Deal automation

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; Deal Automation.
Get started for free
Deal Automation Deal Automation Circle illustration Circle illustration
Discover the ‘Deal Automation’ 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.
Feature image
Avoid combining dozens of tools to complete simple workflows. Set up airSlate Integration and Automation Bots to send notifications and connect your Deal Automation-related workflow with multiple systems of record.
Feature image
Set up Bots to automatically fill your documents with specified data, then include a legally-binding eSignature. Deal Automation – Negotiate in real-time and sign contracts faster.
Feature image

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.
Get started for free

Watch API airSlate contract construction and ‘Deal Automation’ feature in action

Learn how to author and negotiate contracts, get them eSigned, and collect payments with airSlate.
Left hand illustration Right hand illustration

Powerful deal automation solution

Learn why airSlate’s deal automation 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
Show more
Choose a better solution

Try airSlate’s all-in-one document workflow automation for free

Start free trial

Automate document workflows with airSlate products

Deploy any business process with an all-in-one no-code automation platform..
Workflow features examples
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.
 Workflow features examples
Document Generation
The most powerful document generation engine with text tags, fillable fields, eSignature and roles built in, with the ability to connect to multiple data sources simultaneously without writing a single line of code.
 Workflow features examples
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.
 Workflow features examples
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.
 Workflow features examples
Contract Negotiation
Pre-fill, generate from templates, comment, redline, track changes, approve and eSign contracts in a single, integrated no-code business automation platform.
 Workflow features examples
Built-in eSigning
Use airSlate’s enterprise-grade eSignature to set up any multi-signature role-based workflow.
 Workflow features examples
Mobile-first web forms
Use airSlate’s drag-drop wizard to create powerful, interactive, mobile-native web forms.
 Workflow features examples
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.
 Workflow features examples
Аdvanced 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.

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 ‘Deal Automation’ 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....
Learn more
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....
Learn more
Employee Onboarding
The Employee Onboarding Flow is used by HR departments to automatically collect new employee information for future use....
Learn more
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....
Learn more
Sales Invoice
The Sales Invoice Flow is used by Sales departments to create and approve sales invoices before sending them to customers....
Learn more
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....
Learn more
Marketing Campaign
A Marketing Campaign Flow is used by Marketing departments to automate reviews and approvals of new marketing campaigns....
Learn more
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....
Learn more
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....
Learn more
Document generation illustration

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.

Join airSlate Academy
Workflow industries illustration

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.

See all industries

Enterprise-class security and compliance

airSlate is committed to protecting your sensitive information by complying with global industry-leading security standards.
Get started for free
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.
Get started for free
Choose a better solution

Try airSlate’s all-in-one document workflow automation for free

Start free trial

airSlate improves deal automation

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 deal automation 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 deal automation:
  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 deal automation 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

Deal Automation – Create, set up, and automate dynamic no-code document workflows.
Add engagement development
Automate manual tasks, track improvement, and work together better in teams. Use no-code Bots to Interface Business Operations. Centralize and take control of your entire operation using the only no-c...
Learn more
Add engagement digitalization
With a quick to set up, no-code platform, create automated, flexible, and ROI-oriented processes for a scalable and high quality business. Automate Contract Management with airSlate. Coordinate everyt...
Learn more
Add engagement establishment
Combine airSlate with your current CRM or ERP system without APIs or coding. Automate manual tasks, modify dashboards, and connect teams to build a unified and integrated Workspace. Deploy modern Bots...
Learn more
Add engagement formation
Generate professional and error-free documents, benefit from legally-valid e-signatures, and control workflows successfully. Take control of your remote teams and help them achieve the next level. Adm...
Learn more
Add engagement generation
Set up and automate linked workflows with the only no-code business automation system, airSlate. Try its progressive Bots to Fill out Contract Management. Personalize your working processes in a way t...
Learn more
Add engagement management
Pool Contract Management with a amazing, cost-effective, and easy-to-use answer for your business. Check out airSlate’s Automation Bots. They assist make work easier and people more content. Build a...
Learn more
Add engagement production
Configure and automate linked workflows with the only no-code business automation platform, airSlate. Try its modern Bots to Link Business Operations. Modify your working processes in a method that as...
Learn more
Add engagement system
Handle your business with secure, flexible processes that scale according to your needs with an easy to deploy, no-code automation program. Archive Business Operations with airSlate. Obtain the most o...
Learn more
Add engagement tasks
Get a 360º view of each of your business processes. Implement automated document generation, contract management and negotiation, payments, and e-signatures. Install Contract Management with airSlate...
Learn more
Add engagement automation
airSlate mixes no-code robotic process automation, document generation, contract negotiation, and e-signing into a single business automation software. Try progressive Bots to Create Contract Manageme...
Learn more

