Adopt document customization

Create professional documents and pre-populate them with data from multiple sources. Minimize manual work, human errors, and time resources; Adopt Document Customization.
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Discover the ‘Adopt Document Customization’ 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 Adopt Document Customization-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. Adopt Document Customization – Negotiate in real-time and sign contracts faster.
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Start generating error-free and robust documents

Create professional documents and pre-populate them with data taken from multiple sources.
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Watch API airSlate contract construction and ‘Adopt Document Customization’ feature in action

Learn how to create documents and automate entire document workflows without coding.
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Powerful adopt document customization

Learn why airSlate adopt document customization beats the competition.
airSlate
Conga
Nintex
PandaDoc
Formstack
Pre-fill from any standard or custom object in Salesforce
Pre-fill from any standard or custom object in MS Dynamics 365
Pre-fill from any standard or custom object in NetSuite
Multi-cloud document generation
Template formats (input)
PDF, Word, HTML, Excel
Word, PowerPoint, Excel, PDF
Word, PowerPoint, Excel, PDF
Word, PDF
PDF, Word, HTML, Excel, PowerPoint
Document formats (output)
PDF, Word, HTML, Excel
Word, PowerPoint, Excel, HTML, email and PDF
Word, PowerPoint, Excel, PDF
Word, PDF
PDF, Word, HTML, Excel, PowerPoint
Template builder
Merge related lists
Select Salesforce data via SOQL queries
Conditional logic
In-document calculations
Generate fillable fields in documents
Supported in PDF, Word, HTML templates
Supported only in PDF templates
Supported only in PDF templates
Only Signature field
Generate actionable fields in documents
Update data in Salesforce
Create new records in Salesforce
Update data in MS Dynamics 365
Create new records in MS Dynamics 365
Update data in NetSuite
Create new records in NetSuite
Automatically created custom buttons in Salesforce
Automatically created custom buttons in MS Dynamics 365
Automatically created custom buttons in NetSuite
No-code Salesforce Process Builder integration
Extra cost
Extra cost
No-code NetSuite Workflow integration
Batching
Extra cost
Extra cost
Limited
Scheduled batches
Extra cost
Extra cost
Multi-cloud workflow automation
No-code integration bots
No-code automation bots
No-code archive bots
No-code reminders and notifications, event-based
No-code workflow analytics setup
eSigning
Extra cost
Extra cost
Extra cost
PDF editing
PDF annotations
Contract negotiation
Contract lifecycle management
Redlining documents
Role based document access
Role based field access
Custom workflow routing
Robotic process automation
Web form builder
Integrated payments
Workflow library
Security and compliance
HIPAA compliance
User management
User and access control
Organization administration
Audit trail
Multiple workspaces
Mobile application
In-person signing
Advanced recipient authentication
Recipient attachments
Custom welcome form
Address book
Document import
Document storage
Branching
Signing order
Extra cost
Extra cost
Extra cost
Certificate of completion
Extra cost
Extra cost
Extra cost
Bulk send
Distribute via QR code
File sharing with teammates
Document authoring and collaboration
Expiration for process
No-code analytics
Custom charts and reporting
Custom event-based email notifications
SSO
Not applicable
Not applicable
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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 ‘Adopt Document Customization’ 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
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.

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

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airSlate improves the way you adopt document customization

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 adopt document customization 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 adopt document customization:
  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 adopt document customization 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

Adopt Document Customization – Create, set up, and automate dynamic no-code document workflows.
Ensure self-operating on iphone
With a quick to deploy, no-code platform, construct automated, flexible, and ROI-oriented processes for a scalable and quality business. Unite Contract Management with airSlate. Manage everything in o...
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Ensure self-operating on laptop
Try the airSlate comprehensive system to build personalized workflows in a expert manner. Link together Contract Management using the no-code Bots. Move teams’ work forward with a adaptable Workspac...
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Ensure self-operating on lenovo
Automate and customise any method while working together in teams: workflows, e-mail interactions, notifications, approvals, and more. Maintain your processes in the simple way. Install Contract Manag...
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Ensure self-operating on mac
Deal with your business with secure, flexible processes that scale according to your needs with an easy to deploy, no-code automation software. Automate Business Operations with airSlate. Obtain the m...
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Ensure self-operating on macbook
Get use of progressive Automation Bots and information into modern business process automation. Establish Contract Management without any kind of coding skills or IT professional. Stay up to date and ...
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Ensure self-operating on macbook pro
Discover an innovative way to work. Integrate Business Operations without coding. Set up and share professional documents, collect legally-valid e-signatures, and manage workflows effectively....
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Ensure self-operating on microsoft
Generate professional and error-free documents, benefit from legally-valid e-signatures, and control workflows successfully. Take control of your remote teams and help them attain the next level. Join...
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Ensure self-operating on mobile
Automate manual tasks, track development, and work together better in teams. Use no-code Bots to Tailor Business Operations. Centralize and moderate your entire procedure using the only no-code automa...
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Ensure self-operating on motorola
Automate manual tasks, track development, and collaborate better in teams. Use no-code Bots to Install Business Operations. Centralize and take control of your entire operation using the only no-code ...
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Ensure self-operating on msft
Try out the airSlate comprehensive program to generate easy to customize workflows in a professional manner. Make Contract Management using the no-code Bots. Move teams’ work forward with a flexible...
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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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Document Generation Export to Formstack Documents Bot Pre-fill from Litmos bot Unassign Role Bot Mailchimp send Campaign bot airSlate Automation Bots Integration Bots Contract Management Contract Negotiation Robotic Process Automation Electronic Signature automated workflow software

We’ve got the answers to your questions

How does automation help in a adopt document customization?

Automation plays a crucial role in adopting document customization. By utilizing automation tools like the airSlate document automation platform, organizations can streamline their document creation process and make it more efficient. With automation, users can easily customize documents according to their specific needs, saving valuable time and resources. This technology empowers businesses to create personalized and professional documents with ease, enhancing their overall productivity and effectiveness.

What is the best solution to automate a adopt document customization?

The best solution to automate document customization is to utilize the airSlate document automation platform. This powerful tool streamlines the entire process, allowing you to easily customize and adapt documents for your specific needs. With airSlate, you can automate repetitive tasks, collaborate seamlessly with colleagues, and ensure accuracy and efficiency in your document workflows. Trust airSlate to provide the solution you need for successful document automation.

How can you automate a adopt document customization with airSlate?

To automate document customization with airSlate, you can utilize the powerful tools and features offered by the platform. With airSlate, you can streamline and simplify the process of customizing adopt documents by creating templates, pre-filling them with relevant information, and automating the generation of personalized documents. By leveraging airSlate's intuitive interface and automation capabilities, you can save time, increase efficiency, and ensure accuracy in your document customization process. Let airSlate revolutionize your document workflow and empower your organization with seamless automation.

What are the pros of an automated adopt document customization?

Automated adopt document customization offers numerous benefits that can greatly streamline your workflow. With airSlate's document automation platform, you can quickly and efficiently customize adoption documents to fit your specific needs. This not only saves time but also ensures accuracy and consistency throughout the process. Additionally, airSlate's user-friendly interface makes document customization accessible to all, even those without technical expertise. With automated adopt document customization, you can revolutionize your document workflow and achieve greater efficiency and productivity.