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Description
Embrace a paperless approach with our Form & Document Management CRM designed for every team. Transitioning to a paperless environment is the ideal solution for small and medium enterprises. This system consolidates all your employees, customers, and vendors into a single database, facilitating seamless communication, task management, and paperwork handling without the need for physical documents. With all your forms and documents stored electronically, the platform offers features like routing and approval tracking. Once you have your data organized in forms, you can analyze it or search for specific criteria effortlessly. Additionally, you can collaborate with teammates and clients easily. Each staff member and contact has a dedicated File Cabinet, accompanied by a central company File Cabinet. Your documents are organized in the File Cabinet using custom fields and tags. We specialize in assisting you with digitizing documents and forms, making the transition to an electronic filing system on Paperless Online smooth and efficient. Furthermore, contacts can access a self-service portal to submit necessary forms and documents, ensuring that all data—including forms, documents, and files related to teammates, clients, and vendors—can be stored and retrieved with ease. This transformation not only enhances efficiency but also significantly reduces clutter and improves overall productivity.
Description
altaFlow is an innovative automation platform that prioritizes documents and requires no coding, aiming to enhance and manage document-focused business processes by integrating document creation, intelligent forms, electronic signatures, and workflow automation into one cohesive solution. This platform empowers businesses to convert traditional static documents into dynamic, self-executing workflows that link individuals, data, and systems across various applications, including CRM and ERP solutions. With a user-friendly drag-and-drop interface, users can design tailored workflows that automate tasks like contract creation, approvals, invoicing, onboarding, and quoting, all without the need for programming knowledge. It boasts advanced document generation capabilities that extract data from connected systems to maintain precision, alongside web-based forms that efficiently gather data and initiate workflows as soon as they are submitted. Furthermore, automation bots are included to verify data, issue reminders, and facilitate the movement of documents across different systems, thus minimizing manual transfers and expediting processes. Overall, altaFlow stands out as a comprehensive solution for organizations seeking to optimize their document workflows and improve operational efficiency.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Docusign
Yes
Airtable
No
Basecamp
No
Cisco Webex
No
Egnyte
No
Formstack Documents
No
Google Docs
No
HubSpot Customer Platform
No
Insightly
No
Magento
No
Integrations
Docusign
Yes
Airtable
Yes
Basecamp
Yes
Cisco Webex
Yes
Egnyte
Yes
Formstack Documents
Yes
Google Docs
Yes
HubSpot Customer Platform
Yes
Insightly
Yes
Magento
Yes
Pricing Details
$15 per user per month
Free Trial
Yes
Free Version
Yes
Pricing Details
$399/month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
No
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
Paperless Online
Founded
2003
Country
United States
Website
paperlessonline.com
Vendor Details
Company Name
airSlate
Founded
2008
Country
United States
Website
altaflow.com
Product Features
Document Management
Access Controls
Yes
Archiving & Retention
Yes
Collaboration Tools
Yes
Compliance Tracking
Yes
Document Archiving
Yes
Document Assembly
Yes
Document Capture
No
Document Conversion
No
Document Delivery
Yes
Document Indexing
Yes
Document Retention
Yes
Electronic Signature
Yes
Email Management
Yes
File Recovery
Yes
File Type Conversion
Yes
Forms Management
Yes
Full Text Search
Yes
