Plan generation from box

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

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

Learn why airSlate plan generation from box 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 Generation From Box’ 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.

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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 generation from box

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 generation from box 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 generation from box:
  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 generation from box 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 Generation From Box – Create, set up, and automate dynamic no-code document workflows.
Clear automated from intergration
Explore an revolutionary way to work. Export Business Operations without coding. Develop and share professional documents, collect legally-valid e-signatures, and handle workflows effectively....
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Clear automated from jotform
Generate professional and error-free documents, take advantage of legally-valid e-signatures, and manage workflows successfully. Take control of your remote teams and assist them attain the next level...
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Clear automated from k2
airSlate includes no-code robotic process automation, document generation, contract negotiation, and e-signing into a single business automation program. Try impressive Bots to Make Contract Managemen...
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Clear automated from microsoft
Automate and customize any process while collaborating in teams: workflows, e-mail interactions, notifications, approvals, and more. Take care of your processes in the smart way. String Contract Manag...
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Clear automated from microsoft office 365
With a quick to deploy, no-code platform, construct automated, adaptable, and ROI-oriented processes for a scalable and high quality business. Organize Contract Management with airSlate. Organize ever...
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Clear automated from microsoft outlook
Manage Sales, Marketing, HR, Accounting, and Logistics workflows within a single, alternative automation platform. Personalize and automate processes and reduce tedious steps that can be done by Bots....
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Clear automated from microsoft teams
Deal with your business with safe, flexible processes that scale according to your needs with an easy to deploy, no-code automation software. Interface Business Operations with airSlate. Obtain the mo...
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Clear automated from MS Dynamics 365
Explore an revolutionary way to work. Fuse Business Operations without coding. Establish and share professional documents, collect legally-valid e-signatures, and manage workflows effectively....
Learn more
Clear automated from NetSuite
Arrange and automate any business process and boost your team’s work productivity with airSlate. Make Business Operations with a no-code program. Create, collaborate, and manage all your work in one...
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Clear automated from nintex
Try the airSlate thorough software to develop customizable workflows in a expert manner. Archive Business Operations using the no-code Bots. Move teams’ work forward with a flexible Workspace....
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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 generation from box?

Automation streamlines the process of generating plans from a box by removing repetitive tasks and reducing the chances of human error. With tools like the airSlate document automation platform, you can easily create, modify, and manage documents without getting bogged down in manual work. By integrating automation, your organization can improve efficiency, enhance collaboration, and save valuable time. As a result, you can focus on designing better strategies and achieving the goals that matter most to your business.

What is the best solution to automate a plan generation from box?

To automate plan generation from Box, consider using airSlate’s document automation platform. This solution seamlessly integrates with Box, allowing you to create, customize, and automate your documents without the hassle of manual work. By streamlining your processes, you can save time and reduce errors, ensuring a more efficient workflow for your organization. Embrace this technology to enhance productivity and focus on what truly matters for your business.

How can you automate a plan generation from box with airSlate?

To automate a plan generation from box using airSlate, start by creating a template that outlines the necessary steps and data inputs for your plan. Then, set up automated workflows that pull relevant information directly from your Box account, ensuring a seamless exchange of files and data. This process allows your team to generate plans quickly and accurately, reducing manual effort and errors. By utilizing airSlate, your organization can streamline document workflows, enhance productivity, and focus on achieving your business goals.

What are the pros of an automated plan generation from box?

Automated plan generation offers numerous advantages for organizations like yours. First, it streamlines the planning process, allowing you to save time and allocate resources more effectively. Additionally, it reduces human error, which leads to more accurate and consistent plans. Finally, by using a system like the airSlate document automation platform, you can create and manage workflows that enhance collaboration and improve overall efficiency across your team.