Square self-operating solution

Incorporate airSlate with your existing CRM or ERP system without APIs or coding. Automate manual tasks, customise dashboards, and connect teams to build a unified and integrated Workspace. Use revolutionary Bots to Complete Business Operations.
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Effortlessly Complete Business Operations and automate your document-based processes. Discover 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 workflow with multiple systems of record for data transfer.
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Set up Bots to automatically fill your documents with specified data, then include a legally-binding e-signature. Complete Business Operations to close more deals in less time and with less hassle.
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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 airSlate square self-operating solution in action

Learn how to author and negotiate contracts, get them eSigned, and collect payments with airSlate.
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Powerful square self-operating solution solution

Learn why airSlate’s square self-operating solution 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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Try airSlate’s all-in-one document workflow automation for free

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Automate document workflows with airSlate products

Deploy any workflow with an all-in-one workflow 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.
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.

Join airSlate Academy
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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.

See all industries

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 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.
FERPA
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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Choose a better solution

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

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airSlate improves the way you square self-operating solution

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 square self-operating solution 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 square self-operating solution:
  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 square self-operating solution 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

Pre-fill workflow with SOC-2 Compliance
With airSlate, you can create interactive web templates to collect and export relevant and accurate data 10x faster than before. Our intuitive user interface, drag and drop form designer, and powerful...
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Pre-fill workflow with UETA Compliance
With airSlate, you can create interactive web templates to gather and export actual and accurate data 10x faster than ever. Our intuitive user interface, drag and drop form designer, and innovative no...
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Pre-fill workflow with UETA act Compliance
Empower any person in your company to pre-fill workflow with UETA act Compliance. Include ready-made templates and set up no-code Bots, from real-time notifications to pre-populating records with CRM ...
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Pre-fill workflow with US-laws Compliance
With airSlate, you can create interactive web forms to collect and export relevant and accurate data 10x faster than before. Our intuitive user interface, drag and drop form designer, and powerful no-...
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Pre-fill workflow with X.509 Compliance
With airSlate, you can create interactive web forms to gather and export relevant and accurate data 10x faster than ever. Our user-friendly interface, drag and drop form designer, and innovative no-co...
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Redo procedure service
Enable anyone in your organization to redo procedure service. Include pre-built templates and configure no-code Bots, from real-time notifications to pre-populating records with CRM data. Simply autom...
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Pre-fill workflow with xdtm Compliance
With airSlate, you can create interactive web forms to collect and export actual and accurate data 10x faster than before. Our user-friendly interface, drag and drop form designer, and powerful no-cod...
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Redo routine for business
Empower any person in your company to build a Template with our drag-and-drop Template Creator. Add pre-built templates and set up no-code Bots, from real-time notifications to pre-populating document...
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Pre-fill workflow on android
Empower anyone in your company to pre-fill workflow on android. Include pre-built templates and configure no-code Bots, from real-time notifications to pre-populating documents with CRM information. E...
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Pre-fill workflow on apple
Empower anyone in your organization to pre-fill workflow on apple. Include ready-made templates and set up no-code Bots, from real-time notifications to pre-populating documents with CRM information. ...
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Redo routine for commercial
With airSlate, you can create interactive web templates to collect and export relevant and accurate data 10x faster than ever. Our intuitive user interface, drag and drop form designer, and powerful n...
Learn more
Pre-fill workflow on chrome
Empower anyone in your organization to create a Template with our drag-and-drop Template Creator. Include ready-made templates and set up no-code Bots, from real-time notifications to pre-populating d...
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Redo routine for corporation
Empower anyone in your organization to redo routine for corporation. Add pre-built templates and configure no-code Bots, from real-time notifications to pre-populating documents with CRM information. ...
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Pre-fill workflow on chromebook
With airSlate, you can create dynamic web templates to collect and export actual and accurate data 10x faster than before. Our user-friendly interface, drag and drop form designer, and powerful no-cod...
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Redo routine for enterprise
Empower any person in your organization to create a Template with our drag-and-drop Template Creator. Include ready-made templates and configure no-code Bots, from real-time notifications to pre-popul...
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

The most efficient way would be to have them take the airSlate Academy courses. They’re easy-to-find, very helpful, and FREE. Enroll as many team members as you need to learn how to automatically Complete Business Operations into your working processes.

airSlate complies with HIPAA, GDPR, and other global regulations. square self-operating solution. Use Integration and Automation Bots to Complete Business Operations and eliminate manual tasks. Do more knowing that all your and your clients’ data is secure.

Try airSlate’s workflow automation software and smart Bot technology to perform complex business tasks with reduced human intervention and effort. square self-operating solution. Complete Business Operations, track entire processes, and improve in-team collaboration.

On average, setting up a Template takes 15-30 minutes, including uploading documents, setting up Bots, and sharing it with team members and partners. square self-operating solution. Once you have a configured process, you can Complete Business Operations automatically.

With airSlate, you can work on an unlimited number of documents and Complete Business Operations whenever you want. square self-operating solution. Moreover, integrate with just about any other tool or system you’re already using. Implement workflow automation and improve any process, simple or complex.

Suppose you have an airSlate account, yes. Complete Business Operations from desktop and/or mobile, even while working remotely. airSlate creates favorable conditions for automating document workflows without the need to code or even have an IT department. Configure Bots to replace your team’s manual efforts.

Our workflow software is built according to all the most important and demanding global regulations. square self-operating solution. It uses encryption and secured channels constantly to ensure that you always Complete Business Operations securely.

Create your own airSlate account for free and get full access to all features for optimizing workflows. Complete Business Operations, set up Bots, and share your Templates with team members and partners. Configure error-free working processes.

Searches related to square self-operating solution

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