Which Salesforce objects are supported?

altaFlow supports both standard and custom objects, including Opportunity, Quote/CPQ, Account, Contract, Order, and Case. Our platform is designed to launch workflows and write back to the objects that power your revenue and operations.

Does this provide eSignature integration for Salesforce?

Yes, legally binding eSignature is a core, built-in capability of the altaFlow platform. You don't need a separate, disconnected tool. You can manage the entire document lifecycle, from generation to signature, in one unified workflow.

AI Assistant

See inside your document workflows. No IT required.

Operations leaders and IT architects spend cycles building reports, exporting data, and analyzing spreadsheets. Meanwhile, workflow bottlenecks hide in plain sight. The documents are moving. The data is there. You just can't see it easily. altaFlow's AI Analytics Chat turns workflow data into instant insights. No exports. No waiting for your analyst. No IT tickets to run a custom report. Ask a question in plain English, get a structured answer in seconds.

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The problem

Workflow data exists. Visibility doesn't.

Approval Bottlenecks Stay Hidden

Documents pile up in workflows without anyone knowing why
Sender and recipient visibility is scattered across spreadsheets
By the time you run a manual report, the problem has cascaded

IT Becomes the Analytics Team

Every cycle time question becomes an IT ticket
Custom reporting requires weeks and code changes
Operations teams feel dependent on IT for basic answers

Data Sprawl Kills Efficiency

Workflow metadata lives in altaFlow. Payment data in Salesforce. Approval data nowhere.
Stitching it together requires exporting, reformatting, and analyzing manually
Decision-making happens days after the data was generated

What it does

Ask. Get answers. Act.

Query your workflow data in natural language. Scope answers to all documents or a specific workflow.

ASK

"What's the average time from generation to signature this month?"

GET

Average, trend vs. last month, breakdown by workflow.

IMPACT

Spot where contract cycles are slowing. Route that data to RevOps or Legal. Fix it.

ASK

"Which documents have been waiting for approval longer than 5 days?"

GET

List by sender, recipient, workflow, and stuck-time duration.

IMPACT

Unblock approvers manually. Surface patterns. Fix approval routing.

ASK

"Which senders are generating the most documents this quarter?"

GET

Breakdown by sender, with completion rates and average time-to-completion.

IMPACT

Understand which teams rely most on your automation. Optimize for highest-volume users.

vs. status quo

Not a dashboard. Not an export. A conversational analyst.

MANUAL EXPORTS

BI DASHBOARDS

altaFlow AI ASSISTANT

Setup time

Minutes each time

Weeks, if you build it

None. Ask immediately.

New questions

New export. New analysis.

Requires dev / analytics team

Type the question.

Data freshness

As fresh as your last export

Scheduled, often stale

Real-time. Queried at ask-time.

Governance

No audit trail

Query logs only

Scoped to user's existing access.

Contact Sales

For Operations leaders

Stop asking IT for basic reports. Get cycle-time visibility without waiting for an analyst.

Surface bottlenecks when they matter, not days later
Self-serve answers instead of filing requests
One less tool to manage. Same platform you already use.

AI-Assistant-stuck-packages

For IT platform owners

Governed at the user level. Every answer is scoped to existing altaFlow data access.

No new permissions model. Uses existing RBAC.
Metadata queries only. No document content accessed.
Reduces support tickets. Ops teams self-serve.

AI-Assistant-process-health

For RevOps & Sales Ops

Contract cycle-time tracking built in. Live data from your Salesforce sync.

Sender activity and completion rates at a glance
Historical trend analysis. "Are we faster than last quarter?"
CRM data stays current. Answers reflect live records.

AI-Assistant-completion-time

The same platform your operations run on

The mobile app is not a lighter, separate product. It is the same altaFlow platform, governed end to end, with the work you do on your phone syncing back to the same workflows and records your team manages at the desktop. Your documents move, your data follows, and your compliance holds.

Generate. Route. Approve. Sign. Sync. Govern.

30% less

AltaFlow costs 30% less than DocuSign, Conga, and PandaDoc on average*

80% faster

Automations that took 100+ hours now take 20–30 with AltaFlow*

3 tools → 1

Replace your document generation, e-signing, and workflow tools with a single platform*

2x ROI

AltaFlow customers typically see 2x+ return through lower licensing, faster automation, and fewer tools*

Real customer success

Anthony MateroOperations

"The flexibility of altaFlow allowed us to design a workflow that works for us. The automation built into altaFlow helped us remove many manual steps in our old process."

5/5 on and Capterra

Michael MooreInsurance Advisor

"altaFlow has been a great addition to our business! It integrates well with Salesforce allowing our team to seamlessly get custom documents ready for signatures within our Salesforce record!"

5/5 on and Capterra

Jeffrey Rader Information Technology Director

"altaFlow simplified our paperwork, giving our team the freedom to focus on what drives real value in our business."

5/5 on and Capterra

Frequently Asked Questions

Is the altaFlow app free to download?

es. The app is free to download from the App Store and Google Play. You sign in with your existing altaFlow account to access your workspace and workflows.

I used the airSlate app before. Do I need a new account?

No. altaFlow is the new name for airSlate. Your login, workspace, documents, workflows, and account settings remain unchanged. Update the app and sign in as usual.

Can I e-sign documents on my phone?

Yes. You can fill forms and capture legally binding e-signatures in the app, with a complete audit trail attached to each document.

What can I do in the mobile app?

Run and manage workflows, fill and e-sign documents, invite and manage teammates, track document statuses, review and download completed documents, follow an audit trail of every action, and manage access permissions for each workflow.

Does the mobile app stay in sync with the desktop platform?

Yes. The app runs on the same governed altaFlow platform, so work you complete on mobile moves through the same workflows and updates the same records as the desktop experience.

How do I get help or share feedback? Reach out at support@altaflow.com with any questions or suggestions.

See Our Product in Action

Connect Your Entire Workflow

Put Our Knowledge to Work

See inside your document workflows. No IT required.

Workflow data exists. Visibility doesn't.

Ask. Get answers. Act.

Not a dashboard. Not an export. A conversational analyst.

Designed for the people who actually run workflows.

For Operations leaders

For IT platform owners

For RevOps & Sales Ops

Governed infrastructure. Not a black box.

The same platform your operations run on

30% less

80% faster

3 tools → 1

2x ROI

Real customer success

Frequently Asked Questions