[Video] Install and Modify a PO Template

purchase-order-videoPurchase Order Approval is a very routine day-to-day workflows. Many customers choose Live Forms to digitize this workflows.

Starting with one of our pre-built templates, you can easily customize it to create your own fully electronic, mobile-capable and business-ready PO in very little time. You won’t need expensive and hard-to-find skills like iOS/Android app development or HTML5/CSS3 expertise to create a beautiful, electronic app that just works on all devices.

At frevvo, we just digitized a completely customized Purchase Order approval workflow for a University customer in 45 man-hours.

Watch this short (7 min) video to quickly see how. We’ll show how to:

  • Install a pre-built PO workflow template with a single click.
  • Modify it to meet business requirements (we’ll add a Finance step).
  • Run it in frevvo’s Cloud.

Hundreds of customers are already benefiting. Why not give it a whirl? Sign up for a free trial and see for yourself. It takes 30 seconds, and you can install a template and try it out instantly.

[Webinar] 45m to automate PO approvals

roiPurchase Order Approval is one of the most common day-to-day workflows. Many customers choose Live Forms to digitize this workflow and quickly see positive ROI.

Join us on this webinar where we’ll show you how to:

  • Install a PO template with a single click.
  • Run the template.
  • Edit the template and modify it.
  • Add users & roles for routing.
  • Add the workflow to a portal and use it on multiple devices.

Webinar Details
Date: Tuesday, Mar 21, 2017
Time: 1.30 PM EST
Duration: 45 minutes (including Q&A)

Register Now

[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] Accounting & Financial Process Automation

cfo-concerns

In a previous article we talked about how senior finance executives at companies are optimistic about the U.S. economy (56%) and about their own company’s performance (69%). But, they’re concerned about inefficiencies and willing to invest in technology to improve performance.

The fact is that even routine, day-to-day processes such as vendor invoices, purchase orders, and expense reports take an exorbitant amount of time if done manually. Our infographics and other blog articles discuss how frevvo’s affordable, cloud-based workflow products for financial process automation can improve efficiencies in these areas. We’ve also created a short (2 min) video below to show you the benefits of using frevvo for financial process automation.

Interested in learning more? Visit our website to and see how customers are already using frevvo’s public and private cloud solutions to transform their financial processes.

[Video] Purchase Order Workflow Template

Many of our customers choose frevvo to automate their accounting/finance workflows. Getting a PO internally approved and then signed by the Client is a common use case. PO-Video

We’ve created this short (7m) 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 automating your own Purchase Order workflow in less than 10 minutes. You can also view the documentation for this template.

Send a Purchase Order for signature

The core of a purchase order workflow is filling out a form and getting it signed by your customer. Yet, in most cases, it’s unnecessarily painful. Someone fills out a PDF or Word document or an Excel spreadsheet. If internal approval is needed, that usually means print and sign. Then it’s e-mailed or faxed to the customer who goes through the same print, sign and fax back.

With frevvo, it’s easy and automated.

  1. Create the PO electronically, enter your customer’s email address and Send the Order.
  2. The customer will get an email with a link to the PO. Click it on any device and up comes the PO.
  3. Review it, sign right then there and send it back.
  4. frevvo will send a copy of the signed PDF to you as well as the customer by email.

That’s literally all there is to it. Check out this video – it’s just 70 seconds long. Want to try it for yourself? Workflows require an authenticated user but it’s easy – click here to sign up for a free cloud account and we’ll help you set this up in no time.

How easy is it to create signature forms? Simply drag and drop the Signature control into your form. You can also create digitally signed sections. When the user clicks to digitally signed, the same box pops up and he/she can sign using a touch screen or mouse.

Drag & Drop signature control

Simple, easy and affordable approval workflows with frevvo. Visit our web site for more examples or contact us to learn more.