altaFlow is not an eSign tool. It's the workflow layer your documents run on.

You came to see altaFlow. Here is the short version: one no-code platform that generates, routes, approves, signs, and syncs every document across Salesforce. Five tools become one. Book a live demo built around your workflows, with honest answers and no sales pitch.

30% less

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

5 tools → 1

Document generation, PDF editing, workflow automation, contract management, and eSignature in one platform*

80% faster

Automations that took 100+ hours now take 20–30*

2x ROI

Customers typically see 2x or more through lower licensing, faster automation, and fewer tools*

How Does It Work?

Generate contracts straight from Salesforce.

Point tools start you at a blank template. altaFlow pulls Salesforce data into the document with conditional logic and field tags, so there is no manual entry and no version drift. Proposals, contracts, forms, agreements: the first draft is right the first time.

Route, redline, and approve without leaving the workflow.

Signature-only tools cover the last step and leave the rest to your inbox. altaFlow routes every document through governed, multi-step approval with SLA tracking, then signs it with a legally binding audit trail. One workflow, one audit trail, no stitching separate tools together.

Sign and sync back to Salesforce automatically.

This is the leg competitors cannot close. When a document is signed, the executed data writes back to Salesforce on its own. Your CRM stays current without anyone re-keying a field. The full Salesforce to document to Salesforce loop, native to the platform.

altaFlow Transforms Insurance Workflows for Transition Insurance Agency

Transition Insurance Agency writes everything from home and auto to complex business insurance, and every policy used to mean manual, error-prone paperwork. altaFlow replaced that with one no-code platform running inside Salesforce. Automation bots pull Salesforce data to pre-fill policies and contracts, then write the completed data back on their own, so reps never re-key a field and version drift disappears. Documents that once took days are now generated, completed, and e-signed in minutes, while built-in analytics track every step for compliance. It is the full Salesforce to document to Salesforce loop, live in production.

Read Customer Success Story →

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What we'll cover in your demo

The document tools you run today, and where the handoffs break

Generating documents from Salesforce with conditional logic and zero manual entry

Governed routing, approvals, and redlining in a single workflow

Real Customer Success

T2 Biosystems (Healthcare)Business Operations Manager

Mandy Hoffman

"altaFlow automated our document-heavy processes and connected straight into our existing stack. Compliance audits that once took weeks now finish in days, and we scale without adding manual work."

NewSchool of Architecture & Design (Education)Director of IT

James Craig

"altaFlow transformed how we run approvals and contract workflows. It fit our systems with no friction, cleared the bottlenecks, and saved us hundreds of hours, even with a small IT team behind it."

Royal Care (Healthcare / HR)Chief Information Officer

Sam Ginzberg

"altaFlow ended dual entry and the errors that came with it. Paperwork and signatures now move on their own, so no one prints, mails, or retypes anything. It is automation our team truly relies on."

*Disclaimers: We believe in transparency. Here is what you should know:

30% Less: Based on actual customer deal comparisons against Conga from 2025 to 2026. General market positioning reflects approximately 30% savings versus DocuSign, Conga, and PandaDoc. Results vary by contract and configuration.
5 Tools in 1: altaFlow combines five capabilities in one platform: document generation, PDF editing, workflow automation, contract management, and eSignature. In one verified G2 user review, a customer reported replacing three separate software platforms with altaFlow. Actual tool consolidation will vary based on your existing tech stack.
80% Faster: Based on a verified G2 user review reporting automation build time reduced from 100+ hours to 20 to 30 hours. Individual results will vary based on workflow complexity.
2x ROI: Based on combined savings from licensing costs, labor reduction through automation, and tool consolidation compared to using multiple standalone solutions. ROI calculation assumes a mid-market deployment and will vary based on organization size, number of workflows, and existing tooling. Results vary.