Skip to content
Close
LOGIN
Contact Sales
Request a Demo
Contact Sales
Request a Demo
Platform

See Our Product in Action

Curious how our platform fits your unique challenges? Let's explore how altaFlow can automate your exact workflows.

Request a Demo
Use Case
Industry
Department

See Your Solution in Action

Curious how our platform fits your unique challenges? Let's explore how altaFlow can automate your exact workflows.

Request a Demo
Integrations
salesforce-logo
Salesforce
Learn More
Oracle-NetSuite-Logo-white
Netsuite
Learn More
icons8-sharepoint
SharePoint
Learn More

Connect Your Entire Workflow

From Salesforce and NetSuite to SharePoint and beyond. Let’s discuss how our integrations can unify your systems.

Request a Demo
Resources

Put Our Knowledge to Work

Go beyond templates and see what's possible. Let's talk about how our insights can power your success.

Request a Demo

Turn Your CRM into a Deal-Closing Engine

Generate proposals, route approvals, and collect signatures without leaving your CRM. With altaFlow's sales workflow automation, reps close faster and leaders get forecasts they can trust.

Solutions-RevOps

From Admin Work to Action

Your sales reps are losing valuable selling time to administrative tasks—chasing approvals, assembling documents, and manually updating records. This not only slows down deals but also clouds visibility, making accurate forecasting nearly impossible. What if you could make that work disappear?

altaFlow's CRM document automation transforms this process. Launch workflows directly from your CRM to automatically generate proposals and contracts, route them for approval based on your business rules, collect eSignatures, and sync everything back to the correct record. The result is a dramatically shorter sales cycle, more productive reps, and clean, reliable data that powers your forecast.

One Platform for the Entire Sales Document Lifecycle

altaFlow streamlines every stage of your sales process, allowing your team to focus on what they do best: selling.

Lead Capture & Qualification Automatically create complete records from inbound forms, generate NDAs, and route qualified leads to the right owner, all within your CRM.  
Proposal & Quote Generation Build accurate, branded proposals in minutes using approved templates with dynamic pricing. Instantly track activity and route for review.  
Contract Creation & Negotiation Generate error-free contracts from pre-approved clause libraries, collaborate on redlines, and automatically escalate non-standard terms to Legal.  
Deal Desk & Approval Governance Enforce rules around pricing and discounts with automated approval routing. Eliminate bottlenecks and manual handoffs for good.  
Payment Collection at Close Embed payment collection via credit card or ACH at the signature stage, with automated receipts and real-time updates to the deal.  
Renewals & Amendments Trigger renewal packets based on term dates, pre-fill customer data, and update ARR/MRR to maintain a healthy pipeline.  

Connected workflows across your tech stack

Connect altaFlow to your CRM, CPQ, payment gateways, and storage applications. Streamline processes, reduce manual work, and move from document to done faster than ever.

Outcomes Your Sales Team Will See Immediately

solution-help-min
Accelerated Revenue Cycles

Automate proposals, approvals, and eSignature for sales so deals close faster, without manual delays.

business-meeting-min
Accurate, Real-Time Forecasts

Pipeline status and deal data update instantly in your CRM, powering confident and reliable sales projections.

operations-manager
Empower Sales Ops with No-Code

Launch and optimize no-code sales workflows without IT. Give your Sales Ops team the power to drive change with visual builders.

working-together-min
Eliminate Manual Work

Let automation and data syncing handle the busywork so your team can focus on building relationships and closing deals.

Questions & Answers

Can reps start workflows from inside our CRM?

Yes. Workflows launch directly from standard or custom records in your CRM. All necessary data is pre-filled, making the process seamless for your team.
Do you support complex approval rules for discounts?

Absolutely. You can route approvals based on any data point, including discount percentage, product family, margin, or region, ensuring full deal governance.
How do managers track deal status and documents?

Key dates, deal status, and document links update in your CRM in real time. Final, signed files are automatically attached to the record, creating a complete audit trail.
How are non-standard contract terms handled?

You can create rules that automatically route documents with non-standard clauses to the legal team for review, ensuring compliance without slowing down the process.
Can we collect payment when a contract is signed?

Yes. Integrate with supported payment gateways to collect deposits or full payments at the point of signature, with receipts and deal amounts updated automatically.
How long does it take to go live with altaFlow?

Most sales teams see value in days, not months. You can start with pre-built templates for key workflows and expand in phases, all without writing a single line of code.
Does this work with our existing sales tech stack?

Yes. altaFlow uses native connectors, APIs, and webhooks to sync data, trigger workflows, and keep all your sales systems, from CRM to CPQ, perfectly aligned.

Ready to see sales workflow automation in action?

Book a personalized demo to see how proposals, approvals, signatures, and payments can run in one unified flow. Experience faster cycles, cleaner data, and clearer forecasts.

Request a Demo
44