Vendor Contract Approvals Course


Vendor Contract Approvals Course

Working with new vendors remains a challenge for companies striving to build strong partnerships, ensure security, and purchase high-end goods and services. In this course, you will learn how to automate the approval and onboarding of new vendors, organize procurement processes effectively, and simplify payments.

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About this course:

Learn how to customize documents and forms with pre-filled information, sign contracts on time, and process payments in seconds. You will learn how to automatically route and store documents in CRMs, a company database, Google Drive or Dropbox, using integration Bots.

By the end of this course, you will know how to create and assign roles for recipients, automatically archive forms and documents, integrate with CRMs, and configure notifications and reminders.

What does this course cover?

This course demonstrates the effectiveness of business process automation. It describes how to automate vendor contract approvals with airSlate automation Bots, reusable templates, and how to set up role-based access. The course explains how to improve collaboration with your employees, eliminate human error, and accelerate payments.

Why was this course made?

The course was created to demonstrate how businesses can optimize vendor contract approvals and accelerate an entire procurement process with airSlate business process automation.

Who can enroll?

We recommend this course to all users who want to build practical knowledge for automating a vendor contract approvals workflow

The materials of this course include:

  • learning resources to teach you how to automate a vendor contract approvals workflow in practice.
  • practice sessions so you can consolidate learning through practical application.

What you will learn:

How to increase accuracy during data entry and keep information secure
How to configure different Bot categories to automate actions with documents
How to process payments in minutes
How to add fillable fields to documents and assign roles to recipients
How to improve collaboration by customizing instant notifications and reminders
How to automatically route and store documents using integration Bots
Duration 3 hours
Certificate A verified certificate is included
Subject Vendor contract approvals workflow
Level Advanced
Language English
Price FREE

Earn a verified certificate to demonstrate the skills you gain

Verified by airSlate
Receive an airSlate-issued certificate with the airSlate logo to verify your achievement and expand your career prospects.
Shareable on social media
Post your certificate on LinkedIn or add it directly to your CV.

Achieve your career goals with airSlate’s advanced certification programs

Automation Architect
Learn how to make any process in your workflow run like clockwork. Automate each step using Bots and triggers and perform integrations with popular CRMs like Salesforce or MS Dynamics 365.
Business Process Analyst
Identify which processes in your workflow can be automated. Learn key metrics to propel your business forward and increase your return on investment (ROI).
Custom Bot Developer
Learn how to design and develop airSlate Bots — a powerful robotic process automation tool that can be customized using airSlate.
See the certificate sample

Become an airSlate Partner

Students who complete the airSlate Business Process Analyst certification program are welcome to become airSlate partners. Doing so can jump-start a career in business automation consulting and/or business analysis.

Learn more about airSlate partnership benefits

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The contract approval process and the growth of automation

As an integral part of a company’s activity, the contract approval process when poorly managed leads to great losses in profit, credibility, and reliability.

Even if you feel that your current process has been and is successful, the situation can change and drastically affect your business.

Automation is taking hold of the future and along with it the way you’re used to working with vendors. Instead of filling out papers or looking for the right document, you can spend that valuable time on more important tasks; looking for a more suitable supplier or researching the market. In short, mastering the automation process is something that every business needs to do soon. As you continue to read, you’ll learn all about business process automation (BPA) and how it helps improve contract management.

Where to learn more about contract workflow automation

Before you start transforming workflows, dot your i’s and cross your t’s: Automation is an advanced tool for your business that needs proper implementation. Therefore, to get the most out of it, we advise you to take and complete the airSlate Academy’s Vendor Contract Approval course.

The course is focused on teaching you how to reduce the costs and time it takes to complete your procurement process’s lifecycle, eliminate bottlenecks in the contract workflow and prevent errors associated with data entry. Expanding your knowledge with free online courses can save you a lot of headache connected to lost documents, invoice fraud, and much more. