airSlate WorkFlow (now altaFlow)
airslate.com
What it is
airSlate WorkFlow is now altaFlow, a no-code platform for document generation, forms, eSign, and governed workflows across CRM and ERP systems. It captures data, builds documents, routes them for approval and signature, then syncs completed results back to systems. Features include conditional logic, dynamic tables, eSignatures, and automatic write-back. Named integrations include Salesforce, Slack, Airtable, QuickBooks, Monday, Box, Dropbox, Excel, and Zoho. The Salesforce integration can generate documents from records, route approvals and signatures, and write completed data back to Salesforce. Security controls include AES-256 encryption at rest and in transit, SAML 2.0 SSO, access controls, audit logging, and backups. The maker lists CCPA, FERPA, GDPR, HIPAA, PCI DSS, and SOC 2 Type II. Plans include unlimited users, with pricing scaling by documents processed. Free costs nothing and includes 10 credits per month. Standard is listed at $1.40, paid once, starting at $1.40 per document. The first workflow product launched within airSlate in 2019, and altaFlow became a standalone brand in 2025.
Spec sheet
- What it does
- altaFlow is a no-code, document-first workflow platform for generating, routing, approving, signing and governing business documents.Read 15 Oct 2026 · altaflow.com
- Free plan
- YesRead 20 Sep 2026 · airslate.com
- Integrations
- The integration catalog includes Salesforce, Microsoft Dynamics 365, HubSpot, NetSuite, UiPath, Google Sheets, Airtable, PostgreSQL, Jira, Dropbox, Box, AWS S3 and many other services.Read 15 Oct 2026 · airslate.com
- Compliance
- The maker lists CCPA, FERPA, GDPR, HIPAA, PCI DSS, and SOC 2 Type II on its security page.Read 8 Oct 2026 · altaflow.com
- Support
- Standard includes knowledgebase and ticket support, Advanced includes chat support, and Enterprise includes a dedicated account manager.Read 8 Oct 2026 · altaflow.com
- Access control
- Shared workspaces and role-based permissions control who can execute, edit and view workflows and documents.Read 15 Oct 2026 · product.airslate.com
- Android availability
- Google Play lists the altaFlow mobile app with at least 10,000 downloads and support for running, signing and tracking workflows.Read 15 Oct 2026 · play.google.com
- API capabilities
- The document-generation API supports templates, merge fields, fillable fields, webhooks, dynamic tables, conditional sections and eSignature handoff.Read 15 Oct 2026 · developers.altaflow.com
- API surface
- The developer platform provides Forms, DocGen, Flows, eSignature and PDF Editing APIs.Read 15 Oct 2026 · developers.altaflow.com
- Apple availability
- Apple lists altaFlow as a free iPhone and iPad app and says it is not verified for macOS.Read 15 Oct 2026 · apps.apple.com
- Company founded
- LinkedIn lists airSlate as founded in 2006.Read 15 Oct 2026 · linkedin.com
- Company headquarters
- The company is headquartered at 17 Station Street in Brookline, Massachusetts, United States.Read 15 Oct 2026 · linkedin.com
- Company history
- The maker says its first workflow product launched within airSlate in 2019 and altaFlow became a standalone brand in 2025.Read 8 Oct 2026 · altaflow.com
- Company legal name
- Crunchbase identifies the legal entity as airSlate, Inc.Read 15 Oct 2026 · crunchbase.com
- Company size
- LinkedIn lists the company size as 501–1,000 employees.Read 15 Oct 2026 · linkedin.com
- CRM and database sync
- No-code bots can prefill documents from CRMs, ERPs, databases and spreadsheets and write completed data back to those systems.Read 15 Oct 2026 · product.airslate.com
- Developer documentation
- Developer pages provide REST examples for uploading documents, creating templates, downloading document groups and sharing workflows by link.Read 15 Oct 2026 · developers.airslate.com
- Document features
- The platform supports conditional logic, dynamic tables, document generation, eSignatures, and automatic write-back.Read 8 Oct 2026 · altaflow.com
- Document generation
- Users can generate fillable PDFs from DOCX templates, use text tags, conditional sections and data prefill.Read 15 Oct 2026 · product.airslate.com
- Document packages
- Document packages can be assembled dynamically according to recipient data, jurisdiction, rules and conditions.Read 15 Oct 2026 · product.airslate.com
