Streamline your finance department's sales automation process flow with airSlate SignNow

Effortlessly automate your finance department's sales processes with airSlate SignNow. Boost efficiency, close deals faster, and drive revenue growth.

airSlate SignNow regularly wins awards for ease of use and setup

See airSlate SignNow eSignatures in action

Create secure and intuitive e-signature workflows on any device, track the status of documents right in your account, build online fillable forms – all within a single solution.

Collect signatures
24x
faster
Reduce costs by
$30
per document
Save up to
40h
per employee / month

Our user reviews speak for themselves

illustrations persone
Kodi-Marie Evans
Director of NetSuite Operations at Xerox
airSlate SignNow provides us with the flexibility needed to get the right signatures on the right documents, in the right formats, based on our integration with NetSuite.
illustrations reviews slider
illustrations persone
Samantha Jo
Enterprise Client Partner at Yelp
airSlate SignNow has made life easier for me. It has been huge to have the ability to sign contracts on-the-go! It is now less stressful to get things done efficiently and promptly.
illustrations reviews slider
illustrations persone
Megan Bond
Digital marketing management at Electrolux
This software has added to our business value. I have got rid of the repetitive tasks. I am capable of creating the mobile native web forms. Now I can easily make payment contracts through a fair channel and their management is very easy.
illustrations reviews slider
Walmart
ExxonMobil
Apple
Comcast
Facebook
FedEx
be ready to get more

Why choose airSlate SignNow

  • Free 7-day trial. Choose the plan you need and try it risk-free.
  • Honest pricing for full-featured plans. airSlate SignNow offers subscription plans with no overages or hidden fees at renewal.
  • Enterprise-grade security. airSlate SignNow helps you comply with global security standards.
illustrations signature

Sales automation process flow for finance

Looking to streamline your sales automation process flow for finance? airSlate SignNow is here to help! With its user-friendly platform, you can easily sign and send documents with just a few clicks.

Sales automation process flow for finance

With airSlate SignNow, you can streamline your workflow, reduce paper consumption, and save time and money. Say goodbye to printing, scanning, and faxing documents - go digital with airSlate SignNow today!

Experience the benefits of airSlate SignNow and improve your sales automation process flow for finance now.

airSlate SignNow features that users love

Speed up your paper-based processes with an easy-to-use eSignature solution.

Edit PDFs
online
Generate templates of your most used documents for signing and completion.
Create a signing link
Share a document via a link without the need to add recipient emails.
Assign roles to signers
Organize complex signing workflows by adding multiple signers and assigning roles.
Create a document template
Create teams to collaborate on documents and templates in real time.
Add Signature fields
Get accurate signatures exactly where you need them using signature fields.
Archive documents in bulk
Save time by archiving multiple documents at once.
be ready to get more

Get legally-binding signatures now!

FAQs online signature

Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

Need help? Contact support

Trusted e-signature solution — what our customers are saying

Explore how the airSlate SignNow e-signature platform helps businesses succeed. Hear from real users and what they like most about electronic signing.

This service is really great! It has helped...
5
anonymous

This service is really great! It has helped us enormously by ensuring we are fully covered in our agreements. We are on a 100% for collecting on our jobs, from a previous 60-70%. I recommend this to everyone.

Read full review
I've been using airSlate SignNow for years (since it...
5
Susan S

I've been using airSlate SignNow for years (since it was CudaSign). I started using airSlate SignNow for real estate as it was easier for my clients to use. I now use it in my business for employement and onboarding docs.

Read full review
Everything has been great, really easy to incorporate...
5
Liam R

Everything has been great, really easy to incorporate into my business. And the clients who have used your software so far have said it is very easy to complete the necessary signatures.

