Company Profile

The Company Profile Flow Template is used by Operations departments to accelerate business processes and maintain full control over important documents while eliminating manual actions.

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Implement the Pre-Built Workflow and Enjoy the Benefits of Automation

The automated Company Profile Flow Template simplifies the work of the operations specialists and helps close important deals without delays or data losses. With easy-to-configure Bots, Operations departments can begin automating on day one, without writing a single line of code.

Check out the benefits airSlate delivers to your team:

  1. Use professional-looking, editable templates.
  2. Set up smart reminders and notifications so you don’t miss deadlines.
  3. Negotiate contracts with your colleagues and partners in real time.
  4. Populate documents and contracts from your data sources using the no-code Bots.
  5. Automatically archive documents to your storage when a task is completed.

Optimize internal processes and focus on critical initiatives with the business automation platform. Deploy it once and save hours of time and hassle on every workflow step.

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intro-texture Company Profile
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Pre-fill Company Profile fields from a CRM, Spreadsheet or database records

Extract data from Company Profile to a CRM, Spreadsheet or database

Archive Company Profile 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 Company Profile workflow

Spend an average of 10 minutes to complete a Company Profile document

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No-code automation, integrations, configuration and distribution of Company Profile

  • Add additional fillable fields to Company Profile

    Workflow document feature example Workflow document feature example

  • Embed fillable Company Profile in your website or distribute it via a public link

    Workflow document feature example Workflow document feature example

  • Collect payments for Company Profile

    Workflow document feature example Workflow document feature example

  • Authenticate recipients for Company Profile

    Workflow document feature example Workflow document feature example

  • Request attachments for Company Profile from recipients

    Workflow document feature example Workflow document feature example

  • Integrate Company Profile with dynamic web-forms

    Workflow document feature example Workflow document feature example

  • Auto-generate documents from data in Company Profile

    Workflow document feature example Workflow document feature example
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Documents & Forms included:
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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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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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Yes, airSlate provides you with all the needed tools and features to make the process of document creation and automation as smooth as possible. Whenever you need to Company Profile, you can be assured that it will be legally binding and optimized for usage across different platforms.

Yes, and airSlate, a cloud-based and no-code solution, will be the right tool to Company Profile. Add fillable fields, like text boxes, date pickers, currencies, checkboxes, tables, matrixes, etc. You can use Bots that are based on the preset “if-this-then-that” logic and execution order for every field and document you add.

To add fillable fields and Company Profile, you need to click on the Use Template button. You will be redirected to the drag-and-drop template builder. Select the Document tab from the top menu bar.

In order to Company Profile and add it to your website, use the Distribute option once your Template with the document is created. Copy the snippet of code and paste it on your website.

Yes, absolutely. airSlate lets you create, configure, and Company Profile without the need to worry about the security of your information. We offer compliance with the major data protection legal frameworks (FERPA, CCPA, HIPAA, and GDPR) and SOC 2 Type II and PCI DSS certification. In addition, the security is backed up by 256-bit encryption, two-factor authentication, and a precisely detailed Audit Trail.

You can Company Profile by pulling data from Excel spreadsheets and populating it across your form. Select the respective Bot, configure it by specifying the columns and match them with the needed fields in your document. The Bot will be triggered as soon as all the conditions are met.

You can quickly Company Profile and set up auto email reminders with airSlate. Open a Flow that contains your document, select the Remind Step to Complete Flow Bot from the Bots tab, and provide all the necessary details for the Bot to work correctly.

airSlate is compatible with various major platforms, solutions, and browsers. It’s very handy for people who’re always out and about and need to regularly switch between different devices.

airSlate has everything that it takes to help you Company Profile and collaborate on documents better as a team. Create controllable workspaces, manage shared access to the documents, set up role-based signing and execution orders.

The airSlate interface is pretty straightforward and self-explanatory. However, when you Company Profile, there’re some aspects that you might need additional help with. To help you get started, click on the student cap icon in the bottom right corner to launch a small tour around your Dashboard. You can also upload a sample document and get a feel for all the features before applying them to the real form. In addition to that, you can get a hold of our dedicated support team and ask for help with any questions or issues that might occur along the way.

HOW iT WORKS

How to Company Profile

Watch our quick user guide video and learn how to use the Company Profile. Our instructions show how to automate, sync, and streamline document workflows without coding.

How to Company Profile

Most small businesses don't spend time building a company profile template... until they need it. While these profiles are sometimes designed as a one-pager document or even an infographic, we continue to defend that the slide presentation format is probably the best. The challenge with one-pagers and infographics is that once built, adding or removing information is complicated. With a presentation, on the other hand, you can add, or hide slides to be able to tailor the company to whoever is receiving it. When we initially designed these slides, we called them 'Public Company Intro Template,' since they were meant to be a sort of public investor deck that the companies could embed on their websites (we still think that's a good idea, BTW). Depending on the type of website your company has, a company intro in presentation form might be a good way to get people engaged in what to do. All Slidebean presentations are embeddable, all you need to do is copy a code snippet and the frame will automatically adapt to the width of your site and the device where it's been loaded. Still, we've revamped the deck to be more fitting for a short company profile that could be shared as a standalone presentation, or included as an introduction to a sales pitch or a consulting proposal. These standalone presentations can be shared as an intro to a potential client, included in your website contact form or your email autoresponder. They can also be appended to your email signature or used for social media marketing. Finally, if you set your privacy settings to Public, the slides may be indexed by Google and other search engines, providing yet another result for your Search Engine Optimization efforts (back in 2016, we invested about $70,000 in SEO and so far, have made probably like a million dollars in revenue just from those campaigns). These are the slides you need to include in your company profile template: Keep it simple, choose the best company image you can find. If you don't have one, try using our Flickr and Unsplash integrations to find one that relates to your business. We used founding year, customers served and monthly active users as examples, but the idea here is to find some metrics, accomplishments or awards that you can brag about. We've exchanged the traditional mission/vision statements for our concept of company culture (vision-less), but understand all the reasons why these have to be there. Talk about your core team, or at least, the part that is relevant to whomever you are sharing this document with. Try to keep it to 2-4 people, and add the shortest possible summary about them. This is a kind of 'what we do' slide which again, might not apply to every single context. If you are using this presentation for a business proposal, you may want to mention other services or products your company has, as a way to bring some context into the pitch. There is no
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