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.
Need help?
Contact Support

Use a powerful workflow automation platform like airSlate to Consolidate Business Operations automatically. deal automation. You can optimize any business process by setting up the respective Bots. Create, integrate, and automate workflows with an easy-to-use solution.

Our workflow software is built according to all the most important and demanding global regulations. deal automation. It uses encryption and secured channels constantly to ensure that you always Consolidate Business Operations securely.

It depends on the number of documents that need to be processed and the number of responsible people in each workflow. Basic processes that Consolidate Business Operations for small employee groups or companies can be easily set up in less than 15-20 minutes.

All you need to do is to decide to use airSlate automation. Simply create an account and start configuring workflows by uploading documents and adding Integration and/or Automation Bots. Consolidate Business Operations much more efficiently than before.

You have the opportunity to Consolidate Business Operations as many times as you need. deal automation. Specialized software robots – Bots – work for you daily and nightly. By eliminating the need for manual data input, your team’s work gets a whole lot easier. Increase ROI and benefit from airSlate workflow automation.

Yes, you can Consolidate Business Operations in any application (on-prem or cloud-based). deal automation. Integrate with airSlate, a no-code automation platform for SMBs and enterprises. The process is straightforward and doesn’t require any expensive API. Automate and integrate data simply!

airSlate’s workflow automation platform provides you with more than 50 Bots that automate repetitive, manual tasks without a need to code a single line. deal automation. Choose and set up ready-to-use Bots and Consolidate Business Operations automatically.

airSlate automation doesn’t require human time or effort to Consolidate Business Operations. If it’s set up correctly, the workflow software shouldn’t make any mistakes or create errors. If that’s the case, it’s because of the human factor some steps before the automation started. Integrate with the CRM/ERP systems you already use and love like Salesforce, Netsuite, MS Template, MS Dynamics 365, and many more.

Searches related to Deal Automation

Contract Management Invoke Salesforce Process Bot Jira Bot Lock the template bot Pre-fill from MySQL Bot airSlate Automation Bots Integration Bots Web Forms Automate Workflows PDF Editing Analytics workflow automation

We’ve got the answers to your questions

How does automation help in a deal automation?

Automation plays a crucial role in deal automation by streamlining and expediting the entire process. With automation, repetitive and time-consuming tasks such as data entry, document creation, and approval workflows can be automated, saving valuable time and improving efficiency. By using airSlate document automation platform, businesses can automate their deal processes, ensuring accuracy, minimizing human error, and accelerating deal closures. With airSlate's user-friendly interface and powerful automation capabilities, businesses can confidently manage their deals and focus on more strategic aspects of their operations.

How can you automate a deal automation with airSlate?

You can easily automate deal automation with airSlate using their powerful document automation platform. With airSlate, you can streamline your deal processes, reduce manual tasks, and increase efficiency. By automating deal automation, you can eliminate the need for manual data entry, reduce errors, and ensure that all steps in the deal process are completed accurately and on time. Experience the benefits of airSlate's solution and transform your deal automation process today.

What are the pros of an automated deal automation?

There are several pros to using automated deal automation. Firstly, it saves time and increases efficiency. With automated processes in place, deals can be completed quickly and accurately, eliminating the need for manual data entry or repetitive tasks. Secondly, automation reduces the risk of errors and ensures consistency in deal execution. By following pre-defined workflows and rules, the chances of mistakes or oversights are minimized. Lastly, automated deal automation provides valuable insights and analytics. By tracking and analyzing data, organizations gain a deeper understanding of their deals, which can lead to improved decision-making and increased profitability. airSlate's document automation platform offers a comprehensive solution to streamline and optimize the deal automation process.