Plan from dropbox

Set up efficient document workflows for any business case using an all-in-one, no-code solution. Automate workflows your way; Plan From Dropbox.
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Discover the ‘Plan From Dropbox’ 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 Dropbox-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 Dropbox – 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 Dropbox’ feature in action

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

Learn why airSlate plan from dropbox 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 Dropbox’ 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.

Join airSlate Academy
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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.

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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Choose a better solution

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

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airSlate improves plan from dropbox

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 dropbox 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 dropbox:
  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 dropbox 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 Dropbox – Create, set up, and automate dynamic no-code document workflows.
Necessitate secure service
Improve the way your team collaborates on documents of all types with airSlate. Reduce monotonous methods and Pool Business Operations without the human factor. Add code-free automation to your workin...
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Necessitate self-acting for business
Set up more competent and automated workflows for your team. airSlate’s strategy to data collaboration streamlines how information templates all over an organization. Set Business Operations with no...
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Necessitate self-acting for commercial
Make your administrative processes more successful, from acquisitions to payments. Get better benefits via the capacity to Combine Contract Management without a single line of code. Achieve more with ...
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Necessitate self-acting for corporation
Remove steps that don’t add value to your approach in order to make better use of your team's time. Improve communication, maintain documents, use outsourcing for tasks, and create approval workflow...
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Necessitate self-acting for enterprise
Build professional and error-free documents, reap the benefits of legally-valid e-signatures, and maintain workflows successfully. Take control of your remote teams and help them make it to the next l...
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Necessitate self-acting for small business
Automate and modify any method while collaborating in teams: workflows, e-mail interactions, notifications, approvals, and more. Manage your processes in the simple way. Fuse Business Operations with ...
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Necessitate self-acting for team
With a quick to set up, no-code platform, construct automated, flexible, and ROI-oriented processes for a scalable and quality business. Mesh Contract Management with airSlate. Arrange everything in o...
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Necessitate self-acting for organization
Generate professional and error-free documents, reap the benefits of legally-valid e-signatures, and manage workflows successfully. Take control of your remote teams and help them attain the next stag...
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Necessitate self-acting for NPO
airSlate includes no-code robotic process automation, document generation, contract negotiation, and e-signing into a single business automation system. Try innovative Bots to Combine Contract Managem...
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Necessitate self-acting for non-profit organization
Deal with your business with secure, adaptable processes that scale according to your needs with an easy to deploy, no-code automation platform. Link Contract Management with airSlate. Get the most ou...
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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 dropbox?

Automation in a Dropbox plan streamlines your work processes, allowing you to manage files more efficiently. With automation, you can reduce repetitive tasks like file sorting and sharing, giving you more time to focus on crucial activities. Additionally, using a platform like airSlate enhances your document workflow further by integrating seamless automation that connects your documents and applications. This combination of Dropbox and airSlate empowers your organization to achieve greater productivity and collaboration.

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

To automate a plan from Dropbox effectively, consider using airSlate's document automation platform. This tool streamlines the process by allowing you to create workflows that automatically manage and distribute your documents. You can easily integrate Dropbox with airSlate, ensuring your files move seamlessly through approval processes without manual input. By implementing this solution, you can save time, reduce errors, and enhance productivity within your organization.

How can you automate a plan from dropbox with airSlate?

To automate a plan from Dropbox with airSlate, start by integrating your Dropbox account into the airSlate platform. This process allows you to pull documents directly from your Dropbox while creating automated workflows. Next, design a step-by-step process using airSlate's user-friendly interface, where you can set triggers, assign tasks, and automate document routing. Finally, launch your workflow, and watch how airSlate streamlines your plan, enhances efficiency, and reduces manual work for your organization.

What are the pros of an automated plan from dropbox?

An automated plan from Dropbox offers several advantages for users looking to streamline their file management. First, it provides seamless collaboration by allowing team members to work on shared documents in real-time, ensuring everyone stays on the same page. Additionally, automation reduces the risk of human error, as it organizes and syncs files automatically. For businesses seeking a comprehensive solution, airSlate’s document automation platform can enhance these benefits further, simplifying workflows and improving overall efficiency. By integrating airSlate, your organization can achieve a higher level of productivity and collaboration.