[Video] Purchase Order Demo

purchase-order-videoPurchase Order Approval is one of the most common day-to-day workflows.Many customers choose Live Forms to digitize this and other routine workflows. Automating purchase order approvals is easy and provides several benefits:

  • Pre-filled forms and automatic calculations eliminate errors & omissions.
  • Workflows are conditionally routed based on business requirements.
  • Purchase Orders are approved and completed on-time.

Watch this short (3 min) video to quickly see how digitizing this routine workflow with frevvo can help save you time & money.

[Video] Travel Authorization Demo

travelTravel Authorization & Reimbursement is one of the most common day-to-day workflows. Many customers choose Live Forms to digitize this and other routine workflows. With Live Forms, automating this workflow is easy and provides several benefits:

  • Employee information is automatically filled in, and calculations are automatically performed.
  • Form data is validated. As a result, errors and omissions are eliminated.
  • E-signatures and built-in mobile means approvals can happen anytime, anywhere and from any device.

Watch this short (4 min) video to quickly see how digitizing this routine workflow with frevvo can help save you time & money.

[Workflow Template] Travel Authorization and Reimbursement

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8.5m video. Create your own fully functional travel authorization & reimbursement workflow

Travel Authorization and Reimbursement is a common workflow that’s used by employees to request authorization for expenses prior to travel and t
hen to reconcile actual expenses before submitting for payment. If actual expenses exceed estimated expenses, the workflow will obtain additional approval. Finally, the workflow routes to the Finance Department for payment.

We’ve created this short (8.5m) video to help you install, configure and try out this template. We know that it’s one of our most frequently downloaded workflow templates.

Click on the image to view the video and see how you can start with a pre-built template and have a fully-functional travel authorization workflow in less than 15 minutes. You can also view the documentation for this template.

[Video] Employee On-Boarding Demo

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Employee On-Boarding with frevvo Live Forms (3m video)

Employee On-Boarding is one of the most common day-to-day workflows. Many customers choose Live Forms for this and other HR workflows. With Live Forms, automating this workflow is easy and provides several benefits:

  • New employees only need to provide information once.
  • Errors and omissions are eliminated.
  • Required PDF documents like Federal and State W-4s are automatically generated.

Watch this short (3 min) video to quickly see how digitizing this routine workflow with frevvo can help save you time & money.

[Video] frevvo + Confluence for collaboration

Customers use Atlassian’s Confluence to increase collaboration, reduce time spent in meetings and email. Many of them combine Confluence with frevvo to automate routine day-to-day tasks like vacation requests, purchase requisitions, sales orders, employee on-boarding, and patient referrals. These are just forms (often paper or PDF or Excel) that are filled out every day and routed around to others for signatures, comments and approvals (email or hand-delivery).

Our infographics and other blog articles discuss how frevvo’s affordable, cloud-based workflow products work with Confluence and improve collaboration and business agility. We’ve also created a short (2 min) video below to show you the benefits of combining the two.

Interested in learning more? Visit our website to and see how customers are using frevvo today to improve efficiency and productivity.

[Infographic] frevvo + Confluence

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Atlassian’s Confluence is a wiki used by 1000s of companies to connect people with the content and co-workers they need to get their jobs done, faster. Customers use Confluence to increase collaboration, reduce time spent in meetings and email.

But, a big part of people’s day-to-day work is things like completing routine time sheets, job applications, expense reports, vacation requests, purchase requisitions, sales orders, employee on-boarding, patient referrals and the like. These are just forms (often paper or PDF or Excel) that are filled out every day and routed around to others for signatures, comments and approvals (email or hand-delivery).

These routine tasks end up wasting a lot of time. From chasing down colleagues and bosses for signatures to misunderstood and poorly defined processes to lack of 24×7 access on all devices, these tasks can be an expensive proposition.

That’s where frevvo comes in. Check out this new infographic on how combining frevvo & Confluence can help solve real business problems quickly and effectively.

We provide an Add-On for Confluence that lets you add forms, workflows and the associated task lists to Confluence. Users then simply logon to Confluence, go to the appropriate Confluence page, fill out the form that’s embedded on that page and Submit. frevvo will route as required, send notifications to the appropriate people and remind them if necessary. When the next person in the workflow needs to act on the request, he/she can approve/comment/reject directly in Confluence.

It’s as easy as that. It’s 2016! There’s simply no excuse for outdated, manual systems that cause delays, result in unhappy employees and wasted time and money.

Learn more by visiting our website. Explore some of the examples, read customer success stories and contact us for more details.

frevvo for Confluence – Part 4. Create/Update Confluence Pages

In Part 3 of this series, we looked at how you can create a form or workflow and accumulate submissions on a Confluence page.

But, customers often want to create and update Confluence pages from frevvo forms for structured content. An example is an application to manage client contact information.

Let’s say you want to create a Confluence page for each client. The Confluence rich text editor is one way to manage these pages. But, it’s hard to keep the pages consistent, eliminate errors and enforce business constraints with the Confluence editor. That’s where frevvo comes in.

Instead of creating/updating these pages using Confluence’s editor, you can use a form. The form enforces structure, business rules, validation etc. When the form is submitted, frevvo will generate a Confluence page for the client; the page can be named using data from the form (e.g. client name).

frevvo can also generate an Edit link on the page. When clicked, it takes you back to the form pre-filled with the client data. You can edit the data and submit. frevvo will then update the client page with the updated data.

With Live Forms for Confluence, anyone can do it. See how easy it is in this 4.5m video.