Automate Open a Transaction: Contract to Close

Use airSlate to Automate Open a Transaction: Contract to Close while safeguarding data accuracy and accelerating all the document operations in your accounting and finance departments, minimizing manual input and streamlining your document life cycle.

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Automate Open a Transaction: Contract to Close and speed up your finance operations

Make your financial workflows exponentially faster and more efficient using the option to Automate Open a Transaction: Contract to Close. With accuracy as a top priority in this type of department, you can easily automate your document’s movement, set appropriate access permissions, and launch error-free data transfer to a location of your choice in a single browser tab with no programming skills needed.

The advantages of using top-notch workflow optimization solutions by airSlate include:

  • Fast and accurate feedback collection
  • Secure document storage and sophisticated access configurations to protect sensitive documents
  • Custom document routing configurations for streamlined form completion
  • Seamless integration with your CRM or database for straightforward and error-free information transfer or invoice generation
  • Powerful collaboration tools for efficient teamwork

Simplify your accounting routines without damaging data accuracy using airSlate’s smart automation tools. No coding skills are required to set up your document automation, so you can see improvements even as you run your first workflow.

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Pre-fill Automate Open a Transaction: Contract to Close fields from a CRM, Spreadsheet or database records

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Archive Automate Open a Transaction: Contract to Close 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 Automate Open a Transaction: Contract to Close workflow

Spend an average of 10 minutes to complete a Automate Open a Transaction: Contract to Close document

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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
Learn more about security
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PCI DSS certification
Payment Card Industry Data Security Standard
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SOC 2 Type II Certified
System and Organization Controls (Type â…¡)
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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 brief guide on how to Manage Automate Open a Transaction: Contract to Close

Should you Manage Automate Open a Transaction: Contract to Close and work on it with other people? airSlate is an automation platform that offers you and your team advanced functionality for managing workflows and collaborating together more efficiently. Create, configure, and automate interactive no-code web forms with airSlate.

Follow the actions below to Manage Automate Open a Transaction: Contract to Close:

  1. Log in using your airSlate, pdfFiller, or signNow credentials.
  2. Pick a Workspace or create a new one.
  3. Click the Create New Template option from the left-hand menubar.
  4. Select the Choose from library option.
  5. Attach documents or forms to your Template.
  6. Edit your document, add and configure fillable areas and esignatures.
  7. Create Roles, assign fields, and manage access permissions.
  8. Configure Integration Bots to pre-fill online forms and export data automatically.
  9. Add Automation Bots to send reminders, notify, and route documents to intended users.
  10. Save configurations and distribute your document.
After that, your record will be ready for sending. Distribute it with a shareable URL or QR code or share with recipients using their email addresses. Build dynamic document workflows using airSlate’s no-code capabilities.

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