Financial Services Case Studies and Customer Success Stories with PDFfiller

BillingTree - Financial Services

airSlate helped BillingTree automate order form creation and signing in Microsoft Dynamics 365. BillingTree needed to generate multi-field order forms for new clients and get them signed quickly. air...Slate no-code Bots integrated with Dynamics 365 to automate form creation and data population. Now, BillingTree can generate and send order forms for signing with one click. The workflow is fully automated, saving time and reducing manual work.

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Pioneermerchant - Financial Services

airSlate helped Pioneermerchant automate its merchant application and data sharing agreement process. The solution made data collection and signatures fast, secure, and automated. Users can now e-sig...n forms and make payments in minutes. airSlate’s Bot routes data automatically and provides real-time reporting and a detailed audit trail. This reduced delays and legal risks for Pioneermerchant.

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Sports Case Studies and Customer Success Stories with PDFfiller

In At The Deep End - Sports, Education

airSlate helped In At The Deep End make reservation forms easy to access with public links. The company now captures and updates customer information as soon as a form is submitted. This change remov...ed the need for phone calls and made the reservation process modern. airSlate’s no-code automation and integration bots reduced manual work for staff. The team now communicates better and works more efficiently.

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yogakat - Sports

airSlate helped yogakat automate the application process for yoga classes. Kat used airSlate’s no-code form designer to build online application and welcome forms. The forms collect student data and ...store it safely in the cloud. Automation removed manual data entry and improved communication with students. The new process made it easier to attract more students and manage applications efficiently.

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Construction Case Studies and Customer Success Stories with PDFfiller

Nationwide Roofing - Construction

Nationwide Roofing used airSlate to automate and digitize work orders. The no-code editor let them quickly build a dynamic work order template with fillable fields and roles. Automated Bots now route... documents so every employee can fill in their part. Staff and customers get instant notifications when work orders are completed or signed. This automation eliminated paperwork, saved time, and improved customer satisfaction.

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Education Case Studies and Customer Success Stories with PDFfiller

RCBC (Rowan College at Burlington County) - Education

airSlate helped RCBC digitize and automate key processes like student applications, employee evaluations, invoice approvals, and new hire workflows. No-code web forms let RCBC collect applicant data ...and signatures in minutes. Invoice approvals now allow multiple people to collaborate securely in one workspace. New hire onboarding is fully automated, from pre-filled forms to notifications and reminders. Integration Bots move data between systems, keeping information secure and compliant.

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Real Estate Case Studies and Customer Success Stories with PDFfiller

Groundfloor - Real Estate

airSlate helped Groundfloor automate property management operations. Groundfloor used airSlate’s no-code Bots to pre-fill forms with spreadsheet data. Automated data transfers improved document proce...ssing times and removed data errors. airSlate Bots also automated reminders and notifications for document signing. Finalized documents are archived to Google Drive for easy access.

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Insurance Case Studies and Customer Success Stories with PDFfiller

Transition Insurance Agency - Insurance

airSlate helped Transition Insurance Agency digitize manual insurance processes. The agency used airSlate's no-code Bots to automate Salesforce workflows. They now generate insurance contracts and po...licies faster. Documents are completed and signed in minutes. This reduced turnaround time and improved customer satisfaction. Real-time analytics tools boosted compliance and tracking of claims and policy changes.

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Other Industry Case Studies and Success Stories with PDFfiller

Royal Care - Healthcare

airSlate helped Royal Care automate internal processes like staff surveys, training enrollment, incident reporting, and employee onboarding. Royal Care used airSlate’s document generation and web for...ms to remove manual paperwork. Employees now fill out questionnaires online from any device. airSlate’s no-code Bots extract and archive data automatically. This made Royal Care’s workflows faster and easier.

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Champ Plan Advisors

WorkFlow helped Champ Plan Advisors automate their document processes. The company considered three different software platforms before choosing WorkFlow. WorkFlow provided true document automation f...or their start-up business. The customer is very happy with the solution. They say WorkFlow pays for itself with the positive impact on their workflow.

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Customer Success Stories of PDFfiller

 

No-Code Document Workflow Automation for Educational Institutions | airSlate

airSlate has expanded its no-code document workflow automation solutions to educational institutions, enhancing administrative processes like student applications and contract management. Institution...s like Claremont Graduate University and Fresno Pacific University have adopted airSlate, citing its flexibility and efficiency. The platform complies with academic data regulations and offers specialized learning courses through the airSlate Academy.

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