Accept best from ZohoCRM

Create professional documents and pre-populate them with data from multiple sources. Minimize manual work, human errors, and time resources; Accept Best From ZohoCRM.
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Discover the ‘Accept Best 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 Accept Best 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. Accept Best From ZohoCRM – Negotiate in real-time and sign contracts faster.
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Start generating error-free and robust documents

Create professional documents and pre-populate them with data taken from multiple sources.
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Watch API airSlate contract construction and ‘Accept Best From ZohoCRM’ feature in action

Learn how to create documents and automate entire document workflows without coding.
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Powerful accept best from ZohoCRM

Learn why airSlate accept best from ZohoCRM beats the competition.
airSlate
Conga
Nintex
PandaDoc
Formstack
Pre-fill from any standard or custom object in Salesforce
Pre-fill from any standard or custom object in MS Dynamics 365
Pre-fill from any standard or custom object in NetSuite
Multi-cloud document generation
Template formats (input)
PDF, Word, HTML, Excel
Word, PowerPoint, Excel, PDF
Word, PowerPoint, Excel, PDF
Word, PDF
PDF, Word, HTML, Excel, PowerPoint
Document formats (output)
PDF, Word, HTML, Excel
Word, PowerPoint, Excel, HTML, email and PDF
Word, PowerPoint, Excel, PDF
Word, PDF
PDF, Word, HTML, Excel, PowerPoint
Template builder
Merge related lists
Select Salesforce data via SOQL queries
Conditional logic
In-document calculations
Generate fillable fields in documents
Supported in PDF, Word, HTML templates
Supported only in PDF templates
Supported only in PDF templates
Only Signature field
Generate actionable fields in documents
Update data in Salesforce
Create new records in Salesforce
Update data in MS Dynamics 365
Create new records in MS Dynamics 365
Update data in NetSuite
Create new records in NetSuite
Automatically created custom buttons in Salesforce
Automatically created custom buttons in MS Dynamics 365
Automatically created custom buttons in NetSuite
No-code Salesforce Process Builder integration
Extra cost
Extra cost
No-code NetSuite Workflow integration
Batching
Extra cost
Extra cost
Limited
Scheduled batches
Extra cost
Extra cost
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
eSigning
Extra cost
Extra cost
Extra cost
PDF editing
PDF annotations
Contract negotiation
Contract lifecycle management
Redlining documents
Role based document access
Role based field access
Custom workflow routing
Robotic process automation
Web form builder
Integrated payments
Workflow library
Security and compliance
HIPAA compliance
User management
User and access control
Organization administration
Audit trail
Multiple workspaces
Mobile application
In-person signing
Advanced recipient authentication
Recipient attachments
Custom welcome form
Address book
Document import
Document storage
Branching
Signing order
Extra cost
Extra cost
Extra cost
Certificate of completion
Extra cost
Extra cost
Extra cost
Bulk send
Distribute via QR code
File sharing with teammates
Document authoring and collaboration
Expiration for process
No-code analytics
Custom charts and reporting
Custom event-based email notifications
SSO
Not applicable
Not applicable
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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 ‘Accept Best 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....
Learn more
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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.

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
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 accept best 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 to accept best 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 accept best 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 want to collect the information you need for you to accept best 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

Accept Best From ZohoCRM – Create, set up, and automate dynamic no-code document workflows.
Accredit robotic automation with ISO 27001:2013 Compliance
Configure and automate linked workflows with the only no-code business automation system, airSlate. Try its modern Bots to Automate Robotic Process Automation. Customize your working processes in a me...
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Accredit robotic automation with legal Compliance
With a quick to set up, no-code platform, develop automated, adaptable, and ROI-oriented processes for a scalable and quality business. Assemble Robotic Process Automation with airSlate. Organize ever...
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Accredit robotic automation with PCA Compliance
Build professional and error-free documents, reap the benefits of legally-valid e-signatures, and maintain workflows successfully. Take control of your remote teams and help them attain the next level...
Learn more
Accredit robotic automation with PCI Compliance
Configure and automate any business process and increase team’s efficiency with airSlate. Update Robotic Process Automation with a no-code software. Create, collaborate, and manage all your work in ...
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Accredit robotic automation with PCI DSS Compliance
Arrange and automate related workflows with the only no-code business automation software, airSlate. Try its impressive Bots to Add RPA. Customise your working processes in a method that assures more ...
Learn more
Accredit robotic automation with PKI Compliance
Integrate airSlate with your current CRM or ERP system without APIs or coding. Automate manual tasks, personalize dashboards, and connect teams to build a unified and built-in Workspace. Use modern Bo...
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Accredit robotic automation with privacy Compliance
Get a 360º view of each of your business processes. Implement automated document generation, contract management and negotiation, payments, and e-signatures. Incorporate RPA with airSlate....
Learn more
Accredit robotic automation with private Compliance
Arrange and automate connected workflows with the only no-code business automation system, airSlate. Try its progressive Bots to Manage RPA. Customize your working processes in a method that assures m...
Learn more
Accredit robotic automation with private cloud Compliance
Set up and automate connected workflows with the only no-code business automation software, airSlate. Try its innovative Bots to Start Robotic Process Automation. Personalize your working processes in...
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Accredit robotic automation with registration authority Compliance
Set up more efficient and automated workflows for your team. airSlate’s way of data collaboration streamlines how data templates throughout an organization. Fit RPA without having to code a single l...
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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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Document Generation 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 Contract Management Contract Negotiation Robotic Process Automation Electronic Signature automated workflow software

We’ve got the answers to your questions

How does automation help in a accept best from ZohoCRM?

Automation in ZohoCRM can greatly improve efficiency and productivity by streamlining processes and reducing manual tasks. With automation, you can automatically capture and organize customer data, track interactions, and generate reports, saving you time and effort. By utilizing the airSlate document automation platform, you can take this automation to the next level, simplifying complex workflows and ensuring seamless document management. With airSlate, you can confidently optimize your business processes and drive better results.

What is the best solution to automate a accept best from ZohoCRM?

The best solution to automate accepting requests from ZohoCRM is by using the airSlate document automation platform. With airSlate, you can streamline your workflow and efficiently manage your CRM data. By automating the acceptance process, you'll save time and eliminate manual errors, allowing your team to focus on more important tasks. Trust airSlate to simplify and optimize your document management for increased productivity and success.

How can you automate a accept best from ZohoCRM with airSlate?

To automate accepting the best from ZohoCRM with airSlate, you can utilize the powerful features of the airSlate document automation platform. With airSlate, you can seamlessly integrate ZohoCRM into your document workflows and streamline the acceptance process. By using airSlate's intuitive interface, you can create automated workflows that ensure the best from ZohoCRM is accepted efficiently and accurately. With airSlate, you can save time, reduce errors, and optimize your document workflow, making your business more efficient and effective.

What are the pros of an automated accept best from ZohoCRM?

Automating accept best from ZohoCRM with airSlate document automation platform offers numerous advantages. Firstly, it streamlines and accelerates the acceptance process, saving you valuable time and effort. Secondly, it ensures accuracy and consistency by eliminating human error and ensuring that all necessary information is included. Finally, by automating this task, you can focus on more strategic and meaningful activities, enhancing overall productivity and efficiency. With airSlate's expertise in document workflow automation, you can trust that your accept best process will be handled flawlessly.