Compact digitalization from ZohoCRM

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; Compact Digitalization From ZohoCRM.
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Discover the ‘Compact Digitalization 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 Compact Digitalization 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. Compact Digitalization From ZohoCRM – 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 ‘Compact Digitalization From ZohoCRM’ feature in action

Learn how to author and negotiate contracts, get them eSigned, and collect payments with airSlate.
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Powerful compact digitalization from ZohoCRM solution

Learn why airSlate’s compact digitalization from ZohoCRM 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 ‘Compact Digitalization 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....
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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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airSlate improves compact digitalization 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 on compact digitalization 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 enhance compact digitalization 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’re going to collect information needed for compact digitalization 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

Compact Digitalization From ZohoCRM – Create, set up, and automate dynamic no-code document workflows.
Allow no-code with CAIQ Compliance
Automate and customise any process while working together in teams: workflows, e-mail interactions, notifications, approvals, and more. Maintain your processes in the smart way. Archive Document Gener...
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Allow no-code with certificate of completion Compliance
Configure and automate any business process and increase your team’s efficiency with airSlate. Join Document Creation with a no-code program. Build, collaborate, and organize all your work in one pl...
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Allow no-code with Certified Registered Delivery Compliance
Enhance the way your team works on documents of all categories with airSlate. Get rid of boring actions and Make Document Generation without the human factor. Add code-free automation to your working ...
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Allow no-code with cloud security trust Compliance
Try the airSlate extensive system to generate customizable workflows in a professional manner. Install Document Creation using the no-code Bots. Move teams’ work forward with a adaptable Workspace....
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Allow no-code with CloudTrust Compliance
Set up and automate connected workflows with the only no-code business automation system, airSlate. Try its innovative Bots to Link Document Creation. Customize your working processes in a way that as...
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Allow no-code with compliant Compliance
Set up more helpful and automated workflows for your team. airSlate’s way of data collaboration streamlines how information templates through an organization. Install Document Generation without the...
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Allow no-code with CSA Compliance
Try the airSlate extensive software to build personalized workflows in a expert manner. Couple Document Creation using the no-code Bots. Move teams’ work forward with a flexible Workspace....
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Allow no-code with digital certificate Compliance
Generate professional and error-free documents, benefit from legally-valid e-signatures, and maintain workflows successfully. Take control of your remote teams and assist them make it to the next leve...
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Allow no-code with eDelivery Compliance
Improve the way your team works on documents of all types with airSlate. Reduce mundane steps and Mix Document Creation without the human factor. Add code-free automation to your working processes for...
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Allow no-code with eID Compliance
Get a 360º view of each of your business processes. Implement automated document generation, contract management and negotiation, payments, and e-signatures. Incorporate Document Creation with airSla...
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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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We’ve got the answers to your questions

How does automation help in a compact digitalization from ZohoCRM?

Automation plays a crucial role in the compact digitalization of ZohoCRM. With the help of automation, tasks and processes can be streamlined, eliminating the need for manual intervention and saving precious time. By automating repetitive and mundane tasks, businesses can increase efficiency and productivity, allowing them to focus on more strategic activities. The airSlate document automation platform is a powerful solution that can seamlessly integrate with ZohoCRM, providing a comprehensive and efficient way to automate document workflows, reducing errors and improving overall business performance.

What is the best solution to automate a compact digitalization from ZohoCRM?

The best solution to automate a compact digitalization from ZohoCRM is to leverage the power of airSlate's document automation platform. With airSlate, you can seamlessly integrate ZohoCRM with other business tools and automate your document workflows for a more efficient and streamlined process. By automating document generation, signing, and routing, you can save time, reduce errors, and improve overall productivity. With airSlate's expertise and user-friendly interface, you can confidently transform your ZohoCRM digitalization into a seamless and automated process.

How can you automate a compact digitalization from ZohoCRM with airSlate?

To automate a compact digitalization from ZohoCRM with airSlate, you can harness the power of airSlate's document automation platform. By integrating ZohoCRM with airSlate, you can seamlessly streamline your digitalization process and save valuable time and resources. With airSlate's user-friendly interface and advanced features, you can create custom workflows, automate document generation, and optimize your CRM data management. Take your digitalization efforts to the next level with airSlate, the trusted solution for efficient and streamlined document workflow automation.

What are the pros of an automated compact digitalization from ZohoCRM?

There are several advantages of implementing an automated compact digitalization from ZohoCRM. Firstly, it streamlines and simplifies your document workflows, allowing you to save time and increase productivity. With ZohoCRM's automation features, you can easily create, edit, and send documents in a matter of minutes, eliminating manual errors and ensuring accuracy. Additionally, ZohoCRM's integration with airSlate document automation platform provides even more benefits, such as advanced security measures and customizable templates, making your document processes more efficient and secure.