airSlate WorkFlow (now altaFlow)

airSlate WorkFlow, now altaFlow, is a no-code platform for building document-centered workflows across CRM and ERP systems. It is aimed at organizations that need forms, generated documents, approvals, and signatures to move together, rather than teams looking for a general-purpose task tracker.

Its strongest case is connecting document work to business records, with unlimited users across plans. The trade-off is that pricing follows document volume, and important integrations can cost extra.

Overview

altaFlow carries a process from data capture through document creation, approval, and eSignature, then syncs completed results back to connected systems. Conditional logic and dynamic tables support more structured documents, while approval workflows and audit trails provide a record of what moved through the process.

This is a focused choice for repeatable, document-heavy operations. The usage-based model can accommodate broad participation without per-user charges, but organizations with high or unpredictable document volume should calculate their likely costs before committing. The maker says its first workflow product launched within airSlate in 2019 and altaFlow became a standalone brand in 2025.

Key features

Document creation and system connections

Document generation, forms, eSignatures, conditional logic, dynamic tables, and automatic write-back connect the main stages of document processing. The homepage names Salesforce, Slack, Airtable, QuickBooks, Monday, Box, Dropbox, Excel, and Zoho among its integrations. Salesforce support is particularly complete: workflows can create documents from records, route them for approval and signature, then write completed data back. That makes altaFlow a more natural fit when documents need to stay tied to CRM activity than when the job is simply automating unrelated tasks.

Salesforce, NetSuite, and Microsoft Dynamics 365, along with premium integrations, are add-ons on Standard. Teams relying on those connections should account for the extra cost rather than assume they are included in the starting document price.

Controls and support

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 the stated compliance coverage may matter to regulated organizations, though they do not by themselves establish that a particular deployment meets its obligations.

Support scales by plan: Standard has knowledgebase and ticket support, Advanced adds chat, and Enterprise includes a dedicated account manager. That is a meaningful difference for teams that need a direct support channel as their workflows become more consequential.

Pricing

All plans include unlimited users, and pricing scales with processed documents rather than seats. That avoids a per-user penalty for bringing more staff into a workflow, but document volume is the key cost variable.

• Free: free, with 10 credits per month. It is a small starting allowance for evaluating a limited workflow, not a generous ongoing quota for regular document processing.
• Growth: custom pricing, with 10.000 credits per period. It offers a larger stated allowance than Free, but its period-based quota and custom price mean buyers should confirm the billing period and cost.
• Automate 360: custom pricing, with 20.000 credits per period and one premium integration.
• Standard: $1.40, paid once, billed starting at $1.40 per document. It includes unlimited users and usage-priced processing; Salesforce, NetSuite, Microsoft Dynamics 365, and premium integrations are add-ons. This is the clearest entry point for organizations paying by document, but the starting rate and add-ons need to be weighed against actual volume and integration needs.
• Advanced: custom pricing, priced to volume at a custom rate. Unlimited users remain included, along with DocX generation, Bulk Send, Autostarts, Payment Collection, and chat support. It is for teams needing these capabilities at scale, but they will need a volume quote to judge its economics.
• Enterprise: custom pricing, custom credits, all bots and integrations, custom integrations, and priority support including SLA. This is the broadest stated package for organizations needing bespoke connections and service commitments, rather than a predictable public price.

The plan information does not establish a trial length or renewal term, so compare the quoted billing terms before choosing a paid tier.

Platforms

altaFlow is available on Android, iOS, and the web, with API access. Standard specifically includes a mobile app, which makes it the plan with an explicit mobile-app inclusion.

Who it's for

Education, healthcare and insurance, legal, government, and nonprofit organizations are among the sectors the maker describes. The strongest fit is a team in one of those or another sector that needs governed, repeatable document flows with approvals, signatures, audit trails, and CRM or ERP write-back. It is less suitable when users mainly need task coordination or when a document-volume billing model is hard to forecast.

Pros and cons

• Pro: Data capture, generation, signatures, approvals, and write-back form one connected process, reducing the need to treat each document stage as a separate workflow.
• Pro: Unlimited users across plans make broad internal participation possible without seat-based pricing.
• Pro: Salesforce record generation, routing, and write-back support a coherent CRM-linked document process.
• Pro: The stated security controls, compliance coverage, and audit trail are relevant to organizations with governance requirements.
• Con: Document-based pricing makes usage, not headcount, the main variable to budget for.
• Con: The Free plan's 10 monthly credits are a narrow allowance for sustained use.
• Con: Several higher plans have custom pricing, and major CRM/ERP and premium integrations are add-ons on Standard.

Alternatives

For broader task coordination, ClickUp has a Free Forever plan with unlimited tasks and members, 60MB of storage, and one form; choose it when those limits and its listed platforms better suit the work than document-volume pricing. Pipefy has a Starter plan capped at five processes, 10 users, 50 cards per month, 2 GB of storage, 500 database records, and five workflows; it is an option when those process and user limits fit.

Budibase offers a Pro plan at $19 a month with one creator, one workspace, unlimited agents, synchronous automations, 2K Budibase AI credits, and one-day logs; it is an alternative when that workspace and automation package matches the need. Workato Agent Studio has a free plan with 50,000 one-time credits and AI and agentic capabilities, which may suit a no-cost starting point with that credit structure.

Zapier has a free plan with 100 tasks per month and two-step automations; choose it when that task allowance and simpler flow structure are sufficient. AI Rule Engine has a free plan capped at 200 ruleset runs per month, two author seats, and seven-day log retention, a different option when those rule-run limits fit.

Airstride has a free plan for up to three partners with basic partner and deal management and CRM integration. Dock offers a free plan with 10 workspaces and capped assets, playbooks, courses, and order forms; each is worth comparing when its stated deal-desk scope and limits align better.

Compare category roundups for Deal Desk Software, Document Workflow Software, and Workflow automation tools.

Verdict

Choose altaFlow when document creation, approvals, signatures, and system write-back need to form a governed workflow, especially around CRM records. Unlimited users and broad document capabilities are its main draw; the document-volume model, paid integration add-ons, and custom pricing on several tiers are the reasons to look elsewhere or request a quote before scaling.