Turn monday Items into interactive approval workflows and generate templated documents.
We highly recommend getting a live demo of the BoloForms, book a demo here.
BoloForms is an all-in-one business productivity add-on to streamline approvals and automate workflows. It is for teams and organisations looking to simplify processes.
You will be able to:
• Create a single approval workflow or multi-level approvals
• Set up email notifications for approvals, limits reached or conditional approvals
• Automate Invoice approvals, expense approvals or any approval type form
• Publish forms instantly and set up approval flows for any request
• Add conditional logic to automatically approve/reject forms
• Allow multiple approvers to approve/reject a request
• Send approval emails and PDFs to keep all stakeholders in the loop
• Add collaborators to provide access to the Approvals dashboard
• Customers can brand approval emails and PDFs with their logo
Problems solved:
• Manual approvals leading to delays
• Lack of visibility into approval statuses and timelines
• Difficulty setting up approval hierarchies and conditional logic
• Lack of notifications causing approvals to slip through the cracks
Benefits:
• Faster approvals through automation
• Ensured compliance through visibility into all approval processes
• Higher productivity by streamlining repetitive approval tasks
• Improved governance through controlled and tracked approvals
• Reduced errors by implementing guardrails in the form of conditions and hierarchies
Use cases:
• Invoice approvals: Automate the approval of invoices via forms and emails
• Expense approvals: Set up a self-service expense approval workflow
• Purchase orders: Approve and track POs through a simple approval cycle
• Policies: Approve and publish key policies for your teams in a controlled manner
• Travel requests: Approve travel and expense requests in one place before reimbursements
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