of products. The Business Cloud plan gives you 4 essential products that span PDF editing, workflow automation, e-signature workflows, and robotic and document process automation. Because this plan is essential for your business processes it is the only airSlate plan that requires you to contact a sales representative before subscribing.

airSlate offers an unlimited free plan for starter users. Advanced subscriptions are paid but offer more broad usage packages aimed at small, medium and enterprise organizations.

No, you do not need to add your payment details when signing up for a free trial. Just enter your email and you’ll be ready to create your workspace in a few steps.

The Workspace Owner can switch between airSlate plans at any time.

With the airSlate Free subscription plan, you can add as many users as you need.

The usage limit for a Basic subscription plan is one seat. If an organization’s subscription is billed monthly and intends to add more user seats to their current Basic plan, a separate charge will be issued for each new user in addition to the organization’s monthly subscription bill.

With an annually billed plan, you make one payment for an entire year upfront. The cost for additional users is charged on a monthly basis.

However, the pricing for additional users will vary depending on the user type. Flow Filler and Guest are counted as free users, whereas a Workspace Owner, Supervisor, and Flow Creator are paid users.

The airSlate Business Cloud plan includes 10 user seats. If you’d like to add more user seats to your Business Cloud plan, please contact our sales representative +1 (800) 511 4951

No, people who receive documents for signing don’t need an airSlate account. However, if you’re sending documents and Flows for recipients to edit and collaborate on, those recipients will have to create an airSlate account.

Every airSlate user can have a specific Workspace role. The role of Supervisor gives a user the same access privileges as the Workspace Owner. Users with the role of Flow Creator have the ability to create and set up new Flows whereas users in the role of Auditor can view all Flows in a Workspace, along with their Slates and Slate Revisions, but has no editing permissions and can’t change Flow settings.

Users assigned to the Flow Filler role can collaborate on Team Flows and work on the Flows that have been shared with them.

The role of Guest gives a user the right to fill out Slates that have been assigned to them and download Slate documents. But they can’t create or change Flow settings, assign Slates, add and manage teammates, or edit company info.

Users can create and change Flows, send Slates, setup Bots, and share a Flow with teammates and guests.