In today’s fast-paced business environment, the ability to quickly produce an accurate estimate document can make or break a deal. When teams rely on manual processes—copying and pasting data into forms, chasing approvals in inboxes and updating CRMs by hand—bottlenecks emerge. airSlate revolutionizes the way you manage the entire document lifecycle, turning your next estimate from hours of busywork into a few minutes of clicking and dragging.

Enhance Your Estimates with No-Code Automation

With airSlate, you don’t need developers to build complex workflows. The intuitive drag-and-drop interface lets you define every step of your estimate process visually. Simply add conditional logic for special pricing scenarios, route draft estimates to the right managers for approval and update records in your CRM—all without writing a single line of code.

Key Workflow Actions That Accelerate Your Estimate Cycle

Attach

Automatically attach signed estimates to project records or store them in a shared repository. No more digging through folders or forwarding emails—every document is exactly where it needs to be.

Originate

Launch a new estimate workflow with a single click whenever a lead reaches a certain stage in your sales pipeline. Consistency across every opportunity ensures nothing falls through the cracks.

Assemble

Combine multiple documents—scope sheets, pricing tables and disclaimers—into a cohesive estimate package complete with your branding.

Generate

Populate proposal forms automatically using data from contacts, product catalogs and pricing databases. Eliminate manual data entry errors and deliver professional estimates in seconds.

Route

Set up conditional routing so that estimates over a certain amount go to your finance team, while smaller deals get fast-tracked for signature. Everyone sees exactly what they need, in the right order.

Integrate

Sync estimate details back to Salesforce, HubSpot or any custom database at the click of a button. Keep all of your systems up to date without manual exports and imports.

Why Proper Estimate Automation Drives Revenue

• Speed: Close opportunities faster by cutting document prep time from days to hours.
• Accuracy: Eliminate human errors with dynamic form fields and integrated business logic.
• Visibility: Track every estimate status in real time, intervene only when approvals stall.
• Scalability: Standardize workflows across departments—from sales ops to IT—while customizing for each team’s needs.
• Compliance: Maintain version history and audit trails for every estimate, ensuring adherence to policies and regulations.

Seamless Setup and Integration

Get up and running in hours, not days. Choose from prebuilt template libraries or design a completely custom estimate workflow. Connect to any CRM, ERP or marketing automation system through one-click integrations—no middleware required. With airSlate, building your estimate automation is as easy as dragging a block onto the canvas.

Who Benefits Most from Automated Estimates?

Whether you’re in Sales Operations, running a Line of Business or managing IT processes, airSlate’s powerful document automation can be tailored to your unique requirements.

Sales Operations and CRM Administrators

Ensure every quote aligns with approved pricing rules. Free your team from repetitive tasks so they can focus on high-value conversations.

Line-of-Business Managers

Maintain control over project estimates, budgets and resource allocation with built-in dashboards and reporting.

IT Teams

Consolidate document workflows, secure approval steps and integrate data across enterprise systems without writing custom code.

Get Started Today

Stop letting manual paperwork slow down your sales cycle. Transform how your organization handles estimate documents with airSlate’s no-code automation and document management platform. Get Started with airSlate for Free Today and see how effortless it is to generate, route and manage your next estimate.