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

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altaFlow connects to the systems you already run through governed, no-code workflows.

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

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Sales

Take a deal from opportunity to signed without leaving Salesforce.

altaFlow builds the contract from record data, routes approvals, collects the signature, and writes the signed values back to the opportunity. Accurately, every time. No code, live in weeks.

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altaflow-sales-sign-sales-quote

30% less

vs. DocuSign, Conga, and PandaDoc

5 tools in 1

DocGen, PDF editing, workflow automation, contract management, and eSignature

80% faster

Automations reduced from 100+ hours to 20 to 30

2x ROI

Through lower licensing, faster automation, and fewer tools

What sales operations, the deal desk, and every rep stop doing by hand

The forecast matches the paper.

Send a contract that says exactly what we sold, and have what the customer signed show up in our records.

Contracts generate from the opportunity and the signed result writes back automatically, with no limit on the related objects or fields the document can pull from, so nobody re-enters terms and the system of record stays true.

Workflows

  • Quotes and order forms
  • Master service agreements
  • Amendments and change orders
  
Deals close days faster.

Get the contract signed while the customer still wants to buy, and know right away which deals are stuck and where.

Approvals and signature run inside one flow with live status on the record, so a rep can see what a deal is waiting on without asking anyone.

Workflows

  • Approval routing by discount or term
  • Signature collection
  • Deal status reporting
  
A pricing change reaches the paperwork the same day.

When products or prices change, update our own paperwork without waiting on anybody.

Conditional logic and dynamic tables build the right contract in one pass. One template flexes to every scenario instead of you maintaining a copy for each, which is how template counts reach the hundreds.

Workflows

  • Price book and product updates
  • Regional and entity clause variants
  • Renewal contract generation
  

Where the quarter actually gets lost

 

A rep rebuilds the same order form from scratch, because the last one was edited by hand and nobody saved the pattern.
A contract sits for four days in an approval chain nobody can see from the opportunity.
Someone re-types the signed terms into the customer relationship management system a week later, and the number in the forecast stops matching the number on the paper.

From the opportunity record to the signed contract and back

Step 1

Start from the record

altaflow-sales-capture-quote-request-form

A rep picks the document from any object layout, opportunity, account, or a custom object, and the contract pulls its values straight from that record.

Step 2

Generate

altaflow-sales-generate-sales-quote

Conditional logic selects the right terms, clauses, and dynamic tables in one pass, so the document is correct on the first build rather than after three edits.

Step 3

Approve and sign

altaflow-sales-route-sales-quote

Internal approval gates run before anything goes out, then the customer signs on any device with live status visible on the record.

Step 4

Write back

altaflow-sales-write-back-opportunity-record

Signed values sync back to the opportunity, including custom objects, and the executed document attaches to the record automatically.

The parts of the platform doing the work

Build

Document Generation

Quotes, order forms, and agreements generated from record data, with conditional clauses and dynamic tables that flex to the deal instead of forcing a new template.

Templates

Reusable document and workflow templates the deal desk owns, so a new motion starts from a working pattern rather than a blank page.

E-sign & Fill out

Multi-step signing on any device, in close to 30 languages, with a legally binding signature record behind every completion.

Automate

Workflow Configuration

Conditional approval steps, so a contract under a discount threshold skips a sign-off and one above it picks up the approver automatically.

Automation Bots

Pre-fill bots populate every document in a package from the same record, and dynamic dropdowns pull products straight from the price book.

Notifications and Reminders

Real-time alerts when a contract is viewed or signed, plus scheduled reminders and text-message delivery on the ones that stall.

Integrate

Native CRM Integrations

Two-way sync with your customer relationship management system: Salesforce first, then Microsoft Dynamics 365 and NetSuite. Send from any record, batch on a schedule, and store the signed file automatically.

Integration Bots

Move contract data into billing, the general ledger, and the reporting stack without a manual export.

APIs for Developers

A documented application programming interface, so generation and signature can be embedded into a partner portal or a quoting tool your own team built.

Manage

Document Tracking and Audit

Live status on every contract and a complete activity log with the signer, the internet protocol address, and the timestamp.

Reporting and Data Export

Dashboards on cycle time and stalled documents, with full export for the analysis your operations team already runs.

