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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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Professional Services

Take an engagement from proposal to signed without rebuilding the document.

altaFlow builds the proposal, the statement of work, and the change order from record data, routes each one for internal approval and client signature, and writes the signed scope and rates back to the engagement.

altaflow-professional-services-sign-statement-of-work

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 client onboarding, business operations, and engagement leads stop doing by hand

The signed scope matches the system.

Send a document that says exactly what we scoped, and have what the client signed show up in our records.

Proposals and statements of work generate from the opportunity and signed values write back automatically, with no limit on the related objects or fields the document can read, so billing works from the scope the client actually agreed to.

Workflows

  • Proposals and statements of work
  • Master service agreements
  • Client onboarding packets
  
Engagements start days sooner.

Get the document signed while the client is still ready to start, and know right away which ones are stuck and where.

Internal approvals and client signature run inside one flow with live status, so a partner sees what an engagement is waiting on without chasing three people.

Workflows

  • Internal scope and rate approvals
  • Client signature collection
  • Engagement status reporting
  
A rate card change reaches the paperwork the same day.

When rates or service lines change, update our own paperwork without waiting on anybody.

Conditional logic and dynamic tables build the right document in one pass, so one template flexes across practice, region, and engagement type instead of a copy per combination.

Workflows

  • Rate card and service line updates
  • Change orders and scope amendments
  • Subcontractor agreements
  

Where the engagement start actually slips

 

A manager rebuilds a statement of work from the last client's document, and a rate that changed two quarters ago goes out again.
A proposal sits for four days waiting on an internal approval nobody can see from the opportunity.
Someone re-types the signed scope and rates into the system before billing can run, a week after the client signed.

From the opportunity record to the signed engagement and back

Step 1

Start from the record

altaflow-professional-services-capture-engagement-scoping-form

A manager selects the document from any object layout, opportunity, account, or a custom object, and it pulls scope, rates, and contacts straight from that record.

Step 2

Generate

altaflow-professional-services-generate-statement-of-work

Conditional logic selects the right practice terms and clauses, and dynamic tables carry deliverables, milestones, and rates without a template per service line.

Step 3

Approve and sign

altaflow-professional-services-route-statement-of-work

Internal approval gates on scope and rate run before anything reaches the client, then the client signs on any device with live status on the record.

Step 4

Write back

altaflow-professional-services-write-back-opportunity-record

Signed scope and rates sync back to the engagement, including custom objects, and the executed document attaches to the record automatically.

The parts of the platform doing the work

Build

Document Generation

Proposals, statements of work, and change orders generated from record data, with dynamic tables carrying deliverables, milestones, and rates.

Templates

Reusable document and workflow templates owned by operations, so a new service line starts from a working pattern rather than last quarter's client document.

E-sign & Fill out

Multi-step signing on any device, in close to 30 languages, for clients and subcontractors in every market you serve.

Automate

Workflow Configuration

Conditional approval gates on scope and discount, so an engagement under a threshold skips a sign-off and one above it picks up the partner automatically.

Automation Bots

Pre-fill bots populate every document in an onboarding packet from the same record, and dynamic dropdowns pull service lines and rates from your systems.

Notifications and Reminders

Real-time alerts when a proposal is viewed or signed, scheduled follow-ups, and action-ready links on the ones that stall.

Integrate

Native CRM Integrations

Two-way sync with Salesforce first, then Microsoft Dynamics 365 and NetSuite. Send from any record and store the signed file against the client automatically.

Integration Bots

Governed movement of signed scope and rates into billing, resourcing, and document management, with payment collection available inside the form.

APIs for Developers

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

Manage

Document Tracking and Audit

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

Branding and Customization

Branded signing pages, fully editable step-level emails, and a custom sending domain, so every client touchpoint carries your firm's identity.

Team and Access Management

Granular roles, teams, and workspaces per practice or office, so each group runs its own documents under one standard.

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 Professional Services Workflow Templates

Proposal
Scope, approach, and pricing pulled from the opportunity with dynamic deliverable tables.
Preview Template
Use This Template
Statement of Work
Milestones, rates, and assumptions generated from the record, routed for internal approval first.
Preview Template
Use This Template
Master Service Agreement
Conditional clauses by practice, region, and engagement value.
Preview Template
Use This Template
Client Onboarding Packet
Contacts, billing details, and compliance documents collected in one guided sequence.
Preview Template
Use This Template
Change Order
Original scope carried forward with only the changed values regenerated.
Preview Template
Use This Template
Subcontractor Agreement
Terms, rates, and insurance requirements assembled and routed for signature.
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 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. Signed scope and rates are written back to the engagement record so billing and resourcing work from the same numbers the client signed.
Can a statement of work carry deliverables and rates as a table? Yes. Dynamic tables populate from the record, so line counts vary by engagement without a separate template. That is what removes the copy-per-service-line pattern most firms are maintaining.
Who builds and changes the templates? Your operations team, in a drag-and-drop builder, with no code. A rate card change updates one workflow rather than every document that quotes it.
Can approvals depend on engagement value or discount? Yes. Approval gates are conditional, so an engagement under a threshold skips a sign-off and one above it picks up the partner automatically. Nothing reaches the client before the gate clears.
Can clients sign without creating an account? Yes. Documents are shared by email or a direct link and signed on any device, in close to 30 languages, on branded signing pages sent from your own domain.
How long until we are live? Weeks, not quarters. Setup time drops from more than 100 hours to 20 to 30, roughly 80% faster than building the same thing by hand. Results vary. The pattern that works is one document type live first, then the rest of that practice.
How is it priced? Do we pay per signature? No. Pricing is a site license with unlimited users, so a busy proposal season does not raise the bill and nobody has to ration signatures. 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. 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.

Bring the statement of work that takes your team the longest.

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

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