altaFlow FAQs 

No. altaFlow is designed for business users, so you can build workflows with a simple drag-and-drop interface. Teams in Sales, HR, Legal, Finance, and Operations can create and manage processes without writing code or relying on IT for every update. If you plan to use advanced features like the API or custom integrations, some technical knowledge may be required.

Every workflow in altaFlow is built from a few core parts that work together:

• Documents. The files or forms moving through the process.
• Process diagram. A visual scheme that shows steps, roles, and logic.
• Bots. Automations that handle tasks like prefilling, data export, and notifications.
• Routing rules. Rules that send documents to specific recipients or start specific actions.
• Conditions. Logic that controls how documents move through the process and when bots are triggered.

Learn more about creating a workflow

In many cases, you can build and run a simple workflow in about 30 minutes. More complex workflows with multiple steps, integrations, or custom logic may take several hours to set up.

Yes, with a granular role-based access control system. There are six roles:

• Workspace Owner — full control, including deleting the workspace and managing billing
• Supervisor — same as Owner except cannot delete the workspace
• Auditor — read-only visibility across all documents, templates, and workflows in the workspace (useful for compliance reviewers)
• Creator — can build and send workflows, but only sees documents from workflows they've created
• Filler — can send and delete their own documents within team workflows
• Guest — can only view, fill out, and download documents they received

Beyond individual roles, you can organize users into Groups (e.g., by department or team) and configure which workflows are visible to which groups.

Learn more about roles

altaFlow can definitely replace both DocuSign and Conga.

For DocuSign replacement, we have industry-leading electronic signature capabilities that are secure, compliant, and support multi-role signing. You can send documents for signature, track completion, and get certificates of completion.

For Conga replacement, we offer document generation to automate agreements, contracts, reports, and forms with fillable fields, plus our drag-and-drop workflow automations let you build end-to-end processes without coding.

What makes us different is that we combine both capabilities in one platform, so instead of juggling separate tools for document generation and e-signature, you get everything integrated with workflow automation, CRM connections, and a wide range of no-code bots.

altaFlow supports many document-driven workflows across different teams. You can automate contracts and agreements, sales proposals and quotes, offer letters and employment contracts, invoices and purchase orders, NDAs and legal documents, onboarding packets, service requests, compliance forms, order forms, and renewals.

Learn more about document generation

Yes. altaFlow is designed for growing document volume. You can reuse workflows and document templates without rebuilding them each time, and the platform scales as your output increases.

Yes. altaFlow is designed for growing document volume. You can reuse workflows and document templates without rebuilding them each time, and the platform scales as your output increases.

altaFlow web forms do more than collect information. They can instantly start a workflow the moment someone submits a form. You can build responsive, branded forms with no code, add conditional logic, and set validation rules to keep data clean. Once submitted, altaFlow can automatically route approvals, generate documents, and sync data with your connected systems, keeping work moving without manual steps.

Explore web forms

Yes. altaFlow forms can pull information from Salesforce, NetSuite, Dynamics 365, and other data sources to automatically fill in fields. This helps reduce manual input for users and keeps your data consistent across tools.

No. altaFlow pulls data directly from your CRM records — names, amounts, dates, terms — and automatically populates documents. There is no manual copy-pasting involved, which eliminates errors and saves significant time.

See how data sync works

Yes. You can upload your existing DOCX or PDF files into altaFlow, add data tags, and turn them into smart, automated templates. There is no need to rebuild documents from scratch in a proprietary editor.

You can route the same document to multiple stakeholders and control how it moves based on rules and conditions. altaFlow is designed for enterprise complexity and multi-department workflows, so you can set up the routing to match your governance model.

View approval routing options

Yes, as long as you measure what the workflow actually touches. Teams typically track metrics such as time-to-generate, time-to-approve, time-to-sign, and how often deals get stuck in approval loops. With altaFlow, you can track document statuses (viewed, opened, signed), which makes it easier to tie outcomes back to specific workflow steps.

Yes. altaFlow supports collaborative document review, including redlining, where participants can suggest edits before signing. Documents can move between reviewers until everything is finalized.

