Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 1 Rating

Total
ease
features
design
support

Description

DocsAutomator serves as an online platform for generating and distributing documents, specifically designed for teams that require the consistent creation of business documents from structured information. It utilizes templates in Google Docs, Microsoft Word, or PDF formats and populates them with data sourced from tools like Airtable, Notion, Google Sheets, and other compatible systems, ultimately producing and distributing PDFs. The platform supports workflows that can incorporate features such as dynamic line items, conditional sections, batch processing, email distribution, approval workflows, as well as automation via REST API or webhooks. Users can send documents for digital signatures or facilitate one-click approvals, with finalized documents retaining a signing record and the option to be stored in connected cloud services or returned to the original data source. Organizations leverage this tool for producing various documents, including quotes, invoices, contracts, onboarding forms, and reports. Additionally, AI agents can interact with DocsAutomator through its hosted Model Context Protocol server to generate documents and oversee signing processes, enhancing efficiency and accuracy in document management. The platform’s versatility makes it a valuable asset for teams looking to streamline their documentation efforts.

Description

altaFlow is an innovative automation platform that prioritizes documents and requires no coding, aiming to enhance and manage document-focused business processes by integrating document creation, intelligent forms, electronic signatures, and workflow automation into one cohesive solution. This platform empowers businesses to convert traditional static documents into dynamic, self-executing workflows that link individuals, data, and systems across various applications, including CRM and ERP solutions. With a user-friendly drag-and-drop interface, users can design tailored workflows that automate tasks like contract creation, approvals, invoicing, onboarding, and quoting, all without the need for programming knowledge. It boasts advanced document generation capabilities that extract data from connected systems to maintain precision, alongside web-based forms that efficiently gather data and initiate workflows as soon as they are submitted. Furthermore, automation bots are included to verify data, issue reminders, and facilitate the movement of documents across different systems, thus minimizing manual transfers and expediting processes. Overall, altaFlow stands out as a comprehensive solution for organizations seeking to optimize their document workflows and improve operational efficiency.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Airtable Yes 
Dropbox Yes 
Google Sheets Yes 
ActiveCampaign No 
Basecamp No 
Box No 
Egnyte No 
Insightly No 
Make Yes 
Microsoft Dynamics 365 No 
Microsoft OneDrive Yes 
Pipedrive No 
SendGrid No 
ShareFile No 
Slack No 
SmartSuite Yes 
Sugar Sell No 
X (Twitter) No 
Zapier Yes 
Zoho CRM No 

Integrations

Airtable Yes 
Dropbox Yes 
Google Sheets Yes 
ActiveCampaign Yes 
Basecamp Yes 
Box Yes 
Egnyte Yes 
Insightly Yes 
Make No 
Microsoft Dynamics 365 Yes 
Microsoft OneDrive No 
Pipedrive Yes 
SendGrid Yes 
ShareFile Yes 
Slack Yes 
SmartSuite No 
Sugar Sell Yes 
X (Twitter) Yes 
Zapier No 
Zoho CRM Yes 

Pricing Details

$19/month
Professional costs $19/month billed yearly ($228/year) or $29/month billed monthly. It includes 100 documents per month, five automations, unlimited team members, e-signing and acceptance, and webhooks. Additional generated documents cost $0.20 each, subject to a 250-document overage cap. E-signing and acceptance cost $0.50 per document when the recipient first opens it, or $0.35 per document above 500 in a billing month. Unlimited free testing is available without a credit card.
Free Trial Yes 
Free Version No 

Pricing Details

$399/month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App No 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

DocsAutomator

Founded

2023

Country

Germany

Website

www.docsautomator.co

Vendor Details

Company Name

airSlate

Founded

2008

Country

United States

Website

altaflow.com

Product Features

Document Generation

Batch Processing No 
Collaboration No 
Digital Signature No 
Interaction Tracking No 
Multiple Output Formats No 
Templates No 

