Plan from coupa

Set up efficient document workflows for any business case using an all-in-one, no-code solution. Automate workflows your way; Plan From Coupa.
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Discover the ‘Plan From Coupa’ 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 Plan From Coupa-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. Plan From Coupa – Negotiate in real-time and sign contracts faster.
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Automate workflows your way. No coding or APIs.

Set up efficient document workflows for any business case using an all-in-one, no-code solution.
Get started for free

Watch API airSlate contract construction and ‘Plan From Coupa’ feature in action

Automate your entire document workflows on one platform.
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Powerful plan from coupa

Learn why airSlate plan from coupa beat the competition
airSlate
Nintex
KissFlow
K2
Pega Systems
Basic workflows
Advanced workflows
Custom workflow routing
No-code conditional routing
Versioning
Assign recipient roles to fields in web forms, PDFs and contracts
Assign recipient roles to forms, contracts and documents
Workflow library
Embedded workflows
Unlimited workflows
no info
No-code multi-cloud workflow automation
Pre-fill workflows with data from Salesforce, GSuite, Office 365 via no-code integrations
Extract data from workflows to CRM, GSuite, Office365 via no-code integrations
Robotic process automation
No-code automation bots
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No-code integration bots
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No-code archive bots
Task assignment
File sharing with teammates
Bulk workflow initiation
No-code reminders and notifications
Expiration for process
Redirect to external link
Advanced recipient authentication
Recipient attachments
Accept payments
eSignature
via integration
via integration
via integration
via Docusign
Signing order
via Docusign
Certificate of completion
via Docusign
In person signing
via Docusign
Adding fillable fields to PDF files
Advanced fields in web form builder and PDF editor
Conditional fields in web form builder and PDF editor
Formula fields in web form builder and PDF editor
Actionable fields
In Editor comments
PDF editing
PDF annotations
Redlining documents
Web form builder
Drag & drop interface
Custom applications in Salesforce, NetSuite, Dynamics, Office 365
Document generation
Spreadsheet creation
Document storage
Reusable templates
Contract negotiation
Contract lifecycle management
Document authoring and collaboration
Custom branding
SSO
User management
Organization administration
Audit trail
Multiple workspaces
Security and compliance
HIPAA compliance
No-code analytics
Custom reports
Mobile application
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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 ‘Plan From Coupa’ 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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Choose a better solution

Try airSlate’s all-in-one document workflow automation for free

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airSlate improves plan from coupa

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 plan from coupa 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 plan from coupa:
  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 plan from coupa 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

Plan From Coupa – Create, set up, and automate dynamic no-code document workflows.
Necessitate secure on device
Look at an modern way to work. Install Contract Management without coding. Build and share professional documents, collect legally-valid e-signatures, and control workflows efficiently....
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Necessitate secure on edge
Look at an progressive way to work. Set Business Operations without coding. Establish and share professional documents, collect legally-valid e-signatures, and control workflows successfully....
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Necessitate secure on explorer
Configure and automate any business process and improve your team’s efficiency with airSlate. Pre-fill Business Operations with a no-code software. Set up, collaborate, and manage all your work in o...
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Integrate airSlate with your existing CRM or ERP system without APIs or coding. Automate manual tasks, modify dashboards, and connect teams to build a unified and incorporated Workspace. Deploy innova...
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Necessitate secure on galaxy note
airSlate mixes no-code robotic process automation, document generation, contract negotiation, and e-signing into a single business automation program. Try progressive Bots to Adjust Business Operation...
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Necessitate secure on huawei
Make your administrative processes more efficient, from buys to reimbursements. Get far better benefits via the chance to Set Contract Management without a single line of code. Get more tasks complete...
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Necessitate secure on ios
Produce professional and error-free documents, reap the benefits of legally-valid e-signatures, and maintain workflows effectively. Take control of your remote teams and assist them get to the next le...
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Necessitate secure on iphone
Establish more competent and automated workflows for your team. airSlate’s method of data collaboration streamlines how information templates all over an organization. Fit Business Operations with n...
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Necessitate secure on laptop
Establish more successful and automated workflows for your team. airSlate’s technique to data collaboration streamlines how data templates all through an organization. Fix Business Operations with n...
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Necessitate secure on lenovo
Automate manual tasks, track improvement, and work together better in teams. Use no-code Bots to Order Contract Management. Centralize and moderate your entire operation 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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We’ve got the answers to your questions

How does automation help in a plan from coupa?

Automation plays a crucial role in enhancing plans from Coupa by streamlining processes and increasing efficiency. By automating repetitive tasks, organizations can focus more on strategic activities that drive value. For instance, airSlate provides a robust document automation platform that simplifies workflows, reduces manual errors, and accelerates approval times. Ultimately, embracing automation leads to better time management and improved decision-making, allowing businesses to thrive in a competitive landscape.

What is the best solution to automate a plan from coupa?

To effectively automate a plan from Coupa, consider using the airSlate document automation platform. With airSlate, you can streamline your workflows by creating automated processes that seamlessly integrate with Coupa. This will save you time and reduce errors, allowing your team to focus on more strategic tasks. Embracing airSlate will empower your organization to enhance efficiency and improve overall productivity.

How can you automate a plan from coupa with airSlate?

To automate a plan from Coupa with airSlate, you can start by integrating Coupa with the airSlate platform. This integration allows you to create automated workflows that move data seamlessly between the two systems. Once you set up the connection, design a workflow that captures and processes the necessary documents, ensuring that every piece of information flows smoothly. By utilizing airSlate's document automation features, you can streamline your processes, reduce manual tasks, and enhance overall efficiency in your organization.

What are the pros of an automated plan from coupa?

An automated plan from Coupa offers several advantages that can significantly enhance your business operations. First, it streamlines the procurement process, reducing manual tasks and potential errors. This automation also leads to quicker decision-making, enabling your team to focus on strategic initiatives rather than administrative burdens. Furthermore, integrating airSlate's document automation capabilities with Coupa can further optimize workflows, ensuring that your organization remains agile and efficient in meeting its goals.