Cloud deal from ZohoCRM

Automate your contract management workflows from start to finish by employing an all-in-one, no-code platform. Simplify approval lifecycles and close deals faster; Cloud Deal From ZohoCRM.
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Discover the ‘Cloud Deal From ZohoCRM’ feature and and other tools to automate your document-based processes. Benefit from an entirely new approach to work where you and your team can spend more time on strategic initiatives.
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Avoid combining dozens of tools to complete simple workflows. Set up airSlate Integration and Automation Bots to send notifications and connect your Cloud Deal From ZohoCRM-related workflow with multiple systems of record.
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Set up Bots to automatically fill your documents with specified data, then include a legally-binding eSignature. Cloud Deal From ZohoCRM – Negotiate in real-time and sign contracts faster.
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Simplify approval lifecycles and close deals faster

Eliminate errors and automate your contract management workflows from start to finish using an all-in-one, no-code platform.
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Watch API airSlate contract construction and ‘Cloud Deal From ZohoCRM’ feature in action

Learn how to author and negotiate contracts, get them eSigned, and collect payments with airSlate.
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Powerful cloud deal from ZohoCRM solution

Learn why airSlate’s cloud deal from ZohoCRM beats the competition
airSlate
PandaDoc
DocuSign
Conga
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
eSignature
Extra cost
Extra cost
Customizable document routing and approval workflow
Template library
Automated notifications and reminders
Redlining
Revisions
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
Branching
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
SSO
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Automate business interactions with airSlate products

Deploy any business process with an all-in-one no-code automation platform.
Robotic process automation
Configure no-code airSlate Bots in minutes to pre-fill or extract data, integrate into a single or multiple systems of record, automate routing and decisions, or set up reminders, and notifications. Any repetitive task can be done by an existing Bot, or we can build a new one.
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Document generation
The most powerful document generation engine with text tags, fillable fields, e-signature and roles built in, with the ability to connect to multiple data sources simultaneously without writing a single line of code.
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Accept payments
Connect to a payment gateway and accept credit cards, ACH or other forms of payment. Use no-code airSlate Bots to quickly integrate payment collection into contract negotiation, quote-creation, invoicing or accounting.
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Workflow automation
Automate routing, approvals, data collection, reporting and other workflows using no-code airSlate Bots. Configure and deploy them in minutes, no API, coding or complicated standards to learn.
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Contract negotiations
Pre-fill, generate from templates, comment, redline, track changes, approve and e-sign contracts in a single, integrated no-code business automation platform.
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Built-in e-signing
Use airSlate’s enterprise-grade e-signature to set up any multi-signature role-based workflow.
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Mobile-first web forms
Use airSlate’s drag-drop wizard to create powerful, interactive, mobile-native web forms.
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Contract management
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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Advanced analytics
Custom analytics are as easy to set up as our no-code airSlate Bots. Create graphs and reports based on any field in a document, data value, or activity in your workspace.
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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 and using the ‘Cloud Deal From ZohoCRM’ feature.
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 document generation templates

Browse a library of hundreds of ready-to-use templates. Customize them, connect them to multiple data sources, and start running your automated workflows.
Capital Expenditure Request Approval
The Capital Expenditure Request Flow is used by accounting and finance departments to get expenditure requests approved by their company’s CFO and CEO....
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Contract Management
The Contract Management Flow is used by a company’s Procurement department to automate the process of purchasing goods or services on contract....
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Employee Onboarding
The Employee Onboarding Flow is used by HR departments to automatically collect new employee information for future use....
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Vacation/Leave Request
Automatically collect approved vacation request forms with airSlate. Integrate with your CRM with no coding required. Try out the seamless workflow automation....
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Sales Invoice
The Sales Invoice Flow is used by Sales departments to create and approve sales invoices before sending them to customers....
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Budget Approval
The Budget Approval Flow is used by Accounting and Finance Departments to automate and speed up the approval processes for funding company initiatives....
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Marketing Campaign
A Marketing Campaign Flow is used by Marketing departments to automate reviews and approvals of new marketing campaigns....
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Internal Job Application
The Internal Job Application Flow is used by HR departments to automate the process of collecting and reviewing applications for new hires....
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Travel Request
Accounting and finance departments use the Travel Request Flow to automate the process of managing employee requests for planning business trips or requesting assistance for upcoming travel plans....
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Become an expert in automation

Enroll in any of the airSlate Academy's free courses and learn the ins and outs of automating document workflows with airSlate products.

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Generate documents for any industry workflow

By connecting and automating entire document workflows, airSlate helps industries and departments do business faster with less risk, lower costs, and better experiences for customers and employees.

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Enterprise-class security and compliance

airSlate is committed to protecting your sensitive information by complying with global industry-leading security standards.
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soc-2
SOC 2 Type II certification
Guarantees the secure management of your data & the privacy of your clients.
hipaa
HIPAA compliance
Protects your patients’ private health information.
gdpr
GDPR compliance
Regulates the use and holding of personal data belonging to EU residents.
pci
PCI DSS certification
Safeguards credit/debit card data for every monetary transaction a customer makes.
ferpa
FERPA
Protects the privacy of student records maintained by an educational institution.
ccpa
CCPA compliance
Enhances the protection of personal data and privacy belonging to California residents.
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airSlate improves cloud deal from ZohoCRM

