Introduction
Key Features
Our solution offers a range of features designed to simplify workflows and support your business needs. From customizable templates to detailed analytics and integrations, each feature is built to enhance efficiency and maintain seamless operations. Explore how these tools can help streamline your processes.
Request Management
Designed with a user-friendly interface, it empowers teams to effortlessly track approvals, manage tasks, and monitor status updates—all in one place. Whether you're handling complex workflows or routine approvals, our intuitive design ensures you stay in control every step of the way.
Approvals and Task Assignments
Efficiently manage workflows by assigning approvals and tasks to the right individuals or teams. Ensure clarity in responsibilities, streamline processes, and keep everything on track with seamless coordination.
Checklists
Stay organized and on track with customizable checklists that ensure no detail is overlooked. From simple tasks to complex projects, checklists drive accountability and keep your team aligned.
Contextual Comments
Keep discussions relevant and accessible by adding comments directly to work items. Share insights, track changes, and maintain transparency—all without losing focus or context.
Request Templates
Streamline your processes with fully customizable Request Templates that adapt to your business needs. From HR requests to IT support or expense reimbursements, tailor forms and workflows to match your operations seamlessly, ensuring clarity, efficiency, and consistency across every request..
Form Builder
Simplify form creation with an intuitive drag-and-drop designer. Build professional forms quickly and effortlessly, without the need for coding.
Flow Builder with Conditional Logic
Create structured approval workflows that match your process needs. With the ability to design sequential, parallel, or mixed approval paths, you can set conditions and assignments that ensure each request is handled smoothly and accurately.
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Budget and Expense Tracking with Currency Converter
Manage financial requests with ease, from mileage reimbursements to expense management. Track expenses across multiple currencies with automatic real-time FX conversions, ensuring accuracy and control in a globally connected business environment.
Reports & Analytics
Access a centralized dashboard and detailed reports to monitor key metrics and track progress effectively. With clear visualizations and structured data, you can make informed decisions and maintain control over your processes.
Permissions and Role-Based Access Control
Maintain security and streamline workflows with predefined roles: Administrator, Regular User, Manager, Viewer, and Contributor . Assign tailored permissions to ensure users only see and access what’s relevant to their role, fostering accountability and clarity.
User Groups
Groups provide a flexible way to manage collaboration and control access. Whether assigning approvals to teams or defining permissions for request templates, groups enable efficient organization and ensure the right people have the appropriate access to tools and data.
Integrations
Approvals Hub contains a feature called "Integrations" that export data to the SharePoint list. Leveraging this SharePoint list unlocks the full potential of Microsoft 365's Power Platform. Connect with third-party systems and solutions using Power Automate. Utilize Power BI for in-depth data visualization and analysis.
Datasets
Centralize your data with a powerful repository that forms the foundation of your workflows. Leverage datasets within form fields to create processes that are more dynamic, consistent, and data-driven.
Audit Log
Ensure transparency and accountability with a centralized audit log that tracks every operation—from edits to deletions. Keep a clear record of changes, empowering teams with a reliable trail for compliance and process improvement.
Email Notifications and Templates
Customize email templates for each request type to ensure clear and consistent communication. Tailor notifications to match the specifics of your request templates, keeping stakeholders informed and engaged throughout the process.
Custom Brandings
Personalize the app to match your organization's identity with Custom Branding. Easily customize the logo and color scheme to reflect your brand, ensuring a cohesive and professional look across your workflows.