Read full review
video background

How to create outlook signature

Hi everyone, my name is Kevin. Today I want  to show you how you can use Microsoft Power   Automate, and before you run off because it sounds  like a complicated name, stick around because with   Power Automate, you can simplify your life and  then cut down on the number of manual tasks that   you do in your life. As Full disclosure, before we  jump into this, I work at Microsoft as a full-time   employee. So, to make it real, let me give an  example. So, I run this YouTube channel here and   just about every day I upload a video to YouTube.  Now, not only do I upload a video to YouTube,   I also then post about that video on Twitter,  so that's a manual task that I have to do every   single day. With Power Automate, what I could  do is Power Automate will look at YouTube,   see that I uploaded a new video, and  then it'll automatically tweet on Twitter   on my behalf. So, it simplifies and  cuts out one of the manual tasks that I   had been doing. And best of all, it requires no  coding knowledge at all. Anyone could jump in,   create an automation task, and then have Power  Automate work on your behalf, and I'll show you   step-by-step how you can do that. If you've  ever heard of if this then that or ifttt.com,   it's similar to that, but it also has some  more advanced functionality. Now today,   I'm going to show you how you can use the free  consumer version of it. There is also a premium   version that you could use with work or school  accounts that costs some additional money, but I'm   going to show you how you could use the free one  and it offers tons and tons of functionality that   can really help make your life easier. All right,  well enough talk, why don't we jump on the PC,   and I'll show you how first off you can get  started with Power Automate. Here I am on my PC   and to get to Power Automate, let's head to the  website office.com. Once you land on office.com,   go ahead and click on the sign in button. This  will bring us to the sign in page. If you already   have a Microsoft account, you could go ahead and  type it in here. If you don't yet have an account,   don't worry, you could create one, and it won't  cost you anything. It's free to create an account,   and you could do that right here. Once you either  sign in or you create an account and then sign in,   you'll land on the authenticated version of  office.com. Now some of the things that you could   do on office.com, not only can you get to Power  Automate, but you also have all of these other   productivity tools. For instance, you get Outlook  for e-mail. You get free cloud storage with   OneDrive. You also get the well-known productivity  tools, Word, Excel, PowerPoint, OneNote, amongst   others. One thing you might notice is there is  no Power Automate as part of this initial set.   To get there, we're going to click on all apps.  This brings up the all apps screen and here too   you might notice that there is no Power Automate.  Previously Power Automate was known as Flow,   and currently it still refers to Flow, so we're  going to use this to launch Power Automate.   Now, if you're in any other app throughout the  Microsoft 365 ecosystem, so let's say you're in   Outlook or maybe you're in Word and you want to  get to Power Automate, you can also get there   through the app launcher or what I like to refer  to as the waffle because it kind of looks like a   waffle here. You could click on that, and that'll  launch up the default set of apps, and here too, I   could also click on all apps and then here you'll  see Flow right here. So, either way will get you   to Power Automate. So, let's go ahead and click  on that, and this drops us on the home page. Here   we are on the Power Automate homepage and let's  take a moment to look at what's on the home page.   Here at the very top, you'll see that there are a  few sample automations that you can try out. Down   below that, you also see some featured template  collections, so these are groups of templates   relating to different areas, and then you also see  a sampling of different services that you could   run automations on. Now to really make it real,  I want to go back to the example that I shared at   the beginning. So, I have this YouTube channel and  every time I post a video, I want a tweet to go   on Twitter that announces the video. So, let's  see if Power Automate can help me with this,   and so the easiest way to get started is in this  search box up here, I'm going to type in YouTube   because this is the app where I'm going to post  the video, and I want to see if there are any   existing automations that I could simply use, so  I'm going to go ahead and let me put in YouTube   right here and then I'm going to search. Once I  search for YouTube, one thing that I see is these   are all of the different automations that already  exist related to YouTube. So, what I could do is I   could go through these different cards and see all  what I can do or what others have already created.   Now the nice thing about Power Automate  and sharing these existing automations   is chances are what I'm looking to automate, other  people have also thought about automating, in   which case it really makes it easy for me because  I could simply reuse what others have done,   and in fact on that topic right up here in the  top left-hand corner, I see an automation that   already exists that says share YouTube video  on Twitter. That sounds like what I want to   do. So let me click on that and let's try this  out. So here if I look at more of the details,   here it says when you upload to YouTube, share  your video via Twitter. You can customize your   tweet message. Well, that sounds exactly like  what I want to do. That's great. And down here   it says this Flow will connect to both YouTube and  Twitter. Now one of the things that you need to do   is as you connect to these different services, you  need to sign into these different services, and   I've actually already gone ahead and done that,  but I signed into YouTube, typed in my username,   my password, and I also signed into Twitter,  typed in my username and password, and the little   green check mark indicates that it's a valid  connection. Next, I'm going to click on continue.   