
altaFlow
Run every document process as one workflow
About altaFlow
altaFlow (formerly airSlate WorkFlow) is a no-code document automation platform from airSlate that combines web forms, document generation, approvals, and native eSignature in a single workflow. It pulls data from CRMs and ERPs such as Salesforce and NetSuite, builds the right document with conditional logic, routes it for approval and signature, and writes the result back to the system of record. Pricing is per document with unlimited users on every plan.
Pros & Cons
Pros
- Unlimited users on every plan, so cost scales with document volume rather than headcount
- Combines forms, document generation, approvals, and eSignature in one workflow instead of several tools
- Deep Salesforce integration pulls from any related object and writes the signed result back to the record
- No-code builder lets operations staff and Salesforce admins change workflows without engineering
- Reviewers on G2 rate support quality and integration capabilities highly
Cons
- Advanced and Enterprise prices are not published; you have to request a quote
- Premium CRM integrations such as Salesforce and NetSuite are Enterprise features or paid add-ons on lower plans
- Reviewers report a learning curve when building complex workflows
- The January 2026 rename from airSlate WorkFlow means older tutorials and reviews use the previous name
Key Features
Document generation
Builds contracts, quotes, and packets from record data with conditional logic and dynamic tables, so one template covers many variations.
Web forms
Captures new information through hosted web forms that feed the same workflow as CRM-sourced data.
Native eSignature
Collects legally binding signatures inside the workflow, with an audit trail on every document.
Governed routing and approvals
Routes documents through approval rules with every step tracked and everyone working on the current version.
CRM and ERP write-back
Syncs status, dates, and the signed file back to Salesforce, NetSuite, Microsoft Dynamics 365, HubSpot, and other systems without re-typing.
Built-in automation
Handles reminders, document merging, file renaming, notifications, bulk send, and autostarts without code.
AI Analytics Chat
Answers plain-English questions about workflow data, such as average time to signature or documents stuck in approval.
Payment collection
Collects payments as a step in the document workflow on Advanced and Enterprise plans.
Enterprise security
Offers SOC 2 and GDPR compliance, SSO, role-based access, multi-tenancy, and HIPAA support with a signed BAA on Enterprise.
Mobile app
Lets users fill, sign, and manage workflow documents from iOS and Android apps.
Pricing
- Unlimited users
- Web forms and PDF generation
- Audit trail and mobile app
- Reminders, merging, renaming, notifications
- Custom email branding
- SMS delivery and reminders
- Google Workspace, Office 365, Slack, Airtable integrations
- SOC 2 and GDPR
- Knowledge base and ticket support
- Everything in Standard
- Document generation (DocX)
- Bulk Send
- Autostarts
- Payment collection
- PostgreSQL, Jira and similar technical integrations
- Chat support
- Everything in Advanced
- SSO
- CRM and premium integrations (Salesforce, NetSuite, Dynamics 365)
- Multi-tenancy
- API access
- White-labeled signing experience
- HIPAA support with signed BAA
- Dedicated account manager
Best For
Quote-to-contract in Salesforce
Revenue teams generate a contract from the opportunity, route it for approval and signature, and have the signed copy and status written back to the record.
Student admissions and financial aid
Schools capture applications through web forms, route data to the student information system, and produce signed enrollment packets.
HR onboarding packets
HR teams send offer letters and onboarding documents as one workflow, with reminders and signatures handled automatically.
Healthcare and regulated intake
Healthcare and financial services teams run intake and consent forms with audit trails and HIPAA support under a signed BAA.
Approval routing across departments
Operations and IT teams replace email-based approvals with governed routing that tracks every step and surfaces bottlenecks.
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