Secure account approval

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; Secure Account Approval.
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Discover the ‘Secure Account Approval’ 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 Secure Account Approval-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. Secure Account Approval – 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 ‘Secure Account Approval’ feature in action

Learn how to author and negotiate contracts, get them eSigned, and collect payments with airSlate.
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Powerful secure account approval solution

Learn why airSlate’s secure account approval 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 ‘Secure Account Approval’ 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 secure account approval

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 secure account approval 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 secure account approval:
  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 secure account approval 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

Secure Account Approval – Create, set up, and automate dynamic no-code document workflows.
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Arrange and automate any business process and improve team’s work productivity with airSlate. Fuse Contract Management with a no-code software. Develop, work together, and arrange all your work in o...
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Manage and automate linked workflows with the only no-code business automation software, airSlate. Try its modern Bots to Aggregate Business Operations. Customize your working processes in a way that ...
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build more efficient and automated workflows for your team. airSlate’s technique to data collaboration streamlines how data templates throughout an organization. Export data Business Operations with...
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Combine airSlate with your present CRM or ERP system without APIs or coding. Automate manual tasks, modify dashboards, and connect teams to build a unified and incorporated Workspace. Utilize progress...
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Check out the airSlate complete platform to build personalized workflows in a professional manner. Integrate Business Operations using the no-code Bots. Move teams’ work forward with a adaptable Wor...
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Help make your administrative processes more efficient, from acquisitions to payments. Get better results via the capacity to String Business Operations without a single line of code. Get more tasks c...
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Manage Sales, Marketing, HR, Accounting, and Logistics workflows within a single, holistic automation software. Customise and automate processes and remove monotonous steps that can be done by Bots. A...
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airSlate includes no-code robotic process automation, document generation, contract negotiation, and e-signing into a single business automation system. Try impressive Bots to System Contract Manageme...
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Eliminate steps that don’t add value to your approach in order to make better use of your team's time. Develop communication, manage documents, delegate tasks, and create approval workflows without ...
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Set forth best from fax
Build professional and error-free documents, reap the benefits of legally-valid e-signatures, and take care of workflows efficiently. Take control of your remote teams and help them get to the next st...
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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 Secure Account Approval

Contract Management Pre-fill Dropdowns from Smartsheet Bot Add Tags to Template Bot Google Sheet Two-Way Binding Bot Update Salesforce Record Bot airSlate Automation Bots Integration Bots Web Forms Automate Workflows PDF Editing Analytics automated workflow software

We’ve got the answers to your questions

How does automation help in a secure account approval?

Automation plays a crucial role in ensuring secure account approval. By eliminating manual processes and relying on the power of technology, automation reduces human error and enhances the accuracy and efficiency of the approval process. With airSlate's document automation platform, organizations can streamline their account approval workflows, minimize the risk of data breaches or unauthorized access, and provide a secure and reliable system for approving accounts. By leveraging automation, organizations can have full confidence in the security of their account approval processes while experiencing increased productivity and streamlined operations.

What is the best solution to automate a secure account approval?

The best solution to automate a secure account approval is to utilize the airSlate document automation platform. By leveraging this powerful tool, you can streamline and automate the account approval process, ensuring that it is both efficient and secure. With airSlate's advanced features, such as customizable workflows, secure document storage, and user-friendly interface, you can confidently oversee and approve accounts with ease. Take advantage of airSlate's expertise in document workflow automation to optimize your organization's account approval process today.

How can you automate a secure account approval with airSlate?

Automating a secure account approval process with airSlate is a breeze. With our powerful document automation platform, you can streamline and accelerate the entire approval workflow while maintaining the highest level of security. By leveraging airSlate's intuitive drag-and-drop interface, you can easily create customizable approval workflows that include document routing, digital signatures, and conditional logic. Rest assured that your sensitive data is protected through advanced encryption and access controls. With airSlate, you can confidently automate your account approval process and enjoy the benefits of efficiency, accuracy, and enhanced security.

What are the pros of an automated secure account approval?

Automated secure account approval offers numerous advantages. Firstly, it streamlines the approval process by eliminating the need for manual review, saving time and reducing human errors. Secondly, it ensures a consistent and standardized approach to approving accounts, as the system follows predetermined rules and criteria. Lastly, it enhances security by implementing robust authentication procedures, such as verification checks and encryption, safeguarding sensitive information. With airSlate's document automation platform, organizations can leverage the power of automation to create a seamless and secure approval process for their accounts, boosting efficiency and minimizing risk.