[ altaFlow Reviews ](https://www.g2.com/products/altaflow/reviews) [ altaFlow Reviews ](https://www.g2.com/products/altaflow/reviews) # altaFlow Features ##### ## Platform (5) Custom Branding Custom branding can be applied through signature process User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Internationalization Performance and Reliability Integration APIs Show More ##### ## Signature Process (8) Document Signing Allows signor to easily and intuitively sign documents Reminders and Expirations Reminds signors of documents that are waiting to be signed and document expiration dates Sign-In Process Process of authenticating is secure and seemless Mobile Signatures User can easy send and sign documents on mobile devices Signature Workflow Sendor/Adminstrators can easily set up and track documents through multiple signature steps Bulk Digital Signatures Send documents requiring signature to 1000's of signers at once Reporting Provides standard reports and easy creation of custom reports to manage signature process Signature Document Creation Easy to create signature blocks on all required electronic document types/formats Show More ##### ## Security and Scalability (3) Regulatory Compliance Meets required regulartory compliances Signature History and Audit Tracks all document signing history to comply with required regulations Enterprise Scalability Provides features to allow scaling for large organizations Show More ##### ## Document Creation (6) Customizability: Variables and Fields Define fields to pull in dynamic information. Template Creation and Flexibility Easily assemble custom fields and variables into reusable templates to automate the proposal creation process. Rich Media How well the platform supports images, audio, and video in proposals. Online Document Creation Create adaptive online documents for view via browser or mobile device. PDF Creation Create attractive PDF versions of proposals. Custom Branding Brand proposals and the application's portal with your company's logos and branding. Show More ##### ## Workflow (3) Document Builder Interface Easily search for and add elements to a proposal. Collaborative Creation Multiple users can edit a single document. Assembly and Approval Workflows Automate workflows by routing documents to the correct individuals for adding content and approval. Show More ##### ## Analytics (3) Engagement Tracking Track who is looking at proposals and how often or for how long. Proposal Effectiveness Reporting Find out which pieces of content are performing best. Reporting and Dashboards Access pre-built and custom reports and dashboards on proposal volume and acceptance. Show More ##### ## Administration and Platform (6) User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Alerts and Notifications Program in-app and email notifications for approval milestones or actions. CRM Integration Push and pull data from CRM to build proposals and update statuses with clients. E-Signature Integration Couple accepting proposals and signing contracts together in one workflow. CPQ Integration Push and pull data from quote applications to build proposals. API / Integrations Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. Show More ##### ## Contract Management Platform Features (10) Contract Creation Users can create new contracts within the platform using built-in document creation features. Contract Templates Create and access templates with to streamline contract creation, taking advantage of pre-written contract clauses and fields. Contract Editing Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts. Contract Attachments Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources. Contract Collaboration Internal and external users are able to collaborate on contracts through a shared web portal with messaging features. Approval Process Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system. Notifications & Reminders Receive notifications and schedule reminders with alerts according to contract milestones. Contract Database Contracts can be stored in a central online repository with built in search capabilities. Integrations / APIs The contract management platform can integrate with CRM software to associate contracts with customer records, and with CPQ software to feed calculated quote details into the contract. Reporting & Dashboards Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities. Show More ##### ## User Interface Design (4) WYSIWYG Editor Provides the ability to drag-and-drop elements into the application to customize interface. Customized Branding Provides tools for inserting brand logos, colors, quotes, and other proprietary content. App Templates Provides base-level application templates to build atop and customize for specifc users and actions. Workflow Management Allows the creation ofpage sequences, forms, and libraries for users navigating the application. Show More ##### ## Data Control (3) Data Migration Lets users add data from existing sources when creating the initial application or changing data sources. Data Synchronization Continuously updates data as users or external data sources are edited. Data Security Encrypts or provides some form of firewall to prevent external parties from accessing sensitive data. Show More ##### ## Publishing (3) Application Deployment Releases the application for access on desktop or mobile devices. Platform Compatibility Lets users build cross-platform applications or provide specific templates for different device types. Lifecycle Management Provides ability to manage application and maintenance from build, throughout the release, and until it's deactivation. Show