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Workflow infrastructure for document-driven operations

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*

80% faster

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

5 tools → 1

Replace doc gen, PDF editing, workflow automation, contract management, and eSignature with one platform*

2x ROI

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

 

Trusted by teams like yours

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How Does It Work?

Generate contracts straight from Salesforce.

Reps and ops start every contract from the record they already work in. altaFlow pulls Salesforce data into the contract with conditional logic and field tags, so there is no manual data entry and no version drift. The first draft is right the first time.

Route, redline, and approve without leaving the workflow.

Approvals stop living in inboxes. altaFlow routes each contract through governed, multi-step approval with SLA tracking, so legal and ops see status in real time and nothing sits waiting for a forwarded email.

Sign and sync back to Salesforce automatically.

eSignature is the last step of a governed workflow, not a separate tool. Contracts are signed with a legally binding audit trail, and the executed data writes back to Salesforce on its own. Your CRM stays current without anyone re-keying a field.

Featured customer story

“altaFlow integrates with Salesforce so our reps generate and sign documents in the record. The automation after signature saves hours every week.”

— Michael Moore, Insurance Advisor

92% faster proposal turnaround
20% lower admin time per deal

What we'll cover in your demo

Your current contract process and where it stalls
Contract generation from Salesforce with conditional logic
Approval routing, redlining, and SLA tracking
eSignature with a legally binding audit trail
Bi-directional Salesforce sync and contract archival

Real Customer Success

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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."

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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."

 

RoyalCare
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's 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.
  • 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.
  • 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.
  • 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.
  • Contract Cycle Time Reduced 40%+: Based on customer-reported reductions in contract cycle time of 40% or more. Individual results will vary based on contract complexity, number of approval steps, and existing process.