Manage References

Use the option to Manage References and smoothen up the entire event administration process, from initial planning to its retrospective and feedback collection afterward.

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Manage References and take your event management one stage further

Preparing and managing an occasion of any size requires thorough preparation, including a lot of paperwork. To ensure planners can concentrate on their events’ impacts and results, we offer the opportunity to Manage References, which simplifies paperwork and speeds up document-related processes while you focus on more important things. See the benefits of using smart automation in event management by leveraging all the tools to Manage References:

  • A wide variety of pre-created and easy-to-complete forms one can distribute right away
  • Custom notification settings to stay updated on the progress of the document
  • Seamless integration with your database that reduces manual work and chances of any human error in data transfer
  • Single secure workspace with a user-friendly interface that does not require previous training
  • Additional automation Bots that will minimize required manual input in your custom-built workflow

By automating routine processes, managers can eliminate their most tedious tasks. Automatically collected and accurately sorted data helps optimize any organization’s processes so organizers can focus more intensely on the actual occasion they are planning.

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Pre-fill Manage References fields from a CRM, Spreadsheet or database records

Extract data from Manage References to a CRM, Spreadsheet or database

Archive Manage References 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 Manage References workflow

Spend an average of 10 minutes to complete a Manage References document

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No-code automation, integrations, configuration and distribution of Manage References

  • Add additional fillable fields to Manage References

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  • Embed fillable Manage References in your website or distribute it via a public link

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  • Collect payments for Manage References

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  • Authenticate recipients for Manage References

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  • Request attachments for Manage References from recipients

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  • Integrate Manage References with dynamic web-forms

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  • Auto-generate documents from data in Manage References

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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.
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Automate every step of your workflow: reminders and notifications, document population with data from other documents, assigning permissions, archiving and more.
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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.

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In this course, you'll delve into pdfFiller's reusable templates to streamline paperwork processes. You'll discover how to create personalized templates for common documents, swiftly customize them, and efficiently organize them in your account. By ...

A step-by-step guide on how to Arrange Manage References in Netsuite

When your team is always performing numerous jobs in several software, it becomes challenging to Arrange Manage References in Netsuite without the proper tools. You can enhance that with airSlate. Our drag and drop form designer makes it simple to build and modify accurate documents. Additionally, you can integrate with numerous systems of record to enable teams collect and manage data more productively.

Refer to the instructions listed below to Arrange Manage References in Netsuite:

  1. Log in to your airSlate account (utilize 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. Find and add a ready-made form template to your Template.
  5. Improve your form with fillable areas, make them conditional, visible, hidden, etc.
  6. Designate fields to the specific roles and users.
  7. Connect with one or numerous databases and systems configuring Integration Bots.
  8. Add Automation Bots to configure notification messages, reminders, and document routing.
  9. Save adjustments and proceed to publish your document.
After that, deliver the template to recipient emails, share it via a public link or QR code, or embed it in your application or on your website. Start using dynamic web forms to gather data faster and update CRM records automatically. Automate routine operations with airSlate.

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