Learn more about contract negotiation

Yes. altaFlow uses Stripe, one of the world's leading payment processing platforms. You'll need to connect your Stripe account to collect one-time payments or recurring subscriptions directly within your workflows.
Learn more about payment forms

Yes. You can group up to 20 documents into one package and send them together for signing. Packages can include different document types, such as PDFs, forms, or DOCX files, all completed within the same workflow.

altaFlow includes eSignature as part of a broader workflow automation platform. Signing a document is just one step in the process. After a document is signed, altaFlow can automatically update records in connected systems, store documents, trigger approvals, or continue the workflow without manual follow-up.

Yes. You can send documents to multiple recipients and set the signing order within your workflow. altaFlow will automatically send reminders and route documents based on your workflow rules or conditions.

You can send documents through several channels:

Email

Send directly to email addresses with customizable messages. Recipients get an email with a "Fill out document" button to access it.

SMS

Send a link to sign or fill out the document via text message. Recipients can open and save documents in ZIP format on mobile devices. You can also change recipients to phone numbers if needed.

Public links

Share a web link that anyone can open to start the process. Great for posting on websites or sharing through any platform.

Bulk sending

Send to multiple recipients at once (up to 10 per role).

Fax

Use our fax bot to send completed documents to fax numbers with custom messages.

Integrations

Send through connected systems, such as Salesforce, to contacts in your CRM.

You can customize emails in several ways:

Workspace-wide templates: Create standard messages for different types of emails (bot-related, workflow invites, document notifications, etc.).

Step-specific messages: When setting up your workflow, you can customize emails for each recipient.

One-time custom messages: When distributing a workflow via email, you can customize the message just for that send without affecting your templates.

Branding: Add your company logo and personalize messages for different recipients while keeping reusable templates for common scenarios.

Yes, you can customize SMS messages. Keep in mind a few limits: messages must be in Latin letters, max 136 characters, and you can't customize the sender name or send in bulk.

From the workspace dashboard, you get a real-time view of every active package—including which step it's currently on, what's completed, what's pending, and what action is needed from whom. Every action taken in a workflow (document opened and signed, bot triggered, data exported, etc.) is recorded in a full audit trail. You can also set up bots to notify you proactively. For example, get an email or SMS when a document is opened, signed, or completed.

Learn how to check document status

Yes. altaFlow's signing experience is fully mobile-responsive. Recipients can open, review, and legally sign documents on a smartphone or tablet without downloading an app.

Learn more about signing on mobile

Yes. You can send documents to multiple recipients and set the signing order within your workflow. This makes it easy to build multi-step approval processes where each recipient signs or reviews in the right sequence, with automatic reminders keeping things moving at every step.

Yes. altaFlow's redlining feature allows external parties to suggest edits directly within the document. Changes are tracked, and comments notify relevant reviewers automatically, keeping the negotiation transparent and controlled.

Learn how to work on contracts with altaFlow

altaFlow provides real-time status updates for every document, including when it was viewed, opened, and signed. You can check statuses from your workspace dashboard, and you can also set up bots to send you notifications via email or SMS when key actions occur.

Learn how to check document status

altaFlow for Salesforce lets you launch a workflow from any Salesforce object (Opportunity, Contact, Account, Order, etc.) without leaving the CRM. Document data is pre-filled from the record automatically. For NetSuite, similar launch-from-record functionality is supported via altaFlow for NetSuite. Your reps and ops teams never need to leave the system they already work in.

You can launch an altaFlow workflow from any standard or custom Salesforce object, including Opportunity, Contact, Account, Order, Quote, and more. The integration works directly within the Salesforce interface, so users never need to leave their CRM.

altaFlow for Salesforce keeps data connected across forms, documents, and Salesforce fields. When a customer fills out a form or signs a document, key updates are written back to Salesforce automatically. This eliminates the common problem where contracts are signed, but Salesforce records remain outdated.

Salesforce Flow is great for automating data in Salesforce. altaFlow is built around the document lifecycle: generating documents, routing them through approvals and negotiation, collecting signatures, and keeping systems in sync. It complements CRM automation by handling the document-heavy parts end-to-end.

altaFlow generates documents on its own cloud infrastructure, not inside Salesforce. You can configure where final files are stored—options include syncing a lightweight URL back to Salesforce rather than the full PDF, which helps avoid expensive Salesforce file storage overages.

altaFlow uses optimized integration bots that minimize API calls and support batch processing to stay within Salesforce governor limits. The platform includes automatic retry mechanisms for failed data syncs and logs all system actions for troubleshooting and recovery.