- Documentation and support
- The Help Center contains guides for getting started, workflows, bots, documents and forms, integrations, administration, signing, packages, troubleshooting and billing.Read 15 Oct 2026 · help.airslate.com
- eSignature
- Workflows include legally binding electronic signatures and multi-party signing steps.Read 15 Oct 2026 · product.airslate.com
- Former name
- airSlate WorkFlow is now altaFlow.Read 8 Oct 2026 · airslate.com
- Hosting model
- The maker describes WorkFlow as a cloud SaaS product hosted on AWS with no installation required and localized data storage options.Read 15 Oct 2026 · product.airslate.com
- Limit: bugs and clunky interface
- GetApp reviewers mention bugs and a clunky design, while some say PDFfiller had a better interface and feature set.Read 15 Oct 2026 · getapp.com
- Limit: missing capabilities
- Reviewers request deeper Salesforce integration, more integration bots, richer web-form controls and easier document personalization before sending.Read 15 Oct 2026 · trustradius.com
- Limit: mobile app complaints
- A Google Play reviewer reported that the Android app froze at the airSlate logo and would not open on a Galaxy S20.Read 15 Oct 2026 · play.google.com
- Limit: offline use and localization
- A Software Advice reviewer cites intermittent operational errors, lack of offline operation and inconsistent Spanish localization; another reports limited Arabic support.Read 15 Oct 2026 · softwareadvice.com
- Limit: reliability and alerts
- TrustRadius reviewers report slow workflow emails, silent failures without alerts and occasional bots that need resetting.Read 15 Oct 2026 · trustradius.com
- Limit: setup complexity
- Reviewers report that initial setup and learning the bot model can be difficult, particularly for multi-step forms and automations.Read 15 Oct 2026 · softwareadvice.com
- Mobile
- The Standard plan lists a mobile app as an included feature.Read 8 Oct 2026 · altaflow.com
- Monitoring
- Administrators can monitor document status in real time, send reminders and intervene in running processes.Read 15 Oct 2026 · product.airslate.com
- Name change
- The mobile product was renamed from airSlate to altaFlow in October 2026 while accounts, workspaces, documents and workflows remained unchanged.Read 15 Oct 2026 · play.google.com
- Ownership and funding
- Crunchbase describes airSlate as privately held, with Series B funding and investors including G Squared and UiPath Ventures.Read 15 Oct 2026 · crunchbase.com
- Praise: automation and integrations
- Reviewers highlight workflow automation, electronic signatures and CRM integrations, especially Salesforce and Google-based data flows.Read 15 Oct 2026 · trustradius.com
- Praise: usability and support
- Independent reviewers repeatedly praise the platform's ease of use, configurable workflows and responsive technical support.Read 15 Oct 2026 · trustradius.com
- Rating on Capterra
- 4.6 out of 5 from 24 reviews.Read 15 Oct 2026 · capterra.com
- Rating on G2
- 4.5 out of 5 from 3,575 reviews on the airSlate seller profile; the profile lists altaFlow separately with 56 reviews.Read 15 Oct 2026 · g2.com
- Rating on Gartner Peer Insights
- 4.0 out of 5 from 5 ratings.Read 15 Oct 2026 · gartner.com
- Rating on GetApp
- 4.6 out of 5 from 24 reviews.Read 15 Oct 2026 · getapp.com
- Rating on Google Play
- 3.9 out of 5 from 57 reviews.Read 15 Oct 2026 · play.google.com
- Rating on Trustpilot
- 3.1 out of 5 from 2 reviews.Read 15 Oct 2026 · trustpilot.com
- Rating on TrustRadius
- 10 out of 10 from 26 reviews and ratings.Read 15 Oct 2026 · trustradius.com
- Salesforce
- The Salesforce integration can generate documents from records, route approvals and signatures, and write completed data back to Salesforce.Read 8 Oct 2026 · altaflow.com
- SDKs
- The developer site documents SDK-based operations and instructs developers to obtain credentials through an API dashboard.Read 15 Oct 2026 · developers.airslate.com
- Security certifications
- Official product material lists SOC 2 Type II, HIPAA, GDPR, PCI DSS, FERPA and CCPA compliance or certification coverage.Read 15 Oct 2026 · airslate.com
- Security controls
- The security page describes AES-256 encryption at rest and in transit, SAML 2.0 SSO, access controls, audit logging, and backups.Read 8 Oct 2026 · altaflow.com
- Usage limits
