Undertaking system

Create, redline, and eSign contracts within a single platform while collaborating with customers and business partners. Automate any contract negotiation workflow; Undertaking System.
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Discover the ‘Undertaking System’ 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 Undertaking System-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. Undertaking System – Negotiate in real-time and sign contracts faster.
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Negotiate in real-time and sign contracts faster

Create, redline, and eSign contracts on a single platform while collaborating with customers and business partners.
Get started for free

Watch API airSlate contract construction and ‘Undertaking System’ feature in action

Author contracts, set up workflow steps, negotiate in real time, and archive once finalized.
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Powerful undertaking system solution

Learn why airSlate’s undertaking system beats the competition
airSlate
PandaDoc
DocuSign
Conga
Document generation from Salesforce
Document generation from MS Dynamics 365
Document generation from NetSuite
Advanced multi-cloud document generation
Actionable fields
Create contracts and templates online
Conditional logic
eSignature
Extra cost
Extra cost
Customizable document routing and approval workflow
Template library
Automated notifications and reminders
Redlining
Track changes
Versioning
Audit log
External contract review
Integrated payments
Recipient authentication
Workflow library
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
PDF editing
PDF annotations
Contract lifecycle management
Spreadsheet creation
Role based document access
Role based field access
Robotic process automation
Web form builder
Security and compliance
HIPAA compliance
User management
User and access control
Organization administration
Audit trail
Multiple workspaces
Mobile application
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 ‘Undertaking System’ 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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Try airSlate’s all-in-one document workflow automation for free

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airSlate improves undertaking system

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 undertaking system 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 undertaking system:
  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 undertaking system 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

Undertaking System – Create, set up, and automate dynamic no-code document workflows.
Settlement customization with soc 1 Compliance
With a quick to deploy, no-code platform, develop automated, adaptable, and ROI-oriented processes for a scalable and high quality business. Archive Document Creation with airSlate. Set up everything ...
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Settlement customization with SOC-2 Compliance
Build professional and error-free documents, make use of legally-valid e-signatures, and manage workflows efficiently. Take control of your remote teams and help them achieve the next stage. Link Docu...
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Settlement customization with UETA Compliance
With a quick to deploy, no-code platform, construct automated, adaptable, and ROI-oriented processes for a scalable and high quality business. Join Document Creation with airSlate. Coordinate everythi...
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Settlement customization with UETA act Compliance
Enhance the way your team collaborates on documents of all types with airSlate. Eliminate mundane steps and Fit Document Creation without the human factor. Add code-free automation to your working pro...
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Settlement customization with US-laws Compliance
Explore an innovative way to work. Develop Document Generation without coding. Establish and share professional documents, collect legally-valid e-signatures, and maintain workflows efficiently....
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Settlement customization with X.509 Compliance
Improve the way your team works on documents of all kinds with airSlate. Get rid of mundane steps and Pre-fill Document Generation without the human factor. Add code-free automation to your working pr...
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Settlement customization with xdtm Compliance
Manage Sales, Marketing, HR, Accounting, and Logistics workflows within a single, holistic automation software. Personalize and automate processes and remove mundane steps that can be carried out by B...
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Settlement customization on android
Improve the way your team collaborates on documents of all categories with airSlate. Reduce tedious actions and Copy Document Creation without the human factor. Add code-free automation to your workin...
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Settlement customization on apple
Help make your administrative processes more helpful, from buys to reimbursements. Get far better outcome via the capacity to Unify Document Generation without a single line of code. Achieve more with...
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Settlement customization on chrome
Automate manual tasks, track development, and work together better in teams. Use no-code Bots to Tie in Document Generation. Centralize and control your entire procedure using the only no-code automat...
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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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Searches related to Undertaking System

Contract Negotiation Pre-fill Document Bot Dropbox Bot Export to MS Dynamics 365 Bot Export to Excel 365 Bot airSlate Automation Bots Integration Bots Contract Management Document Generation Robotic Process Automation Electronic Signature workflow automation

We’ve got the answers to your questions

How does automation help in a undertaking system?

Automation in a undertaking system helps by streamlining repetitive tasks, increasing efficiency, and reducing errors. By automating processes such as data entry, notifications, and approvals, tasks are completed faster and with greater accuracy. With airSlate document automation platform, organizations can achieve higher productivity levels, better resource allocation, and improved overall performance in their operations. Let airSlate take care of the manual work so that you can focus on more strategic tasks and drive success in your business.

What is the best solution to automate a undertaking system?

To automate a task system efficiently, the best solution is to implement airSlate document automation platform. This platform streamlines processes, increases productivity, and reduces errors. By utilizing airSlate, users can easily create, share, and collaborate on documents seamlessly. Its intuitive interface and customizable features make it the ideal solution for automating any task system effectively.

How can you automate a undertaking system with airSlate?

To automate a undertaking system with airSlate, you can start by creating customizable workflows that streamline and automate tasks, reducing manual workloads significantly. airSlate allows you to integrate with various business applications, making it easy to connect different systems and automate repetitive processes seamlessly. By utilizing airSlate's advanced automation capabilities, you can increase efficiency, accuracy, and productivity within your organization. With airSlate, you can transform your manual undertaking system into a dynamic, automated workflow that drives better results and empowers your team to focus on strategic initiatives.

What are the pros of an automated undertaking system?

One of the pros of an automated undertaking system is increased efficiency. By automating repetitive tasks with airSlate document automation platform, you can streamline your workflow and save time. This allows you to focus on more strategic and high-value activities, ultimately boosting productivity within your organization. Additionally, automation helps reduce errors and ensures consistency in your processes, leading to improved accuracy and customer satisfaction.