Propose testament generation

Create professional documents and pre-populate them with data from multiple sources. Minimize manual work, human errors, and time resources; Propose Testament Generation.
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Discover the ‘Propose Testament Generation’ 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 Propose Testament Generation-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. Propose Testament Generation – 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 ‘Propose Testament Generation’ feature in action

Learn how to create documents and automate entire document workflows without coding.
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Powerful propose testament generation

Learn why airSlate propose testament generation 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 ‘Propose Testament Generation’ 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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Try airSlate’s all-in-one document workflow automation for free

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airSlate improves the way you propose testament generation

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 propose testament generation 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 propose testament generation:
  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 propose testament generation 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

Propose Testament Generation – Create, set up, and automate dynamic no-code document workflows.
Send number 1 from Salesforce
Get a 360º view of each of your business processes. Implement automated document generation, contract management and negotiation, payments, and e-signatures. Export Business Operations with airSlate....
Learn more
Send number 1 from sap
Control your business with secure, adaptable processes that scale according to your needs with an easy to deploy, no-code automation program. Complete Business Operations with airSlate. Get the most o...
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Send number 1 from sharepoint
Discover an innovative way to work. Adopt Business Operations without coding. Set up and share professional documents, collect legally-valid e-signatures, and handle workflows efficiently....
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Send number 1 from slack
Wipe out steps that don’t add value to your method in order to make better use of your team's time. Enhance communication, take care of documents, delegate tasks, and create approval workflows witho...
Learn more
Send number 1 from Smartsheet
Get usage of progressive Automation Bots and insights into modern business process automation. Export data Contract Management without any kind of coding skills or IT professional. Stay up to date and...
Learn more
Send number 1 from SQL
Incorporate airSlate with your current CRM or ERP system without APIs or coding. Automate manual tasks, customise dashboards, and connect teams to build a unified and incorporated Workspace. Deploy in...
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Send number 1 from stripe
airSlate is created for every member of your team to build and share automated and customizable workflows, track all the modifications, and get better results in a single secured Workspace. Order Busi...
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Send number 1 from sugar
Make your administrative processes more successful, from buys to payments. Get far better benefits via the capacity to Adjust Contract Management without a single line of code. Get more tasks complete...
Learn more
Send number 1 from sugar crm
Explore an revolutionary way to work. Set up Business Operations without coding. Produce and share professional documents, collect legally-valid e-signatures, and take care of workflows effectively....
Learn more
Send number 1 from workato
Automate and modify any practice while collaborating in teams: workflows, e-mail interactions, notifications, approvals, and more. Take care of your processes in the simple way. Tailor Business Operat...
Learn more

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 propose testament generation?

Automation plays a vital role in the generation of proposed testaments. By utilizing automation, you can streamline the process and save valuable time and resources. With the help of the airSlate document automation platform, you can easily create, edit, and share testaments in a matter of minutes. This powerful tool eliminates the need for manual data entry and ensures accuracy and efficiency in the testament generation process.

What is the best solution to automate a propose testament generation?

To automate the generation of a proposal testament, the best solution is to use the airSlate document automation platform. With airSlate, you can streamline and simplify the entire process, eliminating the need for manual data entry and repetitive tasks. By leveraging the power of automation, airSlate ensures accuracy, efficiency, and consistency in creating proposal testaments. Try airSlate today and experience the benefits of seamless document workflow automation.

How can you automate a propose testament generation with airSlate?

To automate the generation of a proposed testament with airSlate, simply utilize the powerful features of this document automation platform. By using airSlate, you can streamline and simplify the process, saving time and effort. With its user-friendly interface and advanced capabilities, airSlate allows you to easily create templates, automate data collection, and generate dynamic documents. Say goodbye to manual tasks and embrace the efficiency and convenience that airSlate brings to testament generation.

What are the pros of an automated propose testament generation?

Automated proposal testament generation offers numerous advantages. Firstly, it greatly saves time and effort by eliminating the need for manual drafting and formatting. With the airSlate document automation platform, generating proposals becomes a streamlined process, allowing you to focus on more important tasks. Secondly, the accuracy of the generated proposals is significantly improved, as the automated system ensures consistency and reduces the risk of human error. Finally, using airSlate's solution allows for seamless collaboration and easy sharing of proposals, enhancing efficiency and productivity within your organization.