Create custom document workflows that feature document generation, PDF editing, eSignatures, online redlining, and more. Automate, integrate, and launch document approval requests and eSignature workflows within your Microsoft Dynamics 365 account.

Create documents

Generate documents on the fly by pre-filling data from standard and custom Dynamics 365 records. No need to jump between tabs and systems ‒ kick off the process directly from your Dynamics 365 account.

Automate document workflows

Eliminate tedious, manual tasks of creating, approving, and getting documents signed. Improve efficiency and employee satisfaction with streamlined, stress- and error-free processes.

Connect your systems

Populate documents with data from Dynamics 365 records and other data repositories. Use info from completed documents to automatically update information within Dynamics 365 and other systems where you keep relevant data.

Better together: Microsoft Dynamics 365 + altaFlow

With altaFlow for Dynamics 365, users across organizations achieve the following results:

Reclaim up to 40% of the hours spent on completing tasks manually.
Unlock up to 3 hours of a workday and put it towards driving business growth.
Implement fully-automated Dynamics 365 document workflows up to 10X faster.

Key features

Easily generate and send packages of documents in different formats ‒ PDF, DOCX, web forms, and Spreadsheets ‒ pre-filled with Dynamics 365 data.
Enable multiple parties to collaborate on documents faster using online redlining.
Establish conditional routing for documents between contacts, including internal and external recipients.
Save signed documents to Dynamics 365 attachments or external services.
Generate batches of documents and send them out with a single click.
Create new or update existing records based on data entered into a document's fillable fields.
Sync Dynamics 365 data with NetSuite, Salesforce, and other systems of record.

Use Cases

WorkFlow document automation reclaims the highest costs and most working hours across industry-specific use cases.

Contract negotiations
Invoicing
Vendor/supplier agreements
Patient Intake
Employee onboarding
Internal requests (equipment, resources, etc.)

altaFlow for Dynamics 365

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