airSlate WorkFlow (now altaFlow)

airSlate WorkFlow, now altaFlow, is a no-code platform for generating documents, collecting form data, obtaining approvals and signatures, and managing governed workflows across CRM and ERP systems. A workflow can capture information, create documents, route them for approval and eSignature, then write completed results back to connected systems. Features include conditional logic, dynamic tables, automatic write-back, and audit trails. The homepage names integrations including Salesforce, Slack, Airtable, QuickBooks, Monday, Box, Dropbox, Excel, and Zoho. Its Salesforce connection can generate documents from records, route approvals and signatures, and return completed data to Salesforce. All plans include unlimited users, while pricing scales with processed document volume. The Free plan includes 10 credits per month. The Standard plan is listed at $1.40, paid once, starting at $1.40 per document; Salesforce, NetSuite, Microsoft Dynamics 365, and premium integrations are add-ons. Security controls described by the maker include AES-256 encryption, SAML 2.0 SSO, access controls, audit logging, and backups. The maker lists CCPA, FERPA, GDPR, HIPAA, PCI DSS, and SOC 2 Type II. Standard support includes knowledgebase and ticket support; Advanced adds chat, and Enterprise includes a dedicated account manager.

altaFlow connects document creation and sign-off steps with CRM and ERP workflows. The free monthly credit allowance provides a starting option, while document volume and integration add-ons matter when choosing a paid plan.

It suits teams that need no-code document, approval, and signature workflows connected to business systems. The site describes use in education, healthcare and insurance, legal, government, and nonprofit organizations.

airSlate WorkFlow, now altaFlow, is a no-code platform for creating documents, gathering signatures, and connecting approvals to CRM and ERP systems. It is best suited to teams with repeatable, document-heavy processes and broad user access needs. Its document workflow is cohesive, though costs depend on how many documents a team processes and which integrations it needs.

Overview

altaFlow carries a document process from data capture through generation, approval, and signature, then syncs completed results back to business systems. Conditional logic and dynamic tables can accommodate more involved forms and documents, while approval workflows and audit trails help track sign-off. That combination makes the platform a focused option for operations where documents are the center of the process; teams seeking workflow automation without a substantial document component may find less reason to choose it.

The maker describes workflows for education, healthcare and insurance, legal, government, and nonprofit organizations. It says its first workflow product launched within airSlate in 2019 and altaFlow became a standalone brand in 2025.

Key features

Document creation and approvals

Data capture, document generation, eSignatures, approval routing, and automatic write-back link the main stages of a document workflow. Conditional logic and dynamic tables add structure to the documents being produced. Together with approval audit trails, these features suit processes where sign-off and a record of the path matter.

Integrations and system updates

The homepage names Salesforce, Slack, Airtable, QuickBooks, Monday, Box, Dropbox, Excel, and Zoho among its integrations. Salesforce workflows can create documents from records, route them for approval and signature, and write completed data back. Salesforce, NetSuite, Microsoft Dynamics 365, and premium integrations are add-ons on Standard, so teams relying on those connections should account for their added cost when comparing plans.

Security and compliance

Security controls include AES-256 encryption at rest and in transit, SAML 2.0 single sign-on, access controls, audit logging, and backups. The maker lists CCPA, FERPA, GDPR, HIPAA, PCI DSS, and SOC 2 Type II. These controls and compliance listings make altaFlow relevant to organizations handling regulated or sensitive workflows.

Pricing

All plans include unlimited users, and pricing scales with the number of documents processed. That removes seat counts as a direct pricing constraint for larger teams, but makes document volume central to budgeting.

Free is capped at 10 credits per month, so it is a limited ongoing option for low-volume needs. Growth and Automate 360 state larger credit allowances, but their custom pricing makes it harder to compare cost before contacting the maker. Standard has a clear per-document starting price and unlimited users, though key CRM and ERP connections are add-ons. Advanced adds several workflow capabilities and chat support at a volume-based custom rate; Enterprise is the choice for custom integrations and priority SLA support. Standard includes a mobile app, and support progresses from knowledgebase and tickets on Standard to chat on Advanced and a dedicated account manager on Enterprise.

Platforms

altaFlow supports Android, iOS, API, and web. The Standard plan specifically includes a mobile app, which is useful for teams whose workflow participants need mobile access.

Who it's for

Choose altaFlow when a process needs to turn captured information into documents, collect approvals and signatures, and return completed data to CRM or ERP systems. Its unlimited-user model can fit workflows that involve many participants, while organizations with high or variable document volume should scrutinize the per-document and credit-based costs. It is a weaker fit for teams that need a broad workflow tool without document generation or system write-back.

Pros and cons

• Pros: One workflow can cover data capture, document generation, eSignatures, approvals, and write-back, reducing gaps between those steps.
• Pros: Unlimited users across plans avoids per-seat limits as more people participate.
• Pros: AES-256 encryption, SAML 2.0 SSO, access controls, audit logging, and backups support controlled document processes.
• Cons: Document-volume pricing makes costs depend on workflow usage, which may be harder to predict than seat-based pricing.
• Cons: Several named CRM and ERP integrations are paid add-ons on Standard, raising the cost for teams that depend on them.
• Cons: Growth, Automate 360, Advanced, and Enterprise use custom pricing, limiting upfront price comparisons.

Alternatives

Consider ClickUp if task management is the priority: its Free Forever plan includes unlimited tasks, unlimited free plan members, 60MB storage, and one form. Choose Pipefy if its Starter limits of five processes, 10 users, 50 cards a month, 2 GB storage, 500 database records, and five workflows fit the operation. Decisions is another option for teams seeking a low-code design studio and standard agentic AI and agent builder capabilities.

For deal-desk workflows, compare Zilliant Deal Manager, which has custom pricing. Smartsheet may suit teams that prefer member-based pricing, with Pro at $9 a month when billed yearly or $12 per Member/month when billed monthly. Kissflow, Nintex Automation CE, and Nutrient Workflow are additional paid workflow options.

Explore Deal Desk Software, Document Workflow Software, and Workflow automation tools for more options.

Verdict

altaFlow is a strong choice for organizations that need document creation, approvals, signatures, and CRM or ERP updates joined in one governed workflow. Unlimited users and its 10-credit monthly free plan offer a practical entry point. Look elsewhere if per-document costs, integration add-ons, or custom-priced plans make budgeting difficult, or if document workflows are not central to the work.