Effortlessly automate Sales Return using Flow template

The Sales Return Template is used by sales departments to automate contract management processes and speed up customer data collection. Sales return process.

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Get your business processes up and running in minutes, not days. Sales return process

sales return process Use the Sales Return Template to create and manage sales processes for you and your team. By incorporating automation into your organization’s internal interactions, you can completely replace most manual paperwork routines with end-to-end automation.

When properly set sales return process up, airSlate’s business automation provides sales teams with the tools to:

  1. Set up fully automated end-to-end document-driven workflows
  2. Reduce paper-based tasks and manual copy-paste work
  3. Maintain transparency in the sales process
  4. Go green (environmentally and financially) with less recycled paper
  5. Make the user experience for both managers and clients exciting and straightforward

Any time there’s a change in your processes, you can easily modify the existing structure of your automated workflows via the settings, without having to write a single line of code.

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Pre-fill Sales Return fields from a CRM, Spreadsheet or database records

Extract data from Sales Return to a CRM, Spreadsheet or database

Archive Sales Return to Google Drive, Dropbox, OneDrive and other cloud storage services

Assign recipients to fields and route the document automatically

Automate repetitive tasks in CRMs, G Suite, and other systems of record

Save an average of 8 hours per week with an automated Sales Return workflow

Spend an average of 10 minutes to complete a Sales Return document

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No-code automation, integrations, configuration and distribution of Sales Return

  • Add additional fillable fields to Sales Return

    Workflow document feature example Workflow document feature example

  • Embed fillable Sales Return in your website or distribute it via a public link

    Workflow document feature example Workflow document feature example

  • Collect payments for Sales Return

    Workflow document feature example Workflow document feature example

  • Authenticate recipients for Sales Return

    Workflow document feature example Workflow document feature example

  • Request attachments for Sales Return from recipients

    Workflow document feature example Workflow document feature example

  • Integrate Sales Return with dynamic web-forms

    Workflow document feature example Workflow document feature example

  • Auto-generate documents from data in Sales Return

    Workflow document feature example Workflow document feature example
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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.
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.

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Take routine out of your business processes with a much more efficient sales return template

In today’s world of business, it’s getting more difficult for businesses to deal with dozens of tasks and unprocessed documents that just keep piling up. Getting new staff members on board is not really an option considering the “new reality” we need to live in. Luckily, there is a solution.
airSlate offers a completely new method of dealing with business processes. It features a wide range of automation tools powerful enough to take over the routine part of the day-to-day tasks found in all businesses.
Figure out how to speed up sales return template in minutes with this basic walkthrough.

How to set up the sales return template with airSlate:

  1. If you’re new to automation, ensure that you look around the website, check out use cases, or get free courses.
  2. Create an account or log in to an existing one.
  3. Create a Workspace - your collaborative environment for configuring workflows.
  4. From the All Templates tab, pick a new Template or open a current one.
  5. Add a file or draft one from scratch while using document editor.
  6. To discover a group of documents relevant to the needed workflow, check out the templates library.
  7. Change the document(s), configure conditions for the document fields, assign execution roles, and include Bots to automate the routine activities within the Template.
  8. You may also get started with the pre-set sales return template by finding it in the library.
Streamlining and improving the sales return template has never been so easy. Try it out yourself and start improving your business workflows from today.

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