Salesforce
Automate Multi-Document Workflows Without IT
Generate complex document packets from Salesforce data, route for approval, and deliver for signature in a single automated workflow.
Turn Manual Document Chaos Into Automated Workflows
Your teams waste hours creating multi-document packets for contracts, onboarding, compliance, and approvals. Each document requires data from different systems, multiple reviewers, and coordinated signatures.
altaFlow eliminates this complexity by automating the entire lifecycle: generate all required documents from your CRM data, route through approval chains, and deliver complete packets for signature. Cut processing time by 70% while improving accuracy and compliance.
Why Choose altaFlow for Multi-Document Automation?
No-Code Visual Builder
Design multi-step document workflows with drag-and-drop simplicity. Ops teams build and iterate without developer resources or IT tickets.
Intelligent Document Assembly
Automatically combine contracts, terms, disclosures, and attachments into cohesive packets. Apply conditional logic to include region-specific documents based on deal parameters.
Unified Approval Routing
Route complete document packets through sequential or parallel approval workflows. Track progress in real-time and eliminate email approval chaos.
Native CRM Integration
Pull data directly from Salesforce, NetSuite, or Dynamics. Automatically update records when documents are completed or signed.
Built-In eSignature
Deliver complete document packets for signature without switching platforms. Multi-party signing workflows with built-in eSignature and full audit trails.
Enterprise-Grade Compliance
SSO, RBAC, retention policies, and complete audit logs ensure your document workflows meet regulatory standards and pass audits with confidence.
How Does It Work?
Step 1
Design Your Document Packet
Create templates for each document in your packet. Use our document generation builder to map CRM fields, add conditional sections, and define document order.
Step 2
Configure Workflow Logic
Set approval routing based on deal size, document type, or region. Define who reviews what, in what sequence, with automatic escalation for overdue approvals.
Step 3
Automate and Deploy
Trigger packet generation from Salesforce opportunities, NetSuite transactions, or form submissions. Documents route automatically, collect signatures, and update your CRM when complete.
Who Benefits from Multi-Document Automation?
- Sales Teams: Sales teams close deals faster with automated contract packets. Generate master agreements, terms, order forms, and disclosures from opportunity data. Eliminate manual assembly errors and reduce contract cycle time by 60%.
- Legal Teams: Legal departments maintain governance over complex transactions. Review complete document sets with proper version control, enforce approval hierarchies, and ensure all required disclosures are included based on deal parameters.
- Human Resources: HR teams streamline employee onboarding. Automatically generate offer letters, benefits enrollment forms, I-9s, and policy acknowledgments. Route for signature and file complete packets without manual coordination.
- Finance & Operations: Finance teams accelerate vendor onboarding and invoice processing. Generate W-9s, vendor agreements, payment terms, and compliance forms. Eliminate data entry errors between systems and speed time to payment.
- Education Operations: Education institutions automate student admissions and enrollment. Create personalized acceptance packets with financial aid letters, enrollment forms, housing agreements, and policy acknowledgments from student record systems.
- RevOps & Platform Teams: RevOps leaders reduce tool sprawl and improve data integrity. Consolidate document generation, approval routing, and eSignature in a single platform that syncs with existing CRM and ERP systems.
Questions & Answers
Does altaFlow integrate with my existing CRM or ERP?
Yes. altaFlow offers native integrations with Salesforce, NetSuite, and Microsoft Dynamics. We read data from your systems to populate documents and write back completion status automatically. No middleware required.
Do I need developers to build multi-document workflows?
No. altaFlow's drag-and-drop builder lets operations teams design, test, and deploy complex document workflows without code. Add conditional logic, approval routing, and signature steps through visual configuration.
How does altaFlow handle compliance and security?
altaFlow includes SSO, role-based access control, complete audit trails, and configurable retention policies. Every document action is logged with timestamps and user attribution. Perfect for SOC 2, GDPR, and industry-specific compliance requirements.
Can I include external files or attachments in document packets?
Yes. Pull attachments from SharePoint, Google Drive, Dropbox, or your CRM. Combine generated documents with existing PDFs, images, or files into unified packets with proper document ordering and labeling.
What happens if someone doesn't approve or sign on time?
Set automatic reminders and escalation rules. Route to backup approvers if primary reviewers don't respond within your defined timeframe. Track bottlenecks with real-time workflow analytics.
Start Automating Multi-Document Workflows Today
See how enterprise teams eliminate manual document assembly and speed processing by 70%. Book a personalized demo and we'll show you how to automate your specific document workflows.
