Don’t Let Paperwork Slow Your Progress

In the tech industry, speed is everything. Yet, critical processes like customer onboarding, software licensing, and compliance are often bogged down by disconnected documents and manual handoffs. This friction doesn't just create delays; it hampers growth and introduces unnecessary risk.

altaFlow is the automation platform built to match your pace. We provide a single, unified system to orchestrate the document workflows that fuel your business. Imagine customer onboarding that’s fully automated, license agreements that are generated and signed in minutes, and compliance documentation that’s always audit-ready. This is automation with the precision your industry demands.

One Platform to Automate Your Entire Tech Ecosystem

altaFlow gives technology companies the power to streamline operations, enhance customer experience, and maintain rigorous compliance.

Automated Customer Onboarding

Move new clients from sales to success seamlessly. Digitize sign-up forms and MSAs to automatically provision accounts and trigger welcome sequences, delivering a world-class experience from day one.

Streamlined Software Licensing & Renewals

Eliminate manual work from your licensing process. Automatically generate license agreements based on CRM data, route for eSignature, and trigger renewal workflows before they expire.

Effortless Compliance Documentation

Prepare for SOC 2, ISO, and other audits with confidence. Every action in altaFlow is captured in a tamper-proof audit trail, providing a complete, time-stamped record of your control evidence.

Intelligent Contract Lifecycle Management (CLM)

Accelerate your sales cycles by automating contract generation, redlining, and approval routing. Ensure every agreement, from NDAs to enterprise contracts, adheres to your business rules.

Outcomes That Drive Innovation and Growth

Accelerate Time-to-Value

Onboard customers faster and give them quicker access to your platform, boosting satisfaction and reducing churn.

Increase Operational Agility

Empower your Ops and RevOps teams to build and modify workflows without waiting on engineering resources, freeing them to focus on product.

Fortify Security & Compliance

Centralize control over sensitive documents and data, ensuring you’re always prepared for security reviews and regulatory audits.

Improve Data Integrity Across Systems

Eliminate manual data entry between your CRM, billing platform, and support systems with bi-directional integration bots.

Questions & Answers

How can altaFlow help us with SOC 2 compliance?

Our platform helps you automate evidence collection. Since every document action creates an unchangeable audit log, you can easily generate reports to demonstrate control adherence for auditors, significantly reducing manual preparation time.

Our customer onboarding process is complex. Can your platform handle it?

Absolutely. Our no-code workflow builder allows you to map out complex logic, including conditional steps for different customer tiers, automated data syncs with your product database, and sequenced document delivery.

How is this different from our existing CLM or eSignature tool?

While point solutions handle one part of the process, altaFlow is an all-in-one platform. We unify document generation, data integration, complex routing, and eSignature in a single license, eliminating the need to stitch together multiple, costly tools.

Can we automate the generation of software license agreements?

Yes. You can connect altaFlow to your CRM to dynamically generate personalized license agreements based on customer data, deal size, and specific terms, then route them for signature automatically.

How do you ensure compliance for documents like Form I-9?

altaFlow’s workflows ensure required fields are completed correctly. Every step is captured in a detailed audit trail, providing a clear and defensible record of your compliance process.

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