More ##### ## Automation Building (6) Visual Editor Provides a visual editor to easily create automation models. Workflow Recording Offers the ability to record processes performed by humans to be recreated by bots. Pre-Built Templates Provides templates for workflows and processes for easier automation creation. Custom Automation Allows developers to code custom automations. Collaboration Offers users the ability to reuse process automations and communicate with other team members around automation building. Ease of Bot Creation Allows non-technical users to create bots in an easy, intuitive manner. Show More ##### ## Bot Management & Execution (6) Bot Scheduling Equips administrators with the ability to schedule bot deployments in advance or on a consistent, regulated cadence. Attended Automation Automates processes that supplement human action, often requiring human intervention and collaboration. Unattended Automation Automates processes completely without the need for human intervention. Bot Performance Analytics Allows users to analyze the performance of bots via dashboards. Data and Product Security Insures data remains secure and compliant with industry standards. Scalability Able to support large deployments. Show More ##### ## Data Sources (3) Software Integrate with software such as ERP or CRM to use data for document generation Spreadsheets Allows users to generate documents using information from spreadsheets Documents Ability to generate new documents using other documents in multiple formats Show More ##### ## Generation (3) Templates Include templates for various types of documents such as invoices or quotes Automation Automate document generation based on customizable rules Branding Allow users to personalize documents for branding purposes Show More ##### ## Delivery (3) Workflow Define and manage workflows for document distribution Schedule Create a schedule to deliver documents at predefined times Batch Provide the ability to generate and deliver documents by batch Show More ##### ## Digital Workflows (3) Logic and Conditions Gives the ability to build a workflow based on business logic or a specific condition in order to route work to different people based on rules. No-Code Or Low-Code Provides the user with a no-code or low-code environment in which they can build applications and workflows, including drag-and-drop features. Document Management Gives the user the ability to manage documents, including versioning and the ability to integrate those document with third-party applications. Show More ##### ## Forms (3) Data Mapping Integrates data and processes from multiple sources into a single system. Templates Build interfaces once and use them across one or more processes. Mobile-Friendly Forms Gives the user the ability to build and use forms on mobile devices. Show More ##### ## Automation (4) Workflow Automation Streamline the flow of work processes by establishing triggers and alerts that notify and route information to the appropriate people when their action is required within the compensation process. Workflow Mapping Visually displays connected applications and integrated data. Allows customization and management of workflow structures. Real-Time Updates Processing changes to data sources and applications as changes are made in real-time. Robotic Process Automation Offers the ability to record processes performed by humans to be recreated by bots. Show More ##### ## Intelligent Automation (3) OCR Provides OCR capabilities in order to recognize text in documents and applications. Machine Learning Allows for intelligent automation whereby the bot can imitate human behavior by learning from behavioral patterns. NLP Provides NLP capabilities in order to understand text in documents and applications. Show More ##### ## Customization (4) Custom Fields Allows users to add custom fields to forms that aren't already on the templates Conditional Logic Enables forms to hide or show certain fields based on respondents' answers Multi-page Forms Allows users to create forms with more than one page Design Gives users the ability to customize the design of forms (e.g. logo, brand colors, fonts, etc.) Show More ##### ## Additional Functionality (5) Embedded Forms Enables forms to be embedded onto a website without having to create code from scratch Offline Capability Can used without an internet connection Notifications Sends notifications when a completed form is recieved Payments Contains integrations with payment processors, enabling users to accept payments through forms Mobile Forms Allows users to build, distribute and access forms from a mobile device Show More ##### ## Support (3) Professional Support Connects users with professional support teams to troubleshoot and finetune integrations. Community Support Provides public user forums for support questions and help. Documentation Provides clear, effective documentation for API integrations. Show More ##### ## Functionality (3) Ease Of Integration Empowers developers to intuitively integrate eSignature functionality for their applications. API Call Speed Grants high speed API calls for efficient functionality. Breadth Of Functionality Unlocks a wide variety of relevant functionalities such as document encryption, device agnostic document sharing, and more. Show More ##### ## Generative AI (7) AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. AI Text-to-Image Provides the ability to generate images from a text prompt. AI Image-to-Text Converts images into a textual description, identifying key elements. AI Text Generation Allows users to generate text based on a text prompt. Show More ##### ## Agentic AI - No-Code Development Platforms (3) Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - Salesforce AppExchange Apps (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Robotic Process Automation (RPA) (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Contract Management (1) Autonomous Task Execution Capability to perform complex tasks without constant human input Show More ##### ## Agentic AI - E-Signature (6) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Digital Process Automation (DPA) (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Document Generation (1) Autonomous Task Execution Capability to perform complex tasks without constant human input Show More ## Top-Rated Alternatives [ ![PandaDoc](https://images.g2crowd.com/uploads/product/hd_favicon/97320b34486db82a48d7af098a34228d/pandadoc.svg "PandaDoc") PandaDoc 4.7/5 (3,407) ](https://www.g2.com/products/pandadoc/reviews) [ ![Docusign](https://images.g2crowd.com/uploads/product/hd_favicon/4667fcad45ba0d2ae299215d3f6d3385/docusign.svg "Docusign") Docusign 4.5/5 (2,515) ](https://www.g2.com/products/docusign/reviews) [ ![Nintex](https://images.g2crowd.com/uploads/product/hd_favicon/6d05d223727de012d13b1eb6341b2deb/nintex-nintex.svg "Nintex") Nintex 4.3/5 (1,272) ](https://www.g2.com/products/nintex-nintex/reviews) [ View All Alternatives ](https://www.g2.com/products/altaflow/competitors/alternatives) ## Technology Glossary Features View full feature definition View definitions of the features and discover new technology terms. [View Glossary](/glossary) [Workflow Automation](/glossary/workflow-automation-definition) Workflow automation is the systemic design and execution of repetitive business tasks. Discover examples of workflow automation and learn more about its types, benefits, and best practices. [Document Signing](/glossary/document-signing-definition) Document signing plays an important role within the contract management process. Learn more about document signing and how it is used by industry professionals, along with other helpful information on the benefits of document signing. [Document Builder](/glossary/document-builder-definition) A document builder is a software application that is used to create text-based documents. altaFlow Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_4c697348c4308e45662f69fd954993d8/docusign.png "Product Avatar Image") Docusign 4.5/5 (2,612) [ Compare Now ](https://www.g2.com/compare/docusign-vs-altaflow) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_c9c02185b2606c5e58ac5c37522d55fe/pandadoc.png "Product Avatar Image") PandaDoc 4.7/5 (3,577) [ Compare Now ](https://www.g2.com/compare/pandadoc-vs-altaflow) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_d8d487b67574b56a5ad57a2f0f159a30/airtable.jpg "Product Avatar Image") Airtable 4.6/5 (3,276) [ Compare Now ](https://www.g2.com/compare/airtable-vs-altaflow) ##### Categories on G2 [ Online Form Builder ](https://www.g2.com/categories/online-form-builder)[ Salesforce AppExchange Apps ](https://www.g2.com/categories/salesforce-appexchange-apps)[ E-Signature ](https://www.g2.com/categories/e-signature) [ Document Generation ](https://www.g2.com/categories/document-generation)[ No-Code Development Platforms ](https://www.g2.com/categories/no-code-development-platforms)[ Contract Management ](https://www.g2.com/categories/contract-management)[ Proposal ](https://www.g2.com/categories/proposal)[ Robotic Process Automation (RPA) ](https://www.g2.com/categories/robotic-process-automation-rpa)[ Document Management ](https://www.g2.com/categories/document-management)[ E-Signature APIs ](https://www.g2.com/categories/e-signature-apis)[ Digital Process Automation (DPA) ](https://www.g2.com/categories/digital-process-automation-dpa) Show More ##### Explore More [ Best cloud-based CPQ software for business apps ](https://www.g2.com/discussions/what-is-the-best-cloud-based-cpq-software-for-business-applications)[ Most effective sales engagement app ](https://www.g2.com/discussions/most-effective-sales-engagement-app)[ Which knowledge management system is best for tech startups ](https://www.g2.com/discussions/which-knowledge-management-system-is-best-for-tech-startups) [ Best maintenance management software for medium-sized firms ](https://www.g2.com/discussions/what-s-the-best-maintenance-management-software-for-medium-sized-firms)[ Which feature management platforms work best for teams managing thousands of flags across multiple environments? ](https://www.g2.com/discussions/which-feature-management-platforms-work-best-for-teams-managing-thousands-of-flags-across-multiple-environments)[ Pros and Cons Details ](https://www.g2.com/products/altaflow/reviews?qs=pros-and-cons) Show More [ Best cloud-based CPQ software for business apps ](https://www.g2.com/discussions/what-is-the-best-cloud-based-cpq-software-for-business-applications)[ Most effective sales engagement app ](https://www.g2.com/discussions/most-effective-sales-engagement-app)[ Which knowledge management system is best for tech startups ](https://www.g2.com/discussions/which-knowledge-management-system-is-best-for-tech-startups) [ Best maintenance management software for medium-sized firms ](https://www.g2.com/discussions/what-s-the-best-maintenance-management-software-for-medium-sized-firms)[ Which feature management platforms work best for teams managing thousands of flags across multiple environments? ](https://www.g2.com/discussions/which-feature-management-platforms-work-best-for-teams-managing-thousands-of-flags-across-multiple-environments)[ Pros and Cons Details ](https://www.g2.com/products/altaflow/reviews?qs=pros-and-cons)