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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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Don't see your tool?

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

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Put Our Knowledge to Work

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

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Education

Take a student's information once. Every document after that fills itself.

altaFlow builds the admissions packet, the aid award letter, and the adjunct contract from data your forms already collected, routes each one for signature, and writes the result back to the student's record. No code, live in weeks.

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30% less

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

5 tools in 1

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

80% faster

Automations that took 100+ hours now take 20–30

2x ROI

Through lower licensing, faster automation, and fewer tools

What admissions, financial aid, and the registrar stop doing by hand

Staff stop typing the same information twice.

Take a student's information down once and trust it is right everywhere we keep it. 

The web form writes straight into the student record, so the signed document and the system always say the same thing.

Workflows

  • Admissions and application processing
  • Enrollment verification
  • Financial aid document collection
  
Get everything signed by everyone who needs to sign, without chasing people all week.

Work that waited days finishes in minutes.

Documents route themselves to the next signer, remind the ones who stall, and show any staff member exactly where a packet is sitting.

Workflows

  • Award letters and aid acceptance
  • Adjunct and faculty contracts
  • Academic policy approvals
  
Get every new student set up and ready to go, even in the craziest weeks of the year.

Peak season stops requiring seasonal headcount.

The whole intake journey runs itself, from the first form through document uploads, conditional packets, signatures, and filing.

Workflows

  • Student onboarding packets
  • Course registration and schedule changes
  • Parent and student consent forms
  

Where the term deadline actually goes wrong

 

A student types their information into a form, and a staff member types the same information again into the student record.
An award letter or an adjunct contract sits for four days because nobody can say whose signature it is waiting on
Accreditation season arrives and someone spends a week rebuilding a signature history out of email.

From the first form to the filed record

Step 1

Capture

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A student, parent, or applicant fills out a branded form on any device, and conditional fields hide every question that does not apply to them.

Step 2

Generate

altaflow-education-generate-enrollment-agreement

altaFlow builds the packet from what they submitted, pulling the right clauses, tables, and attachments for that program or aid type.

Step 3

Route and sign

altaflow-education-route-enrollment-agreement

Each signer receives the document in order, with reminders, and internal approval gates run before anything leaves the institution.

Step 4

Write back

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The completed document and its data land in the student record, filed where your records team already looks for them.

The parts of the platform doing the work

Build

Webforms

Drag-and-drop forms carrying your institution's logo and colors, with field-level conditions so an applicant only sees what applies to them.

Document generation

Award letters, contracts, and enrollment packets built from submitted data, with program-specific sections added automatically.

E-sign and fill out

Signing on any device, in close to 30 languages, for applicants and families anywhere in the world.

Automate

Workflow configuration

Conditional steps and dynamic document sets, so dependency or accommodation paperwork appears only when a student's answers call for it.

Automation bots

Pre-fill bots move data between documents, and scanned-data extraction pulls details off an uploaded transcript or identification document.

Notifications and reminders

Scheduled reminders and text-message delivery reach the students and parents who never open email.

Integrate

Native integrations

Two-way sync with Salesforce, Microsoft Dynamics 365, and NetSuite, plus Microsoft 365, SharePoint, and Google Workspace.

Embedded documents in Salesforce Experience Cloud

Students and contractors complete and sign inside your branded portal, with no second login and no separate system to explain.

Collect payments in your forms

Take an application fee or an enrollment deposit on the same form, powered by Stripe, with no separate checkout step.

Manage

Document tracking and audit

Real-time status on every packet, and a complete activity log sitting behind it.

Team and access management

Roles and workspaces per department, so admissions, financial aid, and the registrar each run their own workflows.

Security and authentication

Take the group heading (Build, Automate, Integrate, Manage) from the module's own heading field rather than the rich text.

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 Education Workflow Templates

Student Consent Form
Prevalidated fields and identity checks.
Preview Template
Use This Template
Scholarship Award Packet
Auto-merges award data, terms, and signatures.
Preview Template
Use This Template
Adjunct Contract (Semester)
Dynamic clauses by department and campus.
Preview Template
Use This Template
Student Worker Onboarding Packet
Combines I-9/W-4 plus policy acknowledgments.
Preview Template
Use This Template
Vendor Onboarding Packet
W-9, insurance, and ACH forms with automated approvals.
Preview Template
Use This Template
Incident Report
Guided intake, intelligent routing, and secure archive.
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

Which student information systems do you integrate with? altaFlow connects natively to Salesforce, Microsoft Dynamics 365, and NetSuite, and through integration bots to Microsoft 365, SharePoint, and Google Workspace. For a student information system, the connection is built against the interface your institution already exposes, and the completed document plus its data are written back to the student's record. Bring your system to the demo and we will show the write-back running.
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. Institutions consolidate five separate tools into one at 30 to 40% less than the incumbent. If you want to keep the signature tool you already run, ask about the integration path in the demo, because it depends on the tool.
Can departments build their own workflows?

Yes, with no-code education workflow builders and IT-approved templates, departments solve challenges with central oversight—without risking governance.
K–12 versus higher education—what’s the difference?

K-12 districts streamline student consent, registration, and HR. Higher ed expands into vendor onboarding, grants, and research compliance—altaFlow supports both.
What training is required?

Onboarding is quick and effective: focused admin sessions, simple user guides, and a 24/7 enablement library.
Is altaFlow FERPA-aligned?

Yes. Our platform’s role-based controls, immutable audit logs, and retention policies are purpose-built for FERPA compliance around student records. We review all security and access policies during onboarding.
Do you support identity and consent workflows?

Absolutely. Our guided forms and dynamic document templates capture legally binding consent with secure eSignature—including full timestamp and identity evidence for audits.
How do you handle multilingual forms?

Create fully localized forms and templates, or use logic to display fields based on user language or region.
How are documents archived?

Signed PDFs are attached in your records or archived in systems like SharePoint or Box, following retention policies you control.

Bring the packet that takes your team the longest.

In thirty minutes we build it, run it, and show you the data landing back in your system.

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