On the next page, I see a visual showing me what's  going to happen. It says when I upload a video,   so that's the trigger. Then down below I see  what the action is. It's going to post a tweet,   and here I can modify what the tweet text is. It  says check out this new YouTube video I uploaded   and then it inserts a link to the  video. If I click into the textbox,   I see some other dynamic content that I could  also include as part of the Tweet, so in this case   I already have the web link included, but if I  wanted to, I could also include the videos title,   the description, the title of my channel, so lots  of different types of content that I can pull in.   One thing I could even do is let's say that when  I upload to YouTube, not only do I want it to post   a Tweet, but maybe I want to have it send out  an e-mail to certain people, or maybe I want it   to also post to Facebook. I could go ahead, and I  could also add additional steps, but in this case,   I'm satisfied just posting a tweet on Twitter,  so I'm going to go ahead and click on save.   Congratulations, the new flow has been created  and you just created your very first Flow.   Now to go see all the Flows that I have, over on  the left-hand side, I could click on my Flows,   and when I do that, I'll see a list view of all of  the different flows that I have. Now in this case,   I just have one showing up here. One of the things  I could do is I could click on this, and this will   bring me to a summary view of my new Flow. Here  I can see things like my 28-day run history,   so every time it runs, I'll see a record of that.  I can verify that my connections are still working   and some of the things I could also do is let's  say I could, I want to delete the Flow because   I no longer need it. I could do that. I can even  turn it on or off. So, let's say I want to take   a little break from Twitter. I could turn this  off and it'll no longer run. In this example,   I showed you how you could create a new Flow from  a template. I also want to show you how you could   create a new Flow from scratch, and to do that  we're going to work our way down on the left-hand   side here, and next I want to click on create.  Within the create view, I have a few different   options. I can start from blank, so start a new  flow from scratch, and in a moment, we're going to   walk through what each of these options does, and  I'll show some examples. Down below, and this is   something we just did. We started from a template.  This is by far the easiest way to create a new   Flow, and down at the bottom, you can also start  a new Flow from a service or an app or what's   called a connector and you could start from there.  So, let's go back up to the top and I'm going to   walk through some of the different ways you can  start a new Flow. The first way is an automated   Flow and this is what we just did with YouTube.  That's called an automated Flow. Essentially,   what that means is anytime some trigger occurs,  so in this case I upload a video to YouTube,   Flow will take some action based on that, in  which case it Tweets to Twitter, so why don't   we jump in, and I'll show you how you could also  start off with just a blank automated flow. So,   if I click on this, I can name it and maybe  I'm going to call this YouTube to Twitter. So,   I'll show you how I could also start this just  from scratch, and here it says, well, what is   your trigger? In my case it's on YouTube, so I'm  going to search for YouTube, and then you see the   different triggers that are available. So, when  a video is uploaded by a channel, when I upload   a video, or when a new video matches a search. So,  there are a few different triggers that I can use.   In this case, I want to go with when I upload a  video, so I'm going to create the same flow as   what I did before, and then I'll click on create.  Now here, because it's not a template, it doesn't   have the Twitter step, but I could go ahead and  click on new step and within here, I could search   connectors, and in this case, I want to connect  to Twitter, so I'm going to type in Twitter,   and here I see Twitter is one of the connectors,  so I'm going to go ahead and click on that,   and now when I upload a video, I could take  a variety of different actions. In this case,   I want to post a Tweet, so I'm going to click on  that. Here I could type in text and then similar   to before, I could also add dynamic content, so  maybe I want to put in the video link, and then   at this point, I could go ahead and save this and  just like before. Now if I click into my Flows,   I'll see now that I have two Flows set up, so  that's how I could have set that one up manually.   Now let me go back to create. I want to show an  example of an instant flow. With an instant Flow,   I need to manually trigger the Flow, so let's say  by clicking on a button and then that'll kick off   a Flow. Now this compares to the previous example  where it was an automated flow where I upload a   video and then the Flow automatically runs  because Power Automate detects that trigger.   So, in this case, one of the things is sometimes  my wife will come by and she'll ask me to say,   take out the trash or do something else around  the house, but I might be in the middle of doing   something, in which case I forget to do that task  and then I get in trouble later. So, it might be   nice to have a button that I could click on and  then it'll remind me in say 10 minutes to take   care of whatever that task was. So, in this case,  I'm going to simply add a Flow button for mobile   and by clicking on this button, that will trigger  the flow. Let me go ahead and click on create.   And here, so that's the trigger. I click  on a button and now I could add a new step   and maybe what I want to do is I want to, let's  say, delay the message for let's say 10 minutes,   so I'm going to type in delay. Here I see a  connector called schedule. So, let me click on   that and here schedule has an option to delay.  