Security and Authentication

Single sign-on through your identity provider, role-based access, and two-factor authentication.

It writes back to the systems you already run

Whichever system the process lives in, the finished document and its data go back there.

Start Fast with Prebuilt Sales Workflow Templates

Quote and Order Form
Products, pricing, and totals pulled from the opportunity with dynamic line-item tables.
Preview Template
Use This Template
Master Service Agreement
Conditional clauses by region, entity, and contract value.
Preview Template
Use This Template
Statement of Work
Scope, milestones, and rates generated from the record, routed for internal approval first.
Preview Template
Use This Template
Renewal Contract
Prior term data prefilled, scheduled generation ahead of the renewal date.
Preview Template
Use This Template
Non-Disclosure Agreement
One-click send from any record, no manual assembly.
Preview Template
Use This Template
Amendment and Change Order
Original terms carried forward with only the changed values regenerated.
Preview Template
Use This Template
Security at the core

Enterprise-grade security and compliance

SSO, role‑based access, audit trails, data retention, and encryption. Built to support regulated use cases with governance across every workflow.

Don't take our word for it

Verified results from teams running document-driven operations on altaFlow.

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James CraigDirector of IT

NewSchool of Architecture & Design

"Our campus-wide adoption of altaFlow has completely transformed how we handle approvals and contract workflows. The platform integrated seamlessly with our existing systems, eliminating bottlenecks and saving us hundreds of hours each term. For a team with limited IT resources, automation has been a game-changer."

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Mandy HoffmanBusiness Operations Manager

T2 Biosystems

"altaFlow has truly streamlined our document-heavy processes. With its seamless integrations into our existing stack, we've been able to automate workflows and reduce manual effort significantly. Compliance audits, which once took weeks, are now completed in just days. This level of efficiency and security gives us confidence in scaling."

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Mark McNicholDirector

In At The Deep End

“I like the best the fact that the software is so simple to use yet so powerful. With a few clicks of a button, you can create multipage/document forms that are pre-populated based on information users already supply. The fact that somebody only needs to enter their name once and it replicates throughout the whole system is just amazing.“

Frequently Asked Questions

Does this run inside Salesforce? Yes. Add a button to any object layout, opportunity, account, contact, case, or a custom object, and a rep selects and sends a document from the record page. There is no limit on the related objects or fields the document can pull from. High field counts can affect performance, so large builds get scoped with you.
Do signed values come back to the opportunity? Yes. The sync is two-way. altaFlow pulls record data into the document and pushes completed values back to update existing records or create new ones, including custom objects, and attaches the executed file to the record.
Who builds and changes the templates? Your operations team or your Salesforce administrator, in a drag-and-drop builder, with native field mapping and no code. A document button that takes 30 minutes or more to configure on a legacy tool takes about 90 seconds here.
We have hundreds of near-duplicate templates. Does that change? Yes, and this is usually the largest single saving. Conditional logic and dynamic tables build the right document in one pass, so one template covers the scenarios that previously needed a copy each. Tools that cannot hide table columns dynamically force four to eight copies of every table.
Can approvals depend on discount or contract value? Yes. Approval gates are conditional, so a contract under a threshold skips a sign-off and one above it picks up the additional approver automatically. Nothing leaves for signature before the gate clears.
Can we send renewals and batches on a schedule? Yes. Generation can run on a schedule from the record, and a package can go to many recipients in one click. There is no per-envelope meter discouraging volume in a renewal season.
How is it priced? Do we pay per envelope? No. Pricing is a site license with unlimited users, so quarter-end volume does not raise the bill. Per-envelope pricing does the opposite: the meter tells you to send fewer documents in exactly the weeks you need to send more.
We already have an eSignature tool. What does altaFlow replace? Signature is the last step, not the process. altaFlow covers five capabilities in one platform: document generation, PDF editing, workflow automation, contract management, and eSignature, at 30 to 40% less than the incumbent stack. Keep the signature tool you already run if you want to. Native SignNow integration is the better-together path.

Bring the contract that stalls most, and the tool you are comparing.

In thirty minutes we build it, run it, and show the signed values landing back on the record.

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