Convention creation from Salesforce

Automate your contract management workflows from start to finish by employing an all-in-one, no-code platform. Simplify approval lifecycles and close deals faster; Convention Creation From Salesforce.
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Discover the ‘Convention Creation From Salesforce’ 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 Convention Creation From Salesforce-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. Convention Creation From Salesforce – Negotiate in real-time and sign contracts faster.
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Simplify approval lifecycles and close deals faster

Eliminate errors and automate your contract management workflows from start to finish using an all-in-one, no-code platform.
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Watch API airSlate contract construction and ‘Convention Creation From Salesforce’ feature in action

Learn how to author and negotiate contracts, get them eSigned, and collect payments with airSlate.
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Powerful convention creation from Salesforce solution

Learn why airSlate’s convention creation from Salesforce beats the competition
airSlate
PandaDoc
DocuSign
Conga
Basic document generation from Salesforce
Basic document generation from MS Dynamics 365
Basic document generation from NetSuite
Advanced multi-source document generation
Actionable fields
Online editor
Extra cost
Conditional logic
eSignature
Extra cost
Extra cost
Customizable document routing and approval workflow
Template library
Automated notifications and reminders
Redlining
Revisions
Audit log
External contract review
Web forms
Extra fee
Workflow library
Multi-cloud workflow automation
No-code integration bots
No-code automation bots
No-code archive bots
No-code workflow analytics setup
PDF editing
PDF annotations
Role based document access
Role based field access
Robotic process automation
Security and compliance
HIPAA compliance
User management
User and access control
Organization administration
Multiple workspaces
Mobile application
Integrated payments
Spreadsheet creation
In-person signing
Extra cost
Extra cost
Advanced recipient authentication
Recipient attachments
Custom welcome form
Address book
Document import
Document storage
Branching
Signing order
Extra cost
Extra cost
Certificate of completion
Extra cost
Extra cost
Bulk send
Extra cost
Extra cost
Distribute via QR code
File sharing with teammates
Document authoring and collaboration
Expiration for process
No-code analytics
Custom charts and reporting
Custom email notifications
SSO
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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 ‘Convention Creation From Salesforce’ 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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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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airSlate improves convention creation from Salesforce

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 convention creation from Salesforce 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 convention creation from Salesforce:
  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 convention creation from Salesforce 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

Convention Creation From Salesforce – Create, set up, and automate dynamic no-code document workflows.
Fix multi-cloud with certificate of completion Compliance
Copy Document Creation with a successful, affordable, and easy-to-use solution for your business. Check out airSlate’s Automation Bots. They help make work easier and people more comfortable. Develo...
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Fix multi-cloud with Certified Registered Delivery Compliance
Incorporate airSlate with your existing CRM or ERP system without APIs or coding. Automate manual tasks, customize dashboards, and connect teams to build a unified and integrated Workspace. Use revolu...
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Fix multi-cloud with cloud security trust Compliance
Setup and automate any business process and boost team’s work productivity with airSlate. Organize Document Creation with a no-code program. Set up, collaborate, and organize all your work in one pl...
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Fix multi-cloud with CloudTrust Compliance
With a quick to utilize, no-code platform, build automated, adaptable, and ROI-oriented processes for a scalable and high quality business. Copy Document Generation with airSlate. Manage everything in...
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Fix multi-cloud with compliant Compliance
Get use of modern Automation Bots and information into modern business process automation. Aggregate Document Creation without any kind of coding skills or IT professional. Stay up to date and control...
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Fix multi-cloud with CSA Compliance
Get usage of progressive Automation Bots and information into modern business process automation. Update Document Generation without any kind of coding skills or IT professional. Stay up to date and m...
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Fix multi-cloud with digital certificate Compliance
Produce professional and error-free documents, benefit from legally-valid e-signatures, and manage workflows efficiently. Take control of your remote teams and assist them achieve the next level. Mix ...
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Fix multi-cloud with eDelivery Compliance
Manage Sales, Marketing, HR, Accounting, and Logistics workflows within a single, holistic automation system. Customize and automate processes and wipe out dull steps that can be completed by Bots. Po...
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Fix multi-cloud with eID Compliance
Create professional and error-free documents, benefit from legally-valid e-signatures, and manage workflows efficiently. Take control of your remote teams and help them attain the next level. Fill out...
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Fix multi-cloud with EIDAS Compliance
Make Document Creation with a highly effective, affordable, and easy-to-use option for your company. Check out airSlate’s Automation Bots. They assist make work easier and people more content. Gener...
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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 convention creation from Salesforce?

Automation plays a vital role in the creation of conventions with Salesforce by streamlining and simplifying the process. Through the use of the airSlate document automation platform, organizations can automate repetitive tasks such as data entry and document generation. This not only saves time and resources but also minimizes the risk of human error. With automation, conventions can be created more efficiently and accurately, allowing businesses to focus on delivering an exceptional experience for their attendees.

What is the best solution to automate a convention creation from Salesforce?

To automate convention creation from Salesforce, the best solution is to utilize airSlate's document automation platform. With airSlate, you can seamlessly integrate Salesforce with their automated workflows, allowing you to streamline convention creation and save valuable time and resources. By implementing airSlate's easy-to-use platform, you can confidently automate the convention creation process and increase productivity within your organization. Say goodbye to manual tasks and hello to efficient and error-free conventions with airSlate.

How can you automate a convention creation from Salesforce with airSlate?

To automate the creation of conventions from Salesforce with airSlate, you can leverage the powerful features of the airSlate document automation platform. By integrating airSlate with Salesforce, you can eliminate manual tasks and streamline your convention creation process. With airSlate, you can automatically generate convention documents, populate them with data from Salesforce, and distribute them to the relevant stakeholders with just a few clicks. This efficient and seamless automation solution will save you time and effort, allowing you to focus on more important tasks and ensure accurate and consistent convention creation every time.

What are the pros of an automated convention creation from Salesforce?

Automated convention creation from Salesforce offers several advantages that can greatly benefit your organization. First and foremost, it saves you a significant amount of time. With automation, conventions are generated quickly and accurately, eliminating the need for manual data entry. This not only improves efficiency but also minimizes the risk of errors. Additionally, automation ensures consistency in your document conventions. By following predefined rules and templates, every convention created will adhere to your organization's standards. This level of consistency enhances your brand image and professionalism. Furthermore, automated convention creation from Salesforce allows for seamless integration with other platforms and systems. This means that data from Salesforce can be easily transferred and utilized in other applications, enhancing collaboration and streamlining workflows. In summary, automated convention creation from Salesforce is a game-changer for any organization. It saves time, ensures consistency, and facilitates seamless integration, ultimately leading to increased efficiency and productivity. With the help of airSlate's document automation platform, you can revolutionize your document workflows and unleash the full potential of your organization.

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