BoloForms Approvals
Manage your business processes with ease - Leave request, Invoices, Bills, Spend Approval
After installing BoloForms you will be able to the following things within minutes:
Create a form to capture, store, and track information requiring approval.
Assign recipients different roles based on their duties in the workflow(e.g. Approvers, Notifiers and Signers).
You can specify routing conditions (for example, send a message only if a certain condition is met).
Auto-submit form requests to approvers automatically when a form is submitted.
Manage forms, track requests, and view form submission data from one place.
This is one of the Airtableâ„¢ add-ons that provides superpowers to your Airtable Formsâ„¢. It is designed to instantly turn your Airtable Formsâ„¢ into approval systems, workflows, pdf generation and publishing & have a birds-eye view of all the processes running in the organization.
This add-on integrates seamlessly with the Airtable Formsâ„¢ editor and displays the approvals/rejections or the status of the process in the linked spreadsheet.
➤ ➤ ➤ KEY FEATURES (APPROVALS FOR Airtable FORMS™) ➤ ➤ ➤
1) Have a single approval workflow.
Here, a manager can create a simple Airtable form for an approval process that they want. Now, they have to open Bolo and turn the Airtable form into an approval workflow and share the link of Bolo Approvals to their applicants.
The applicants can fill the form, the manager gets a request via email for every approval that comes through, they approve or reject the application and the recipients are further notified of the status of their application via an email.
A detailed view of all the statuses of applications and their links are show in the Airtable sheet attached to their form.
2) Add multi-level workflow
Convert a Airtable form into a multi level workflow using this system.
3) Email notifications
Receive notifications when limits are reached.
4) Automate approval workflow like invoice with form approvals & convert Form to PDF via our Form Approvals.
5) Form Publisher & Approvals Flow - Bolo is an all-in-one add-on that lets you automate approval workflow with any request (e.g. purchase request request) despite working from home amidst COVID-19. Plus, publish Forms to PDF / Airtable Docsâ„¢ & send to others.
6) Conditional Statements- Add conditional statement to automatically approve a particular form submission.
7) Multiple Approvers - Select more than one approvers, any one of the approvers can approve the request for it to be considered approved.
8) Send PDF- Send PDF notifications in the email to approvers, other stakeholders inside the organization.
9) Add collaborators to your account so that multiple stakeholders from the company can use your BoloForms Approvals Dashboard.
10) Custom Branding- Brand your BoloForms Approvals PDF and the emails being sent according to your organization logo and name.
Simplify all the processes your organisation needs using BoloForms' Approvals.
➤ ➤ ➤ USEFUL LINKS ➤ ➤ ➤
WhatsApp Support- https://wa.me/message/MBQ5HUL53GQVK1
Email Support- support@boloforms.com
Following are the examples of the processes that you can simplify using Boloforms-
Human Resources-
1. Performance Appraisal- Simplify and standardize the employee appraisal process.
2. Training Feedback- Simplify the employee feedback process for training sessions.
3. Internal Job Application- Streamline applications received from employees for internal job.
4. Interview Feedback- Help HR team to assess various aspects of interview process.
5. Employee Expense Claim- Track employee expenses and streamline reimbursements.
6. Training Request- Create training plans and improve employee productivity.
7. Employee Loan Request- Enable employees to raise loan requests or salary advance.
8. Performance Bonus- Gain accurate insights into your bonus structure.
9. Employee Feedback- Build survey forms and simplify the employee feedback.
10. New Hire Request- Manage the hiring approval chain from a single console.
11. HR Benefits Request- Deliver extensive HR benefit support to employees.
12. Employee Offboarding- Plan knowledge transfer activities to enable graceful exits.
13. Employee Onboarding- Carry out onboarding activities and keep employees engaged.
14. Access Requests- Eliminate security breaches and unauthorized access.
15. Employee Referral- Empower employees to refer acquaintances to open positions.
16. Talent Recuritment- Identify, track, and recruit exceptional talent seamlessly.
Procurement-
1. Advance Payment- Empower your team to raise requests and track invoices.
2. Purchase Request- Track and manage purchase requests and expedite approvals.
3. Vendor Registration- Optimize vendor enrolment and maintain vendor relationships.
4. Purchase Order- Make your PO processes efficient and predictable.
#Finance
1. Employee Expense Claim- Track employee expenses and streamline reimbursements.
2. Advance Payment- Empower your team to raise requests and track invoices.
3. Purchase Request- Track and manage purchase requests and expedite approvals.
4. Purchase Order- Make your PO processes efficient and predictable.
5. Travel Request- Track travel requests, gain approvals, and manage budgets.
6. Receivable- Manage accounts receivable and ensure a healthy cash flow.
7. Petty Cash Request- Track every payment and maintain petty cash records.
8. Contract Renewal- Empower your legal team to organize document reviews.
9. CapEx Request- Track CapEx approval requests and safeguard company assets.
10. Marketing Budgeting- Cut down budget preparation time and improve ROI.
11. Accounts Payable- Save costs and maintain strong vendor relationships.
12. Freelancer Payment- Seamlessly track and manage freelancer invoicing and payment.
13. Corporate Gift Request- Streamline corporate gifting and track the status of gifts.
14. Travel Reimbursement- Track travel claims from screening requests to reimbursement.
15. 1Corporate Card- Obtain a corporate card to manage business expenses.
16. Budget Transfer Request- Manage budgets and shift funds from one account to another.
#Customer Support
1. Contract Renewal- Empower your legal team to organize document reviews.
2. NDA Request- Draft organized NDA contracts without manual intervention.
3. Customer Onboarding- Help customers get set up and acquainted with your product.
4. Technical Repair- Prioritize repair requests and ensure timely fulfillment.
5. Customer Satisfaction Survey- Keep centralized track of actionable customer feedback.
6. Churn Management- Prioritize at-risk accounts and plan retention activities.
7. Customer Help Desk- Manage and resolve customer requests quickly and efficiently.
8. Concierge Service- Curate personalized experiences for your hotel guests.
9. Complaint Management- Prioritize customer complaints and resolve them quickly.