You can do this using a bot. Once a document is signed, altaFlow automatically syncs the completed file and its audit trail back to the correct Salesforce record. No manual downloading or uploading is required.

Learn how to send documents to Salesforce

Bots are automations that handle repetitive steps in your workflows. They can move data between systems, prefill documents, validate information, send notifications, and trigger actions based on rules you set. Bots help reduce manual work, minimize errors, and keep processes consistent.

Learn more about bots

altaFlow includes 100+ no-code bots designed for different automation scenarios. New bots and integrations are added regularly to support more workflows and connected systems.

Bots are grouped into two main categories:

Free bots
These bots act within altaFlow and don’t use credits. For example:

• On schedule triggers
• Pre-fill from document to document
• Pre-fill with custom values
• Pre-fill tables
• Rename documents or packages
• Send email notifications

Paid bots
These bots connect to external systems and use credits. Credits are only charged for successful executions. For example:

• Platform integrations such as Salesforce, NetSuite, HubSpot, Dynamics 365, SharePoint, Google Drive, Microsoft 365, monday.com, Pipedrive, QuickBooks, Airtable, Smartsheet, Slack, and others.

• Integration triggers like Google Sheets updates or Microsoft 365 Excel updates

Both. Bots can run automatically when something happens, such as a document being opened, completed, or signed. You can also set them to run based on dates, data conditions, or a scheduled time.

Yes. altaFlow supports Single Sign-On (SSO) via SAML 2.0. SSO is available on the Enterprise plan.

Yes. Enterprise plan admins can enforce standardized authentication across the organization, so users can only log in via your identity provider—not with a standalone username/password.

altaFlow supports two-factor authentication (2FA) to help protect user accounts. When turned on, users must verify their identity with an additional authentication step when signing in. At this time, multi-factor authentication (MFA) beyond 2FA is not supported.

Yes. altaFlow maintains an immutable audit trail that records every action taken on a document—edits, signatures, status changes, timestamps, and user details. This log cannot be altered and is available for compliance reviews and internal audits.

Credits are units that measure automation usage in altaFlow. They are consumed when certain paid automation runs inside a workflow, especially when integrations trigger actions or move data between connected systems.

Not every action uses credits. Standard automation, such as document prefilling or email notifications, doesn't consume credits. The exact number of credits used depends on the bots and integrations included in your workflow and how often they run.

Every document you send counts as 1 credit. If you add bots to your workflow, those might use additional credits depending on whether they're free or paid. Free bots don't cost anything extra, but paid bots use 1 credit each time they run successfully.

Yes. You can either purchase additional credits or upgrade to a higher-tier plan that includes more credits. As you approach your credit limit, your account manager will reach out to help you choose the right option.

For paid plans (Growth, Automate), billing is annual—so your credit pool covers the full year, not a monthly reset. If you haven't used all your credits by the end of your annual term, they do not roll over to the next year. Credits are tied to the subscription period. If you run out early, you can upgrade to a higher plan mid-cycle without interruption.

All altaFlow plans include unlimited users. Pricing is based on automation usage rather than the number of people in your workspace.

Free integrations such as Google Sheets, OneDrive, and Microsoft 365 are included in the Growth plan. The Automate and Enterprise plans each include one premium integration at no additional cost. Additional premium integrations can be added at an extra cost. Premium integrations are used when your workflows connect altaFlow to systems like Salesforce, NetSuite, SharePoint, or Microsoft 365.

No. altaFlow doesn't charge per envelope or per signature. Signing is included in your plan, and usage is measured in credits that cover automation activity like bot executions and data syncs, not individual signatures.

If you run out of credits before your annual term ends, you can upgrade to a higher-tier plan at any time. Your new credit allocation becomes available immediately, so workflows continue without interruption. For enterprise customers, custom credit arrangements may be available. Contact the Sales team for details.