Compel simple 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; Compel Simple From Salesforce.
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Compel Simple From Salesforce Compel Simple From Salesforce Circle illustration Circle illustration
Discover the ‘Compel Simple 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 Compel Simple 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. Compel Simple 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.
Get started for free

Watch API airSlate contract construction and ‘Compel Simple 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 compel simple from Salesforce solution

Learn why airSlate’s compel simple 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 ‘Compel Simple 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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Try airSlate’s all-in-one document workflow automation for free

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airSlate improves the way you compel simple 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 compel simple 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 compel simple 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 compel simple 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

Compel Simple From Salesforce – Create, set up, and automate dynamic no-code document workflows.
Assimilate self-acting from intelledox
Check out the airSlate comprehensive program to generate easy to customize workflows in a professional manner. Establish Web Form using the no-code Bots. Move teams’ work forward with a flexible Wor...
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Assimilate self-acting from intergration
Incorporate airSlate with your current CRM or ERP system without APIs or coding. Automate manual tasks, personalize dashboards, and connect teams to build a unified and built-in Workspace. Use innovat...
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Assimilate self-acting from jotform
Generate professional and error-free documents, take advantage of legally-valid e-signatures, and take care of workflows efficiently. Take control of your remote teams and help them achieve the next s...
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Assimilate self-acting from k2
With a quick to utilize, no-code platform, build automated, adaptable, and ROI-oriented processes for a scalable and top quality business. Integrate Web Form with airSlate. Arrange everything in one p...
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Assimilate self-acting from microsoft
Generate professional and error-free documents, reap the benefits of legally-valid e-signatures, and maintain workflows efficiently. Take control of your remote teams and help them reach the next leve...
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Assimilate self-acting from microsoft office 365
Get a 360º view of each of your business processes. Implement automated document generation, contract management and negotiation, payments, and e-signatures. Fuse Mobile Forms with airSlate....
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Assimilate self-acting from microsoft outlook
Explore an revolutionary way to work. Update Mobile Forms without coding. Build and share professional documents, collect legally-valid e-signatures, and control workflows successfully....
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Assimilate self-acting from microsoft teams
Handle your business with safe, adaptable processes that scale according to your needs with an easy to deploy, no-code automation program. Complete Web Form with airSlate. Obtain the most out of your ...
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Assimilate self-acting from MS Dynamics 365
Make your administrative processes more productive, from acquisitions to payments. Get far better benefits via the capacity to Systematize PDF Form without a single line of code. Achieve more with air...
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Assimilate self-acting from NetSuite
Eliminate steps that don’t add value to your approach in order to make better use of your team's time. Enhance communication, manage documents, use outsourcing for tasks, and create approval workflo...
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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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We’ve got the answers to your questions

How does automation help in a compel simple from Salesforce?

Automation is a powerful tool that greatly simplifies processes within Salesforce. It helps by streamlining repetitive tasks and eliminating manual data entry, reducing the chances of errors and saving valuable time. With airSlate's document automation platform, organizations can further enhance their Salesforce experience by automating document generation, approval workflows, and data synchronization. This comprehensive solution ensures smooth and efficient operations, allowing businesses to focus on their core activities and achieve greater success.

What is the best solution to automate a compel simple from Salesforce?

The best solution to automate a simple compel from Salesforce is to utilize the airSlate document automation platform. With airSlate, you can streamline your document workflow, making it quicker and more efficient. By automating this process, you can eliminate manual errors and free up valuable time for your team to focus on more important tasks. With airSlate's expertise in the field of document automation, you can trust that your organization will benefit from a seamless and reliable solution.

How can you automate a compel simple from Salesforce with airSlate?

To automate a simple form from Salesforce with airSlate, you can rely on the robust capabilities of the airSlate document automation platform. With airSlate, you can easily streamline your workflows and eliminate manual data entry by automatically populating form fields with information from Salesforce. This automation ensures accuracy, saves time, and enhances productivity. By leveraging airSlate's intuitive interface and powerful automation tools, you can simplify your Salesforce processes and elevate your organization's efficiency to new heights.

What are the pros of an automated compel simple from Salesforce?

The automated compel feature from Salesforce offers numerous benefits that can greatly enhance your organization's document workflow. Firstly, it streamlines and simplifies the process of creating compelling presentations, proposals, and other documents by automating repetitive tasks. This saves valuable time and allows your team to focus on more strategic and creative aspects of their work. Additionally, the automated compel feature ensures accuracy and consistency in your documents by eliminating human errors and standardizing formatting. This enhances the overall professionalism and credibility of your organization's communications. With airSlate as a document automation platform, you can easily implement and customize the automated compel feature within your Salesforce workflow, empowering your team to work more efficiently and effectively.