Approve secure from Salesforce

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; Approve Secure From Salesforce.
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Discover the ‘Approve Secure From Salesforce’ 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 Approve Secure From Salesforce-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. Approve Secure From Salesforce – 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 ‘Approve Secure From Salesforce’ feature in action

Learn how to author and negotiate contracts, get them eSigned, and collect payments with airSlate.
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Powerful approve secure from Salesforce solution

Learn why airSlate’s approve secure from Salesforce 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 ‘Approve Secure From Salesforce’ 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 the way you approve secure from Salesforce

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 approve secure from Salesforce 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 approve secure from Salesforce:
  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 approve secure from Salesforce 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

Approve Secure From Salesforce – Create, set up, and automate dynamic no-code document workflows.
Print bots with eID Compliance
Automate and customize any method while collaborating in teams: workflows, e-mail interactions, notifications, approvals, and more. Maintain your processes in the simple way. Administer RPA with airSl...
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Print bots with EIDAS Compliance
Orchestrate RPA with a amazing, inexpensive, and easy-to-use resolution for your company. Check out airSlate’s Automation Bots. They assist make work easier and people happier. Develop a culture aro...
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Print bots with electronic identification Compliance
Get usage of progressive Automation Bots and experience into modern business process automation. Order RPA without any kind of coding skills or IT professional. Stay up to date and maintain activity a...
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Print bots with ESRA Compliance
Help make your administrative processes more efficient, from buys to reimbursements. Get much better results via the capability to Link together RPA without a single line of code. Achieve more with ai...
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Print bots with GDPR Compliance
Control your business with secure, adaptable processes that scale according to your needs with an easy to deploy, no-code automation software. Merge RPA with airSlate. Get the most out of your workflo...
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Print bots with HIPAA Compliance
airSlate includes no-code robotic process automation, document generation, contract negotiation, and e-signing into a single business automation program. Try innovative Bots to String RPA. Coordinate ...
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Print bots with ISO 27001:2013 Compliance
airSlate is developed for every member of your team to develop and share automated and customizable workflows, track all the adjustments, and get better results in a single secured Workspace. Export R...
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Print bots with legal Compliance
Generate professional and error-free documents, benefit from legally-valid e-signatures, and manage workflows efficiently. Take control of your remote teams and help them attain the next level. Fuse R...
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Print bots with PCA Compliance
Enhance the way your team works on documents of all categories with airSlate. Get rid of boring methods and Create Robotic Process Automation without the human factor. Add code-free automation to your...
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Subscribe cloud on edge
Get use of innovative Automation Bots and experience into modern business process automation. Export Business Process Mapping without any kind of coding skills or IT professional. Stay up to date and ...
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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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How does automation help in a approve secure from Salesforce?

Automation plays a crucial role in ensuring the approval process is secure in Salesforce. By implementing automation tools like airSlate document automation platform, you can streamline and standardize the approval process, reducing the risk of human error and unauthorized access. Automated workflows also provide a clear audit trail, allowing you to track and monitor every step of the approval process, ensuring compliance and data security. With automation, you can confidently approve documents in Salesforce, knowing that security is prioritized and efficiency is maximized.

What is the best solution to automate a approve secure from Salesforce?

The best solution to automate and secure approvals from Salesforce is to use the airSlate document automation platform. With airSlate, you can streamline your approval processes by creating customized workflows that integrate seamlessly with Salesforce. This allows you to automate the entire approval process, eliminating the need for manual tasks and reducing the risk of errors or delays. By using airSlate, you can ensure that your approvals are secure and efficient, saving time and resources for your organization. Try airSlate today and experience the power of automated approvals in Salesforce.

How can you automate a approve secure from Salesforce with airSlate?

To automate the approval process securely from Salesforce with airSlate, you can leverage the power of our document automation platform. With airSlate, you can streamline your approval workflow by creating custom workflows, integrating Salesforce, and automating the entire process. By eliminating manual tasks and ensuring data security, airSlate empowers your organization to achieve efficiency and accuracy in approving documents. Trust in airSlate's expertise to revolutionize your document workflow automation and take your business to new heights.

What are the pros of an automated approve secure from Salesforce?

There are several pros to using an automated approval process that is secure from Salesforce. Firstly, it saves time and increases efficiency by eliminating the need for manual reviews and approvals. With automation, approvals can be processed quickly and accurately, ensuring a streamlined workflow. Additionally, automated approvals provide a higher level of security, as they reduce the risk of human error or unauthorized access. By implementing Salesforce's automated approval system, you can trust that your documents and data are protected and your processes are optimized.