Offline Access
Yes
Optical Character Recognition
Yes
Print Management
Yes
Version Control
Yes
Forms Automation
Approval Process Control
Yes
Archiving & Retention
Yes
Collaboration
Yes
Document Indexing
Yes
Drag & Drop
Yes
Full Text Search
Yes
Remote Document Access
Yes
Rules-Based Workflow
Yes
Text Editing
Yes
Version Control
Yes
Workflow Management
Access Controls/Permissions
Yes
Approval Process Control
No
Business Process Automation
Yes
Calendar Management
Yes
Compliance Tracking
Yes
Configurable Workflow
No
Customizable Dashboard
No
Document Management
Yes
Forms Management
Yes
Graphical Workflow Editor
No
Mobile Access
Yes
No-Code
No
Task Management
Yes
Third Party Integrations
Yes
Workflow Configuration
Yes
Product Features
Business Process Management
Access Controls / Permissions
Yes
Alerts / Notifications
Yes
Business Process Automation
Yes
Business Rules Management
Yes
Collaboration
Yes
Process Change Tracking
Yes
Process Mapping
Yes
Process Modeling & Design
Yes
Visual Workflow Management
Yes
Digital Signature
Audit Trail
Yes
Authentication
Yes
Auto Reminders
Yes
Customizable Templates
Yes
Document Analytics
Yes
Mobile Signature
Yes
Multi-Party Signing
Yes
Progress Tracking
Yes
Task Progress Tracking
Yes
Document Control
Archiving & Retention
Yes
Automated Routing
Yes
Change Management
Yes
Compliance Management
Yes
Electronic Signature
Yes
Escalation Management
No
Periodic Review
No
Version Control
Yes
Document Generation
Batch Processing
No
Collaboration
Yes
Digital Signature
Yes
Interaction Tracking
Yes
Multiple Output Formats
Yes
Templates
Yes
Document Management
Access Controls
Yes
Archiving & Retention
Yes
Collaboration Tools
Yes
Compliance Tracking
Yes
Document Archiving
Yes
Document Assembly
Yes
Document Capture
No
Document Conversion
Yes
Document Delivery
Yes
Document Indexing
No
Document Retention
Yes
Electronic Signature
Yes
Email Management
Yes
File Recovery
No
File Type Conversion
No
Forms Management
Yes
Full Text Search
No
Offline Access
No
Optical Character Recognition
No
Print Management
Yes
Version Control
Yes
Document Version Control
Access Controls/Permissions
Yes
Approval Process Control
Yes
Archiving & Retention
Yes
Audit Trail
Yes
Commenting / Notes
Yes
Document Check-in / Check-out
Yes
For Engineering Documents
No
Revision History
Yes
Version Comparison
Yes
Version Rollback
Yes
Forms Automation
Approval Process Control
Yes
Archiving & Retention
Yes
Collaboration
Yes
Document Indexing
Yes
Drag & Drop
Yes
Full Text Search
No
Remote Document Access
Yes
Rules-Based Workflow
Yes
Text Editing
Yes
Version Control
Yes
Low-Code Development
AI-Assisted Development
No
Business Process Automation
Yes
Collaborative Development
Yes
Data Aggregation and Publishing
Yes
Deployment Management
No
Drag & Drop
Yes
Integrations Management
Yes
Iteration Management
No
Performance Monitoring
No
Requirements Management
No
Templates
Yes
Visual Modeling
No
Web / Mobile App Development
No
Workflow Management
Yes
No-Code Development
AI-Assisted Development
No
Business Process Automation
Yes
Collaborative Development
Yes
Data Aggregation and Publishing
No
Deployment Management
No
Drag & Drop
Yes
Integrations Management
Yes
Iteration Management
Yes
Performance Monitoring
Yes
Requirements Management
No
Templates
Yes
Visual Modeling
No
Web / Mobile App Development
No
Workflow Management
Yes
Robotic Process Automation (RPA)
Analytics
Yes
Attended Automation
Yes
Code-free Development
Yes
Image Recognition
No
Optical Character Recognition
No
Process Builder
Yes
Third Party Application Integration
Yes
Unattended Automation
Yes
Workflow Management
Access Controls/Permissions
Yes
Approval Process Control
Yes
Business Process Automation
Yes
Calendar Management
No
Compliance Tracking
Yes
Configurable Workflow
No
Customizable Dashboard
Yes
Document Management
Yes
Forms Management
Yes
Graphical Workflow Editor
No
Mobile Access
Yes
No-Code
Yes
Task Management
No
Third Party Integrations
Yes
Workflow Configuration
Yes
