Draft easy from Salesforce

Create, redline, and eSign contracts within a single platform while collaborating with customers and business partners. Automate any contract negotiation workflow; Draft Easy From Salesforce.
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Discover the ‘Draft Easy From Salesforce’ 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 Draft Easy From Salesforce-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. Draft Easy From Salesforce – Negotiate in real-time and sign contracts faster.
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Negotiate in real-time and sign contracts faster

Create, redline, and eSign contracts on a single platform while collaborating with customers and business partners.
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Watch API airSlate contract construction and ‘Draft Easy From Salesforce’ feature in action

Author contracts, set up workflow steps, negotiate in real time, and archive once finalized.
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Powerful draft easy from Salesforce solution

Learn why airSlate’s draft easy from Salesforce beats the competition
airSlate
PandaDoc
DocuSign
Conga
Document generation from Salesforce
Document generation from MS Dynamics 365
Document generation from NetSuite
Advanced multi-cloud document generation
Actionable fields
Create contracts and templates online
Conditional logic
eSignature
Extra cost
Extra cost
Customizable document routing and approval workflow
Template library
Automated notifications and reminders
Redlining
Track changes
Versioning
Audit log
External contract review
Integrated payments
Recipient authentication
Workflow library
Multi-cloud workflow automation
No-code integration bots
No-code automation bots
No-code archive bots
No-code reminders and notifications, event-based
No-code workflow analytics setup
PDF editing
PDF annotations
Contract lifecycle management
Spreadsheet creation
Role based document access
Role based field access
Robotic process automation
Web form builder
Security and compliance
HIPAA compliance
User management
User and access control
Organization administration
Audit trail
Multiple workspaces
Mobile application
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 ‘Draft Easy From Salesforce’ 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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Try airSlate’s all-in-one document workflow automation for free

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airSlate improves the way you draft easy from Salesforce

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 to draft easy from Salesforce 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 draft easy from Salesforce:
  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 want to collect the information you need for you to draft easy from Salesforce 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

Draft Easy From Salesforce – Create, set up, and automate dynamic no-code document workflows.
Assimilate free on microsoft
With a quick to install, no-code platform, create automated, flexible, and ROI-oriented processes for a scalable and top quality business. System PDF Form with airSlate. Manage everything in one place...
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Assimilate free on mobile
Arrange and automate linked workflows with the only no-code business automation platform, airSlate. Try its progressive Bots to Pre-fill PDF Form. Customize your working processes in a way that assure...
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Assimilate free on motorola
Help make your administrative processes more efficient, from purchases to payments. Get much better outcome via the capability to Adapt Web Forms without a single line of code. Achieve more with airSl...
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Enhance the way your team works on documents of all kinds with airSlate. Wipe out tedious steps and Link Form without the human factor. Add code-free automation to your working processes for fewer mis...
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Assimilate free on safari
Set up more successful and automated workflows for your team. airSlate’s strategy to data collaboration streamlines how information templates all over an organization. String Mobile Forms without ha...
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Assimilate free on server
Help make your administrative processes more effective, from purchases to reimbursements. Get better outcomes via the capability to Assemble Web Form without a single line of code. Achieve more with a...
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Assimilate free on tablet
Remove steps that don’t add value to your process in order to make better use of your team's time. Enhance communication, control documents, delegate tasks, and create approval workflows without tec...
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Assimilate free on windows
Get use of revolutionary Automation Bots and insights into modern business process automation. Tune Web Forms without any kind of coding skills or IT professional. Stay up to date and manage activity ...
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Assimilate free platform
Generate professional and error-free documents, take advantage of legally-valid e-signatures, and take care of workflows effectively. Take control of your remote teams and help them reach the next lev...
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Assimilate free solution
Handle your business with secure, flexible processes that scale according to your needs with an easy to deploy, no-code automation software. Interface Web Forms with airSlate. Obtain the most out of y...
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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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Searches related to Draft Easy From Salesforce

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We’ve got the answers to your questions

How does automation help in a draft easy from Salesforce?

Automation in a draft saves you time, reduces errors, and ensures consistency. With airSlate's document automation platform, you can easily create templates, generate documents quickly, and streamline the entire drafting process in Salesforce. This efficient workflow allows you to focus on more important tasks and improve overall productivity. Trust in the power of automation to simplify your drafting experience and elevate your efficiency.

What is the best solution to automate a draft easy from Salesforce?

The best solution to automate a draft easily from Salesforce is to utilize airSlate document automation platform. By integrating airSlate with Salesforce, you can streamline the drafting process and eliminate manual errors. With airSlate, you can create customized templates, set up automated workflows, and ensure seamless communication between Salesforce and other systems. This efficient solution will not only save time but also improve accuracy and productivity in your document creation process.

How can you automate a draft easy from Salesforce with airSlate?

To automate a draft easily from Salesforce with airSlate, simply integrate Salesforce with airSlate using pre-built connectors. This seamless integration allows you to automatically generate drafts based on Salesforce data without any manual input. With airSlate's intuitive interface and powerful automation capabilities, you can streamline your document workflows, saving time and improving accuracy in your business processes. By leveraging airSlate's advanced features, you can ensure that your drafts are consistently generated with precision and efficiency, ultimately enhancing your overall productivity and performance.

What are the pros of an automated draft easy from Salesforce?

Automated drafting from Salesforce offers several benefits. Firstly, it streamlines the document creation process, saving you time and effort. Secondly, it reduces errors by standardizing templates and ensuring accuracy in your contracts. Lastly, it increases productivity by allowing you to focus on more critical tasks while the drafting is taken care of seamlessly. With airSlate document automation platform, you can experience these advantages firsthand and revolutionize your document workflow.