Let me click on that and now I could specify   how long I want the delay to be. So maybe I'll  say 10 minutes. That should be enough time   and the unit is minutes, and now let me add an  additional step, because it's going to first off,   I trigger it, then it waits for 10 minutes, and  what I want to have happen then is maybe I want   to get a notification. So, I'm going to click on  notification and here I could either get an e-mail   or a mobile notification. I think a notification,  just a mobile notification is probably good enough   to remind me, and I'll click on that, and now  I can type in the notification message. So   maybe I'll say “follow up on what the wife asked  about” and that should remind me what my task is   and now I'm all done. So, I'm going to go ahead  and click on save and I now have another Flow,   and once again, if I click on my Flows, here I can  see that I now have this Flow and it's currently   active. Let me go back to create, and I want  to show how we can create a scheduled Flow,   and just like the name implies, I could  schedule a Flow to happen at a certain time   or a certain interval. Now one of the things  is every year my mom’s birthday comes around   and I hate forgetting that it's her birthday.  That doesn't look too good when I forget, so   here I'm going to call the Flow birthday and what  I could do is my mom's birthday is on April 30th,   so I'm going to select April 30th, and maybe  we'll do it at noon, so right in the afternoon,   and what I could do then is maybe I'll repeat  every let's say 12 months. So, basically every   year this flow will run. So, now let me go ahead  and create it. Now this type of Flow is great.   Let's say you work as an admin and every month you  need people to submit their expense report. You   could have it automatically send out an e-mail  every month, so you no longer have to remember   to do that on your own. So, here I set up the  recurrence and I'll click on add a new step,   and here I could click on mail and send an e-mail  notification is the action, so the recurrence,   that's the trigger, the timing, and then  the action is some to send an e-mail,   and here in this case, let's see, I'll just  type in an e-mail address. Pretend this was my   mom's e-mail address, so I could type that in,  and then I could say “happy birthday mom” and   let me put in some text in the body, and  here I could say “I love you so much.”   Down below, I can also show advanced options,  and here I could add additional people on the CC   line or the BCC line. So, maybe if I have some  siblings and I want to make them jealous that   I remembered it was my mom's birthday, but maybe  they didn't remember, I could BCC them just to let   them know that I emailed mom and maybe give them  a heads up that maybe they should do the same.   So, all of this looks good. Let me go ahead  and save this Flow now, and once again,   I'll click into my Flows and here you can see that  I have my birthday Flow set up. I also have my   wife reminder flow, and I have my YouTube flow set  up. One of the things you'll notice is my life is   getting simpler. I feel less weight on my shoulder  as I add these Flows because I no longer have to   remember these things, I no longer have to do  these things. It's really making my life easier.   I'm going to click back in to create. Now there  are two more flows here. These are premium flows   where you either need a work or school account to  be able to take advantage of them. I'm not going   to go through and demo these today, but I want  to say a quick word about what you can do with   these. So, with the UI Flow, this is a new feature  or functionality that recently came out for Power   Automate. What it allows you to do is you could  click through a website, you could click through   an app, and you could create automations  based on them. So, one way to think of it is,   it's like making a macro, but in any application  or on any website. So, just to give an example of   what you could do with that. Let's say that you  have a whole bunch of docs in Microsoft Word, and   you want to save them all as PDFs. You can use the  UI flow recorder to record opening a doc, and then   saving a doc as a PDF, and then you could apply  that to any number of documents. So with this, it   greatly simplifies Flows, and it makes it really  easy. All you have to be able to do is click   through the interface and then you could automate  a Flow. Then lastly, there's another one called   the business process Flow, and this allows you  to set up steps that a human will walk through,   and they won't see the remaining steps until  they've completed the initial set of steps that   they have. So, you can also use that. It's more  of a business scenario, so today we're not going   to go into that. That's an overview of how you  could start a new power automation or a new Flow   from blank. I also have some templates down below  and I see some connectors, but I'm going to click   into the full view so we could see what's  possible. When I click into templates,   this shows me all of the different templates  that other people have already created. Now this   will probably take care of much of your automation  needs, and here I can search for templates. What's   nice is it's sorted by popularity, so by default I  could see what most other people use and the ones   at the beginning are pretty compelling and maybe  automations that I also want to take advantage of.   Now, not only can I look by templates, I'm going  to click on connectors here on the left-hand side,   and these are all the different services  and apps that I could create automations on,   and earlier from what I remember, I think they  said there was something like 354, and by the time   you're watching this video, there will probably  be even more, but this is a nice way I could set   up automations between apps. All right well,  that was a quick tutorial of how you could use   Power Automate to simplify your life. If you  feel like you might be able to automate part   of the manual tasks that you do in your life,  please give this video a thumbs up. If you want   to see more videos like this in the future,  hit that subscribe button. That way you'll   get a notification anytime new content like this  comes out. And lastly, if you want to see me cover   any other topics in the future, leave a comment  down below, and I'll add it to my list of videos   to create. All right, well, thanks a lot for  watching, and I hope to see you next time, bye.

Show more
be ready to get more

Get legally-binding signatures now!

Sign up with Google