Unify Purchase Return

Target customer service quality with easy-to-set no-code workflow automation. Unify Purchase Return and collect relevant information, eSignatures, and manage your forms all in one place.

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Unify Purchase Return to continually maintain your customer records up-to-date

Customer service workflows involve dozens of operations that aim to improve your customer’s experience. Having all of your data organized and tracked is also essential to identify key aspects of your business. With airSlate, you can accelerate communication, improve service quality, and address your business’s challenges.

Easily create, edit, and gather information from your existing and potential clients. Unify Purchase Return to manage and analyze the responses relevant to your department. Be at the helm of your daily routine with simple but effective tools provided by airSlate.

How to improve your customer service experience:

  • Extract or transfer your data from popular databases, CRM, or Spreadsheet platforms in a way that’s safe from information loss.
  • Edit your documents just the way you want: work with easy-to-use tools and features.
  • Securely save your forms in your airSlate account or integrated cloud storage services.
  • Assign required fields to simplify document completion for those you collaborate with.
  • Deliver your documents in convenient ways for your customers.

Forget about delays in your workflows. Create an intuitive and user-friendly experience for all your customers: Unify Purchase Return and allow your team to complete documents on any convenient platform.

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Pre-fill Unify Purchase Return fields from a CRM, Spreadsheet or database records

Extract data from Unify Purchase Return to a CRM, Spreadsheet or database

Archive Unify Purchase Return to Google Drive, Dropbox, OneDrive and other cloud storage services

Assign recipients to fields and route the document automatically

Automate repetitive tasks in CRMs, G Suite, and other systems of record

Save an average of 8 hours per week with an automated Unify Purchase Return workflow

Spend an average of 10 minutes to complete a Unify Purchase Return document

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No-code automation, integrations, configuration and distribution of Unify Purchase Return

  • Add additional fillable fields to Unify Purchase Return

    Workflow document feature example Workflow document feature example

  • Embed fillable Unify Purchase Return in your website or distribute it via a public link

    Workflow document feature example Workflow document feature example

  • Collect payments for Unify Purchase Return

    Workflow document feature example Workflow document feature example

  • Authenticate recipients for Unify Purchase Return

    Workflow document feature example Workflow document feature example

  • Request attachments for Unify Purchase Return from recipients

    Workflow document feature example Workflow document feature example

  • Integrate Unify Purchase Return with dynamic web-forms

    Workflow document feature example Workflow document feature example

  • Auto-generate documents from data in Unify Purchase Return

    Workflow document feature example Workflow document feature example
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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.
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.

Top-notch security and compliance

Stay up to date with industry-leading security standards to protect your sensitive information
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PCI DSS certification
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SOC 2 Type II Certified
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GDPR compliance
General Data Protection Regulation
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HIPAA compliance
Health Insurance Portability and Accountability Act
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A step-by-step guide on how to Manage Unify Purchase Return in Salesforce

When your team is always executing numerous tasks in different programs, it gets challenging to Manage Unify Purchase Return in Salesforce without the right instruments. You can improve that with airSlate. Our drag and drop form designer allows you to build and customize professional-looking documents. Additionally, you can integrate with numerous systems of record to help teams gather and manage data more productively.

Follow the instructions listed below to Manage Unify Purchase Return in Salesforce:

  1. Log in to your airSlate account (use your Google/Facebook/Apple credentials if needed).
  2. Access a Workspace from the list or create a new one.
  3. Proceed to the Template Library from the Dashboard widgets.
  4. Locate and add a ready-made form template to your Template.
  5. Customize your document with fillable fields, make them conditional, visible, hidden, etc.
  6. Designate fields to the specific roles and recipients.
  7. Integrate with one or numerous data sources and systems using Integration Bots.
  8. Add Automation Bots to configure notification messages, reminders, and document routing.
  9. Save adjustments and continue to share your document.
After that, deliver the form to recipient emails, share it via a public link or QR code, or embed it in your app or on your website. Begin using customizable web forms to gather data faster and update CRM records automatically. Improve routine operations with airSlate.

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Related links to Unify Purchase Return

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