airSlate raises your efficiency to a new level. A combination of robust tools for document generation, building web forms, creating legally-binding esignatures, and using software robots has a huge impact on your and your employees’ daily operations. You don't have to spend hours on cloud deal from ZohoCRM anymore. All you need is a vision of your perfect workflow, and our professional solution will help you turn it into a reality.
How to enhance cloud deal from ZohoCRM:
  1. Create an account. Go to the airSlate website and complete a simple registration procedure.
  2. Customize your Workspace. Indicate the name of your company, add its logo, define accessibility for new users.
  3. Check out the product. Explore helpful tips and tricks to getting started with the solution.
  4. Start building your first Flow. Select Create New Flow and choose how you’re going to collect information needed for cloud deal from ZohoCRM or simply upload it to the system.
  5. Assign Roles. Click the appropriate button at the top of the screen and indicate people that must have access to the Flow and their permissions and responsibilities.
  6. Set up automation. Add Bots that will integrate your forms with other systems of record or automate the document lifecycle.
  7. Test everything out. Share the workflow with colleagues and watch your work get simpler.
If something goes wrong or you run into difficulties with automating work processes, consider enrolling in the airSlate Academy courses. They’ll help you learn more about business process automation and available tools. They’ll even provide you with real-life use cases that will help you get ideas for your own business.

Digitize your processes with airSlate

Cloud Deal From ZohoCRM – Create, set up, and automate dynamic no-code document workflows.
Insist on indenture negotiation
Help the way your team works on documents of all kinds with airSlate. Wipe out tedious actions and Join Contract Negotiation without the human factor. Add code-free automation to your working processe...
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Insist on engagement approval
Explore an modern way to work. Couple Contract Negotiation without coding. Develop and share professional documents, collect legally-valid e-signatures, and maintain workflows successfully....
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Insist on engagement arbitration
Arrange and automate related workflows with the only no-code business automation system, airSlate. Try its progressive Bots to Link together Process Collaboration. Personalize your working processes i...
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Insist on engagement confirmation
With a quick to set up, no-code platform, create automated, adaptable, and ROI-oriented processes for a scalable and top quality business. Tie in Contract Negotiation with airSlate. Coordinate everyth...
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Insist on engagement consultation
With a quick to utilize, no-code platform, construct automated, adaptable, and ROI-oriented processes for a scalable and high quality business. Update Process Collaboration with airSlate. Organize eve...
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Insist on engagement negotiation
Configure and automate any business process and increase your team’s efficiency with airSlate. Bind Contract Negotiation with a no-code platform. Build, collaborate, and organize all your work in on...
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Insist upon contract approval
Help make your administrative processes more effective, from purchases to payments. Get far better outcome via the chance to Start Process Collaboration without a single line of code. Get more tasks c...
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Insist upon contract arbitration
Set up more successful and automated workflows for your team. airSlate’s way of data collaboration streamlines how information templates all over an organization. Add Contract Negotiation with no ne...
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Insist upon contract confirmation
Combine airSlate with your present CRM or ERP system without APIs or coding. Automate manual tasks, personalize dashboards, and connect teams to build a unified and built-in Workspace. Deploy progress...
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Insist upon contract consultation
Get a 360º view of each of your business processes. Implement automated document generation, contract management and negotiation, payments, and e-signatures. Tailor Process Collaboration with airSlat...
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Questions & answers

Here is a list of the most common customer questions. If you can t find an answer to your question, please don't hesitate to each out to us.
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We’ve got the answers to your questions

How does automation help in a cloud deal from ZohoCRM?

Automation plays a crucial role in a cloud deal from ZohoCRM, offering numerous benefits to streamline and enhance the overall process. By automating tasks such as data entry, document generation, and contract management, businesses can save time and improve accuracy. With airSlate's document automation platform, organizations can simplify complex workflows, reduce manual errors, and ensure seamless collaboration, ultimately leading to increased productivity and customer satisfaction.

What is the best solution to automate a cloud deal from ZohoCRM?

The best solution to automate a cloud deal from ZohoCRM is by using the airSlate document automation platform. With airSlate, you can streamline your document workflow, automate repetitive tasks, and ensure a smooth and efficient sales process. By integrating ZohoCRM with airSlate, you can automatically generate and send contracts, proposals, and other sales documents, eliminating manual data entry and saving valuable time. With airSlate's robust features and user-friendly interface, you can confidently automate your cloud deals and focus on growing your business.

How can you automate a cloud deal from ZohoCRM with airSlate?

To automate a cloud deal from ZohoCRM with airSlate, you can leverage the powerful capabilities of airSlate's document automation platform. By integrating ZohoCRM with airSlate, you can seamlessly transfer data and automate the entire deal process, eliminating manual tasks and reducing errors. With airSlate's user-friendly interface and wide range of automation features, you can confidently streamline your cloud deals and enhance efficiency in your B2B organization. Say goodbye to tedious manual processes and embrace the simplicity and effectiveness of airSlate.

What are the pros of an automated cloud deal from ZohoCRM?

There are several pros to an automated cloud deal from ZohoCRM. Firstly, it offers convenience as it allows you to access your CRM data from anywhere, at any time. This means you can stay connected to your customers and make informed decisions on the go. Secondly, automation streamlines your processes, saving you time and reducing manual errors. With ZohoCRM's automated cloud deal, you can automate repetitive tasks such as data entry and follow-ups, allowing you to focus on more important aspects of your business. Lastly, ZohoCRM provides a secure and reliable platform, ensuring that your data is protected and accessible whenever you need it. So, with ZohoCRM's automated cloud deal, you can enhance your productivity, improve customer relationships, and drive growth in your business.