Send easy from crm

Create professional documents and pre-populate them with data from multiple sources. Minimize manual work, human errors, and time resources; Send Easy From Crm.
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Discover the ‘Send Easy From Crm’ 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 Send Easy From Crm-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. Send Easy From Crm – 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 ‘Send Easy From Crm’ feature in action

Learn how to create documents and automate entire document workflows without coding.
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Powerful send easy from crm

Learn why airSlate send easy from crm 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 ‘Send Easy From Crm’ 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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Workflow industries illustration

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 send easy from crm

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 send easy from crm 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 send easy from crm:
  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 send easy from crm 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

Send Easy From Crm – Create, set up, and automate dynamic no-code document workflows.
Exhibit workflow with X.509 Compliance
With airSlate, you can create dynamic web forms to collect and export relevant and accurate data 10x faster than before. Our user-friendly interface, drag and drop form designer, and innovative no-cod...
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Exhibit workflow with xdtm Compliance
With airSlate, you can create interactive web templates to collect and export actual and accurate data 10x faster than ever. Our user-friendly interface, drag and drop form designer, and powerful no-c...
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Exhibit workflow on android
Empower any person in your organization to build a Template with our drag-and-drop Template Creator. Add ready-made templates and set up no-code Bots, from real-time notifications to pre-populating do...
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Exhibit workflow on apple
Empower any person in your company to exhibit workflow on apple. Add ready-made templates and set up no-code Bots, from real-time notifications to pre-populating documents with CRM data. Simply automa...
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Exhibit workflow on chrome
Enable any person in your company to exhibit workflow on chrome. Include pre-built templates and set up no-code Bots, from real-time notifications to pre-populating records with CRM data. Easily autom...
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Exhibit workflow on chromebook
With airSlate, you can create dynamic web forms to gather and export actual and accurate data 10x faster than ever. Our user-friendly interface, drag and drop form designer, and innovative no-code Bot...
Learn more
Exhibit workflow on computer
With airSlate, you can create interactive web templates to gather and export relevant and accurate data 10x faster than ever. Our intuitive user interface, drag and drop form designer, and powerful no...
Learn more
Exhibit workflow on desktop
Enable any person in your company to create 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 records ...
Learn more
Exhibit workflow on device
With airSlate, you can create interactive web templates to gather and export relevant and accurate data 10x faster than before. Our user-friendly interface, drag and drop form designer, and innovative...
Learn more
Exhibit workflow on edge
With airSlate, you can create interactive web templates to gather and export actual and accurate data 10x faster than before. Our user-friendly interface, drag and drop form designer, and powerful no-...
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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 Send Template to MS Dynamics 365 Contact Update MS Dynamics 365 Record Pre-fill from AirTable Bot Pre-fill Dropdown from Airtable airSlate Automation Bots Integration Bots Contract Management Contract Negotiation Robotic Process Automation Electronic Signature automation workflow

We’ve got the answers to your questions

How does automation help in a send easy from crm?

Automation in CRM makes sending easy by streamlining the process, reducing manual errors, and saving time. By automating tasks such as sending out emails, reminders, and notifications, you can ensure that communication with clients is timely and consistent. This ultimately leads to improved efficiency, productivity, and customer satisfaction. Using an advanced platform like airSlate can further enhance these benefits by providing customizable workflows and integrations with CRM systems to optimize the sending process.

What is the best solution to automate a send easy from crm?

The best solution to automate a send easy from CRM is to utilize airSlate's document automation platform. This tool streamlines the process by automatically sending documents from your CRM system, saving you time and effort. With airSlate, you can set up custom workflows to ensure that the sending process is efficient and error-free. Give airSlate a try and experience the benefits of seamless automation in your CRM tasks.

How can you automate a send easy from crm with airSlate?

To automate a send easy from CRM with airSlate, you can use airSlate's powerful integration capabilities. First, connect your CRM system with airSlate to seamlessly transfer data between the two platforms. Then, set up automated workflows within airSlate to trigger the sending process based on specific actions or criteria in your CRM. Finally, sit back and watch as airSlate takes care of sending emails, documents, or notifications effortlessly, saving you time and streamlining your workflow. With airSlate, automating sends from CRM is a breeze!

What are the pros of an automated send easy from crm?

An automated send easy from CRM offers numerous advantages. Firstly, it streamlines communication processes by sending emails automatically, saving time and effort. Secondly, it ensures consistent and timely follow-ups with customers, enhancing customer relationships. Finally, it enables personalized messaging based on customer interactions, leading to higher engagement and conversion rates. Experience the efficiency and effectiveness of automated sending with airSlate's document automation platform.