Pre-fill White Boards

Use the option to Pre-fill White Boards and smoothen up the entire event administration process, from initial planning to its retrospective and feedback collection afterward.

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Pre-fill White Boards and take your event administration to another level

Preparing and managing an event of any size requires thorough preparation, including lots of documents. So that organizers can concentrate on their events’ impacts and results, we offer the ability to Pre-fill White Boards, which simplifies paperwork and accelerates document-related operations while you focus on more important things. See the benefits of using smart automation in event management by leveraging all the tools to Pre-fill White Boards:

  • 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 Pre-fill White Boards fields from a CRM, Spreadsheet or database records

Extract data from Pre-fill White Boards to a CRM, Spreadsheet or database

Archive Pre-fill White Boards 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 Pre-fill White Boards workflow

Spend an average of 10 minutes to complete a Pre-fill White Boards document

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No-code automation, integrations, configuration and distribution of Pre-fill White Boards

  • Add additional fillable fields to Pre-fill White Boards

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  • Embed fillable Pre-fill White Boards in your website or distribute it via a public link

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  • Collect payments for Pre-fill White Boards

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  • Authenticate recipients for Pre-fill White Boards

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  • Request attachments for Pre-fill White Boards from recipients

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  • Integrate Pre-fill White Boards with dynamic web-forms

    Workflow document feature example Workflow document feature example

  • Auto-generate documents from data in Pre-fill White Boards

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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.

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A brief guide on how to Automate Pre-fill White Boards

Do you need to Automate Pre-fill White Boards and work on it with other people? airSlate is an automation platform that offers both you and your team powerful features for managing workflows and collaborating together more effectively. Create, configure, and automate interactive no-code web forms with airSlate.

Follow the steps below to Automate Pre-fill White Boards:

  1. Log in with your airSlate, signNow, or pdfFiller account.
  2. Select a Workspace or create a new one.
  3. Click the Create New Template option from the left-hand menu.
  4. Hit the Choose from library option.
  5. Attach forms or templates to the Template.
  6. Edit your document, add and configure fillable areas and esignatures.
  7. Define Roles, delegate fields, and set up access permissions.
  8. Configure Integration Bots to pre-fill web forms and export data automatically.
  9. Enable Automation Bots to remind, notify, and route documents to intended recipients.
  10. Save configurations and distribute your document.
Following that, your record will be ready for delivering. Distribute it with a shareable URL or QR code or share with recipients using their emails. Build customizable document workflows using airSlate’s no-code features.

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