Automate your contract management lifecycle with airSlate

Generate quotes, contracts, orders, and invoices while receiving payments and tracking contract execution. Automate every step of the sales and procurement process by integrating with a single platform.
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Edit your existing contracts and create new ones from DOCX or PDF documents. Integrate with multiple systems of record and cloud apps to manage your business on a single platform.
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Automate generating and sending out invoices. Allow clients to securely pay when completing your documents. Forward signed quotes to procurement and update your CRM records automatically.
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Configure workflows to transfer documents and data across all your cloud applications using no-code, easy-to-configure airSlate Bots. No coding or expensive configurations necessary.
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Reduce contract approval lifecycles and eliminate late payments

Create customized contracts, automate approval workflows, track changes, and archive executed contracts.
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Watch airSlate contract management in action

Author and negotiate contracts, get them e-signed, collect payments and set up regular payment and invoicing.
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Powerful contract management solution

Learn why airSlate’s contract management beats the competition
Basic document generation from Salesforce
Basic document generation from MS Dynamics 365
Basic document generation from NetSuite
Advanced multi-source document generation
Actionable fields
Online editor
Extra cost
Conditional logic
Extra cost
Extra cost
Customizable document routing and approval workflow
Template library
Automated notifications and reminders
Audit log
External contract review
Web forms
Extra fee
Workflow library
Multi-cloud workflow automation
No-code integration bots
No-code automation bots
No-code archive bots
No-code workflow analytics setup
PDF editing
PDF annotations
Role based document access
Role based field access
Robotic process automation
Security and compliance
HIPAA compliance
User management
User and access control
Organization administration
Multiple workspaces
Mobile application
Integrated payments
Spreadsheet creation
In-person signing
Extra cost
Extra cost
Advanced recipient authentication
Recipient attachments
Custom welcome form
Address book
Document import
Document storage
Signing order
Extra cost
Extra cost
Certificate of completion
Extra cost
Extra cost
Bulk send
Extra cost
Extra cost
Distribute via QR code
File sharing with teammates
Document authoring and collaboration
Expiration for process
No-code analytics
Custom charts and reporting
Custom email notifications
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Automate business interactions with airSlate products

Deploy any business process with an all-in-one no-code automation platform.

No-code Bot automation for any workflow

Automate multi-step workflows with ready-to-use Bots, from document routing and notifications to generating documents pre-filled with CRM data.
Automation bots
Automate every step of your workflow: reminders and notifications, document population with data from other documents, assigning permissions, archiving and more.
Integration bots
Go beyond airSlate and make the CRMs and services that you already use a part of your automated workflows. Expand automation to third-party services without the need to code or pay for API integration.

Use pre-built templates for any business case

Browse a library of hundreds of ready-to-use templates. Customize them, connect them to multiple data sources, and start running your automated workflows.

Enterprise-class security and compliance

airSlate is committed to protecting your sensitive information by complying with global industry-leading security standards.
SOC 2 Type II certification
Guarantees the secure management of your data & the privacy of your clients.
HIPAA compliance
Protects your patients’ private health information.
GDPR compliance
Regulates the use and holding of personal data belonging to EU residents.
PCI DSS certification
Safeguards credit/debit card data for every monetary transaction a customer makes.
Protects the privacy of student records maintained by an educational institution.
CCPA compliance
Enhances the protection of personal data and privacy belonging to California residents.
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Why is a well-oiled contract management process is so important for business revenue?

Contract management is a standard part of a company’s activities, seen in every industry. The usually complex process aims to build relationships between two parties. Contract management consists of different stages, each of which is important and has its own bottleneck.

Mistakes in contract management can lead to a multitude of costly consequences:
  1. Delivery delays and missed deadlines
  2. Lack of transparency
  3. Slow lifecycles
  4. Errors
  5. Lack of compliance

To improve your process, you need to evaluate it from the bottom up. Find inefficiencies and eliminate them. For the rest of this article, we’re going to break down how airSlate turns your rusty steps into a fully automated Flow.

Step 1. Preparation

Utilize the Forms library — Every new deal requires the proper amount of due diligence to be done. However, most deals are actually very similar. Most often the only things changing are; names, dates, addresses, numbers, product/service, etc. Once you have a good template you don’t have to recreate contracts from scratch.

Step 2. Negotiation

Highlight and redline documents in real time — Negotiating is exhausting. Everyone’s goal is to compromise, while at the same time get what they want. Once one party receives the document, they get right to work, making changes it to it. Without transparency, the deal is doomed to failure. Keep things clear and both parties working collaboratively by keeping everything in one Flow. In the airSlate, you see everything, from the edits your client makes to the comments they leave. Once everything has been addressed, in just a few clicks you can transform the written-on draft into a ready agreement.

Step 3. Approval

Send the final draft for signing — After all the preparatory red tape and discussion is completed, you’re ready for the most straightforward stage of contract lifecycle management. Sending documents with a courier or attending meetings to share a document are time-consuming with a lot of moving parts. airSlate makes sending a contract out for signing super simple. All you need to do is add their email addresses or simply create a Public link. Oh, and remember those automation Bots we talked about earlier? One of those Bots even sends reminders to signers so that they don’t forget to add their signature.

Step 4. Execution

Execute and store the contract — Now it’s time to sign. airSlate gives each recipient a unique and legally-binding e-signature even if they don’t already have an account. All they have to do is accept to do business electronically. Once they’ve done that and applied their signatures you receive a notification that the contract is executed. From there, integration Bots move the contract to your desired and pre-defined location.

Step 5. Renewal

Take full advantage of contract lifecycle management — Agreement renewals are a great chance to strengthen relationships with business partners and increase your revenue. On the other hand, it takes a lot of time to check records manually or set calendar reminders. Plus, it’s not uncommon for someone to misenter information. Automated contract management services via Bots allow you to automatically create a new agreement towards the end of the previous one.

Step 6. Analysis

Explore your Dashboard — Keeping track of one contract’s lifecycle is hard enough. How about three, ten, thirty? That gets insane. If your company does any more than a hundred transactions a month, keeping track of all that data manually becomes impossible. And it’s a whole nother thing turning that mess of information into organized data sets and graphs. In airSlate, get metrics in real time. Widgets accurately represent what is happening and even calculate KPI and use measures to gauge various trends.

Get comprehensive contract management software that you don’t need to install. airSlate is an all-in-one platform that provides contract management certification. If you or your employees have an interest in getting free certification in business process automation, visit the airSlate Academy today.

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