- All plans include unlimited users, and pricing scales with the number of documents processed.Read 8 Oct 2026 · altaflow.com
- Web forms
- The platform supports creation and import of mobile-friendly web forms and AI-assisted form building.Read 15 Oct 2026 · product.airslate.com
- Who it serves
- The site describes workflows for education, healthcare and insurance, legal, government, and nonprofit organizations.Read 8 Oct 2026 · altaflow.com
- Workflow builder
- The product uses drag-and-drop workflow design with conditional branches, triggers and document routing based on business rules.Read 15 Oct 2026 · product.airslate.com
- Workflow steps
- It captures data, builds documents, routes them for approval and signature, then syncs completed results back to systems.Read 8 Oct 2026 · altaflow.com
Plans and prices
Strong points and limits
Strong points
- Supports document generation and eSignatures
- Salesforce integration writes completed data back
- Security controls include audit logging
- All plans include unlimited users
Limits
- Free plan includes 10 credits per month
- Pricing scales with documents processed
- Standard lists premium integrations as add-ons
Who it suits
It suits organizations in education, healthcare and insurance, legal, government, and nonprofit sectors that need document workflows with approvals, signatures, and system write-back.
airSlate WorkFlow (now altaFlow) in depth
Read the full write-up
altaFlow is a no-code platform for document-led workflows, from capturing information to returning signed results to business systems. It is best suited to teams that need approvals, signatures, and system updates in one process. Choose it for that connected document work; look elsewhere if you need per-seat pricing or workflows that are not document-centered.
Overview
altaFlow joins data capture, document generation, approvals, signatures, and write-back into a single workflow. Conditional logic and dynamic tables help shape documents around the information collected, while approval workflows and audit trails support controlled handoffs. The combination is its clearest strength: teams can connect a document’s creation and approval to the system where its completed data belongs, rather than treating those steps as separate tasks.
That focus is also a boundary. The platform is most persuasive when documents drive the process; teams seeking a general-purpose automation environment may find its document-centered model less relevant. The maker says its first workflow product launched within airSlate in 2019 and altaFlow became a standalone brand in 2025.
Key features
Document flow and integrations
Workflows can capture data, build documents, route them for approval and signature, and sync completed results back to connected systems. Named integrations include Salesforce, Slack, Airtable, QuickBooks, Monday, Box, Dropbox, Excel, and Zoho. Salesforce is a particularly complete example: workflows can generate documents from records, route approvals and signatures, then write completed data back to Salesforce. That is useful for teams whose CRM records should remain the working source of truth.
Controls and mobile
The security page describes 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 credentials may make the platform relevant to regulated or sensitive workflows, though the specific fit still depends on an organization’s requirements. Standard includes a mobile app, and the platform also supports Android, iOS, web, and API access.
Pricing
Pricing is usage-based: all plans include unlimited users, and costs scale with documents processed. This avoids per-seat charges as a team grows, but makes document volume the key budget variable.
Free: free, with 10 credits per month. It offers a way to start, but the monthly allowance is small for sustained or high-volume workflows.
Growth: custom pricing, with 10.000 credits per period.
Automate 360: custom pricing, with 20.000 credits per period and 1 premium integration. The additional allowance and premium connection may suit a larger workflow, but the premium-integration count is a constraint to weigh.
Standard: $1.40, paid once, billed starting at $1.40 per document. It includes unlimited users, with usage priced by documents processed. Salesforce, NetSuite, Microsoft Dynamics 365, and premium integrations are add-ons, so the starting document rate does not cover those connections.
