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A document is a digital envelope filled with one or more files sent to different recipients based on their roles in a document workflow. It's like a package that holds everything related to a specific process.

A template is a reusable document with pre-defined roles and fillable fields. Create it once and use it to send one packet of documents to different recipients every time you need it. You can even turn your template into a workflow to add automation magic.

A workflow is your repeatable business process. You add fillable documents and forms, set up a step-by-step document journey, and then spice it up with automation using bots, autostarts, shareable links, and conditions.

All airSlate subscriptions come with unlimited users!

Starter, Growth, Enterprise, and Automation Suite plans are billed annually. The plans are based on what features are included and how many credits are included in a plan. If you happen to use up every Bot action that came with your plan, you will simply be billed at a fair pay-as-you-go rate of $0.50 per credit at the end of each month. Customers are never forced to upgrade subscription tiers based on volume (always choosing the best plan based on the features they need).

The airSlate Automation Suite plan also includes 25 pdfFiller and 10 signNow licenses. Additional licenses of pdfFiller and signNow are available for purchase depending on the needs of your organization. If you need help figuring out which plan is right for you or would like to learn more about high-volume pricing discounts, please contact our Sales team at +1 (800) 511 4951

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

Roles define what your teammates can do within a workspace. There are six roles: Workspace Owner, Supervisor, Auditor, Creator, Filler, and Guest.

The Workspace Owner can manage and delete a workspace if needed. They can send documents, create templates, design workflows, manage teammates, and handle payments.

The Supervisor has all the powers of a Workspace Owner, except for the ability to delete the workspace.

An Auditor can see all the documents, templates, and workflows within a workspace.

A Creator can send documents, create templates, and design workflows. But remember, they can only see and send documents from the templates and workflows they've created.

A Filler can send and delete their documents within team workflows. A teammate becomes a Filler after they accept an invitation to join a workspace.

A Guest is a registered airSlate user who can view, fill out, and download documents sent to them.

airSlate includes 4 subscription plans: Starter, Growth, Enterprise, and Automation Suite. The plans are based on what features are included and how many Bot actions are included in the plan you choose.

The airSlate Enterprise and Automation Suite plans help businesses digitize and automate processes no matter how big, all within one holistic ecosystem of products. The Enterprise plan gives you the ability to add integrations that are essential to workflow productivity. The Automation Suite plan gives you 4 essential products that span enterprise-grade eSignature, PDF editing, and document workflow automation.

Enterprise plans come with implementation assistance from our expert Solutions Engineers that will help you and your team implement your ideal workflow. With the Automation Suite, you’ll also get a dedicated Customer Success Manager that will ensure you're getting the most value out of airSlate. Our CSMs will provide the tools and support you need to achieve your organizational goals at every step of the process.

Depending on their roles, users can manage teammates and company info, create and edit documents, templates, and workflows while collaborating with teammates and people outside the organization.

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, Google, 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 Academy courses.

You can create, automate, and integrate document workflows for almost any industry or department using airSlate. These include HR, sales, finance, procurement, administration, and many others. Check out Templates to find ready-to-use document workflows for your organization’s needs.

Users with the Workspace Owner or Supervisor roles can switch between airSlate plans anytime.

airSlate is committed to protecting your sensitive information by complying with global industry-leading security standards, including GDPR, CCPA, and PCI DSS certifications, and more.