This article covers plans billed by documents. If your Subscription page shows Credits, check articles in this category.
You can purchase any document volume with any plan. The difference between plans is the set of features included with each one.
Which plan is right for you
Standard — capture, route, sign, and store documents. Includes web forms, audit trails, everyday bots, and built-in automation. Designed for teams that need a reliable way to get documents signed and stored.
Advanced — generate documents from your data. Includes everything in Standard, plus document generation, bulk send, autostarts, payment forms, and bots for databases and service desks. Designed for teams that create documents using data from other systems.
Enterprise — run document workflows within your systems of record. Includes everything in Advanced, plus SSO, API access, CRM and ERP bots, CRM access, white-labeling, and HIPAA support.
Compare plans
Feature | Standard | Advanced | Enterprise |
Web forms | ✓ | ✓ | ✓ |
Audit trail | ✓ | ✓ | ✓ |
Mobile app | ✓ | ✓ | ✓ |
Built-in automation: reminders, merging, renaming, notifications | ✓ | ✓ | ✓ |
Email branding | ✓ | ✓ | ✓ |
Everyday bots: Google Workspace, Office 365, Slack, Airtable, and others | ✓ | ✓ | ✓ |
SOC 2 and GDPR | ✓ | ✓ | ✓ |
Knowledge base and ticket support | ✓ | ✓ | ✓ |
Account Manager | ✓ | ✓ | ✓ |
SMS delivery | ✓ | ✓ | ✓ |
Document generation | — | ✓ | ✓ |
Bulk send | — | ✓ | ✓ |
Autostarts | — | ✓ | ✓ |
Payment form | — | ✓ | ✓ |
Advanced bots: databases, service desks, project tools | — | ✓ | ✓ |
Chat support | — | ✓ | ✓ |
Single sign-on (SSO) | — | — | ✓ |
Enterprise bots: CRM and ERP systems | — | — | ✓ |
CRM access: run workflows from your CRM | only as add-on | only as add-on | ✓ |
Webhooks | — | — | ✓ |
API access | — | — | ✓ |
Multi-tenancy | — | — | ✓ |
Custom domain | — | — | ✓ |
Custom email sender | — | — | ✓ |
White-labeled signing experience | — | — | ✓ |
HIPAA support with signed BAA | — | — | ✓ |
Dedicated Account Manager | — | — | ✓ |
Advanced and Enterprise bots
Everyday bots — Google Drive, Slack, Dropbox, Box, and internal ones — are available with every plan. Bots that connect to databases, service desks, CRM, and ERP systems are included in Advanced or Enterprise.
Bots are never billed and never count toward your documents, however many times they run. Your plan determines which bots are available to add.
Enterprise bots come with CRM access. If you purchase CRM access as an add-on, you get them on any plan.
Which plans include which bots
Bot | Included in |
Airtable | All plans |
AWS S3 | Advanced, Enterprise |
Basecamp | Advanced, Enterprise |
Box | All plans |
Cisco Webex | All plans |
Citrix ShareFile | All plans |
Creatio | Advanced, Enterprise |
CSV | All plans |
DocuSign | Advanced, Enterprise |
Dropbox | All plans |
Egnyte | All plans |
Excel Spreadsheet | All plans |
Fax completed documents | Advanced, Enterprise |
Formstack | All plans |
Freshservice | Advanced, Enterprise |
Gmail | Advanced, Enterprise |
Google Calendar | All plans |
Google Drive | All plans |
Google Sheets | All plans |
HubSpot | Enterprise |
Jira | Advanced, Enterprise |
Magento 1.x | All plans |
Magento 2.x | All plans |
Mailchimp | All plans |
Microsoft 365 Excel | All plans |
Monday.com | Advanced, Enterprise |
MS Dynamics 365 | Enterprise |
MS Outlook | Advanced, Enterprise |
MS SQL Server | Advanced, Enterprise |
MS Teams | All plans |
MySQL | Advanced, Enterprise |
NetSuite | Enterprise |
OneDrive | All plans |
Pipedrive | Enterprise |
PostgreSQL | Advanced, Enterprise |
Procore | All plans |
Quickbooks | Advanced, Enterprise |
Salesforce | Enterprise |
Send document via SMS | All plans |
Send SMS on documents completion | Advanced, Enterprise |
Send SMS on documents opening | Advanced, Enterprise |
Send webhook on documents completion | Enterprise |
Send webhook on documents opening | Enterprise |
SendGrid | All plans |
ServiceNow | Advanced, Enterprise |
SharePoint | Enterprise |
Shopify | All plans |
Slack | All plans |
Smartsheet | All plans |
Telegram | All plans |
Trello | All plans |
UiPath | Advanced, Enterprise |
Zendesk | Advanced, Enterprise |
Zoho CRM | Advanced, Enterprise |
Bots and CRM access are different things: a Salesforce bot moves data between altaFlow and Salesforce as a step inside a workflow. CRM access lets you start workflows from inside Salesforce. Buying CRM access gives you both; a plan that includes the bot doesn't automatically let you start workflows from the CRM.