Advanced: custom pricing, priced to volume. It includes unlimited users, DocX generation, Bulk Send, Autostarts, Payment Collection, and chat support. It is the more capable choice for volume-oriented operations that need those features, but the custom rate requires a sales conversation.
Enterprise: custom pricing, with custom credits, all bots and integrations, custom integrations, and priority support including SLA. It is aimed at organizations needing tailored capacity and support rather than a published entry price.
Standard includes knowledgebase and ticket support; Advanced adds chat support, while Enterprise includes a dedicated account manager. The free allowance is monthly; other credit periods are stated as periods rather than months, so buyers should confirm the applicable billing and usage terms before committing.
Platforms
altaFlow supports Android, iOS, web, and API. The mobile app is included with Standard. This range accommodates mobile users and system integrations, while the plan-specific mobile inclusion is worth checking when comparing lower tiers.
Who it's for
The maker describes workflows for education, healthcare and insurance, legal, government, and nonprofit organizations. More broadly, altaFlow suits teams that repeatedly generate and approve documents and need completed information synchronized with CRM or ERP systems. Unlimited users can make broad participation practical, but organizations with unpredictable document volumes should model usage carefully.
Pros and cons
Pro: Data capture, conditional document generation, approvals, signatures, and write-back form a coherent end-to-end process.
Pro: Unlimited users on all plans avoids per-seat pricing as participation expands.
Pro: Salesforce workflows can generate from records and return approved, signed results to the CRM.
Con: Document-based charges make cost depend on processing volume, not just team size.
Con: Major CRM and ERP integrations are add-ons on Standard, so the starting per-document rate may not represent the full cost.
Con: Growth, Automate 360, Advanced, and Enterprise use custom pricing, limiting upfront cost comparison.
Alternatives
Consider Document Workflow Software if you want to compare tools centered on document processes, or Workflow automation tools for a broader automation shortlist. For a sales-focused category, see Deal Desk Software.
ClickUp is a freemium alternative with a free plan, free trial, and a Free Forever tier that includes unlimited tasks, unlimited free-plan members, and one form; consider it when those task and form provisions matter more than altaFlow’s document-to-system workflow.
Smartsheet has no free plan, offers a free trial, and starts with Pro at $9 a month, billed at $9 per Member/month yearly or $12 monthly; choose it when that published per-member plan is a better fit than document-based charges.
Budibase is freemium, with a free plan and trial; its Pro tier is $19 a month and includes synchronous automations and unlimited agents. It is worth considering when those automation provisions suit the work better than a document-led process.
Pipefy is a freemium alternative with a free plan; its Starter tier specifies five processes, 10 users, and 50 cards created per month. Consider it when those process and card limits align better with a team’s needs.
Microsoft Power Automate offers a free trial but no free plan, with Power Automate Premium at $15 a month, billed per user monthly and paid yearly. It may suit buyers comparing a per-user paid tier with altaFlow’s document-based pricing.
Decisions is a paid alternative with a free plan; choose it if you want to compare another low-code design studio.
Kissflow is paid, has no free plan, and uses fixed annual agreements with custom pricing; it suits buyers prepared to evaluate an annual arrangement.
Nintex Automation CE is another paid option with a free trial and Essentials, Pro, and Expert plans.
Verdict
Choose altaFlow if your organization needs repeatable document workflows that connect intake, approvals, signatures, and CRM or ERP updates, and broad user access matters more than per-seat billing. Its integrated document flow and unlimited users are the strongest reasons to choose it. Look elsewhere if you need predictable per-seat costs or if document processing is not central to the work; add-on integrations and custom-priced tiers also warrant a close cost check.
Verdict
altaFlow combines document creation, approval routing, signatures, and write-back across business systems. The free plan has a stated monthly credit allowance, while Standard pricing starts at $1.40 per document.
Where Specifiction places it
- Deal Desk Software#1 of 419.4
- Document Workflow Software#1 of 329.3
- Workflow automation tools#5 of 1339.2