Product Features

Business Process Management

Access Controls / Permissions Yes 
Alerts / Notifications Yes 
Business Process Automation Yes 
Business Rules Management Yes 
Collaboration Yes 
Process Change Tracking Yes 
Process Mapping Yes 
Process Modeling & Design Yes 
Visual Workflow Management Yes 

Digital Signature

Audit Trail Yes 
Authentication Yes 
Auto Reminders Yes 
Customizable Templates Yes 
Document Analytics Yes 
Mobile Signature Yes 
Multi-Party Signing Yes 
Progress Tracking Yes 
Task Progress Tracking Yes 

Document Control

Archiving & Retention Yes 
Automated Routing Yes 
Change Management Yes 
Compliance Management Yes 
Electronic Signature Yes 
Escalation Management No 
Periodic Review No 
Version Control Yes 

Document Generation

Batch Processing No 
Collaboration Yes 
Digital Signature Yes 
Interaction Tracking Yes 
Multiple Output Formats Yes 
Templates Yes 

Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly Yes 
Document Capture No 
Document Conversion Yes 
Document Delivery Yes 
Document Indexing No 
Document Retention Yes 
Electronic Signature Yes 
Email Management Yes 
File Recovery No 
File Type Conversion No 
Forms Management Yes 
Full Text Search No 
Offline Access No 
Optical Character Recognition No 
Print Management Yes 
Version Control Yes 

Document Version Control

Access Controls/Permissions Yes 
Approval Process Control Yes 
Archiving & Retention Yes 
Audit Trail Yes 
Commenting / Notes Yes 
Document Check-in / Check-out Yes 
For Engineering Documents No 
Revision History Yes 
Version Comparison Yes 
Version Rollback Yes 

Forms Automation

Approval Process Control Yes 
Archiving & Retention Yes 
Collaboration Yes 
Document Indexing Yes 
Drag & Drop Yes 
Full Text Search No 
Remote Document Access Yes 
Rules-Based Workflow Yes 
Text Editing Yes 
Version Control Yes 

Low-Code Development

AI-Assisted Development No 
Business Process Automation Yes 
Collaborative Development Yes 
Data Aggregation and Publishing Yes 
Deployment Management No 
Drag & Drop Yes 
Integrations Management Yes 
Iteration Management No 
Performance Monitoring No 
Requirements Management No 
Templates Yes 
Visual Modeling No 
Web / Mobile App Development No 
Workflow Management Yes 

No-Code Development

AI-Assisted Development No 
Business Process Automation Yes 
Collaborative Development Yes 
Data Aggregation and Publishing No 
Deployment Management No 
Drag & Drop Yes 
Integrations Management Yes 
Iteration Management Yes 
Performance Monitoring Yes 
Requirements Management No 
Templates Yes 
Visual Modeling No 
Web / Mobile App Development No 
Workflow Management Yes 

Robotic Process Automation (RPA)

Analytics Yes 
Attended Automation Yes 
Code-free Development Yes 
Image Recognition No 
Optical Character Recognition No 
Process Builder Yes 
Third Party Application Integration Yes 
Unattended Automation Yes 

Workflow Management

Access Controls/Permissions Yes 
Approval Process Control Yes 
Business Process Automation Yes 
Calendar Management No 
Compliance Tracking Yes 
Configurable Workflow No 
Customizable Dashboard Yes 
Document Management Yes 
Forms Management Yes 
Graphical Workflow Editor No 
Mobile Access Yes 
No-Code Yes 
Task Management No 
Third Party Integrations Yes 
Workflow Configuration Yes 

Alternatives

Alternatives

ThinkAutomation Reviews

ThinkAutomation

Parker Software
TypeFlow Reviews

TypeFlow

TypeFlow.us
The PDF Maker Reviews

The PDF Maker

Closer Innovation Labs Corporation
Interfacing Integrated Management System (IMS) Reviews

Interfacing Integrated Management System (IMS)

Interfacing Technologies Corporation
Quaterio Reviews

Quaterio

Triple Down AB