Expense and purchase approvals
Collect requests, route them for review and keep supporting records connected.
- Capture the request and supporting details in a form.
- Apply the relevant approval route.
- Review status and spending records in a report.
Business processes you can configure.
These examples show how forms, workflows and reports can work together. The final application depends on your process and configuration.
Employee and office requests
Give leave, supply requests and meeting reservations a consistent place to start.
- Collect the information the request needs.
- Send approvals to designated people.
- Track submitted requests and their status.
Sales leads and follow-up
Keep lead records and follow-up notes organized as opportunities move through your process.
- Capture leads in a shared form.
- Record ownership, follow-up notes and opportunity status.
- Review the pipeline in configurable reports.
Purchasing and supplier records
Organize supplier information and purchase requests so teams can review related records together.
- Maintain supplier and purchase information in connected forms.
- Apply approval steps to requests.
- Summarize activity in reports.
Equipment checks and work records
Use structured forms for equipment requests and recurring checks.
- Collect equipment or maintenance request details.
- Assign the relevant workflow steps.
- Use schedules and reports to review recurring work.