Case Study: BillingTree achieves one-click automated order-form generation and e-signing in Dynamics 365 with airSlate

BillingTree - Customer Case Study

BillingTree, a Scottsdale-based merchant services provider, needed a way to generate multi-field order forms for new clients in Microsoft Dynamics 365 and get them signed without manual intervention. To solve that challenge they turned to airSlate, using its no-code Bots and Dynamics 365 integration to automate form creation and population.

airSlate implemented an automated workflow that pulls client data from Dynamics 365, generates order forms, and sends them for signature with a single button click—eliminating manual manipulation and reducing processing steps. As a result, BillingTree now produces and delivers signed order forms automatically, streamlining the sales-to-signature process and improving operational efficiency with airSlate.

BillingTree