Plan formation software

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

Automate your entire document workflows on one platform.
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Powerful plan formation software

Learn why airSlate plan formation software 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 Formation Software’ 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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Workflow industries illustration

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 plan formation software

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 formation software 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 formation software:
  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 formation software 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 Formation Software – Create, set up, and automate dynamic no-code document workflows.
Expect template with soc 1 Compliance
With airSlate, you can create interactive web templates to gather and export actual and accurate data 10x faster than ever. Our user-friendly interface, drag and drop form designer, and powerful no-co...
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Expect template with SOC-2 Compliance
Enable anyone in your company to create a Template with our drag-and-drop Template Creator. Include pre-built templates and set up no-code Bots, from real-time notifications to pre-populating records ...
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Expect template with UETA Compliance
Empower anyone in your organization to expect template with UETA Compliance. Include pre-built templates and configure no-code Bots, from real-time notifications to pre-populating records with CRM dat...
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Expect template with UETA act Compliance
Enable any person in your company to build a Template with our drag-and-drop Template Creator. Include pre-built templates and configure no-code Bots, from real-time notifications to pre-populating re...
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Expect template with US-laws Compliance
Enable anyone in your company to build a Template with our drag-and-drop Template Creator. Add ready-made templates and configure no-code Bots, from real-time notifications to pre-populating documents...
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Expect template with X.509 Compliance
Enable anyone in your company to build a Template with our drag-and-drop Template Creator. Include ready-made templates and set up no-code Bots, from real-time notifications to pre-populating document...
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Expect template with xdtm Compliance
Enable any person in your organization to expect template with xdtm Compliance. Add pre-built templates and set up no-code Bots, from real-time notifications to pre-populating records with CRM informa...
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Import process from apptus
Enable any person in your organization to build a Template with our drag-and-drop Template Creator. Include pre-built templates and configure no-code Bots, from real-time notifications to pre-populati...
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Import process from autodesk
Enable anyone in your organization to import process from autodesk. Include ready-made templates and configure no-code Bots, from real-time notifications to pre-populating documents with CRM data. Sim...
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Import process from box
Enable any person in your company to create a Template with our drag-and-drop Template Creator. Add ready-made templates and configure no-code Bots, from real-time notifications to pre-populating reco...
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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 formation software?

Automation significantly streamlines plan formation software by handling repetitive tasks efficiently. As you input data or create drafts, the software can automatically organize information, manage timelines, and ensure that your plans align with your goals. This not only saves you time, but also minimizes errors, allowing you to focus on strategic decisions. For businesses looking to enhance their workflows, airSlate offers a powerful solution that simplifies document management, making your planning process smoother and more effective.

What is the best solution to automate a plan formation software?

To automate a plan formation software effectively, consider using airSlate's document automation platform. This solution streamlines workflows and enhances collaboration among your team members. By integrating airSlate, you can eliminate manual tasks, reduce errors, and ensure consistency in your planning process. As a result, your organization can focus on strategy and innovation, rather than getting bogged down by repetitive work.

How can you automate a plan formation software with airSlate?

You can automate a plan formation software with airSlate by using its document automation tools. Start by creating templates that align with your planning needs, and then set up workflows to guide the process from start to finish. With airSlate, you can streamline approvals, notifications, and data collection, all while reducing manual efforts. This approach not only saves time but also enhances accuracy and collaboration within your organization.

What are the pros of an automated plan formation software?

Automated plan formation software offers several advantages that can significantly enhance your workflow. First, it saves time by quickly generating plans based on your inputs, allowing you to focus on strategic tasks instead. Second, it reduces the chance of human error, ensuring accuracy in your planning process. Finally, platforms like airSlate streamline document automation, enabling you to manage everything from creation to approval efficiently, which empowers your organization to operate more smoothly and effectively.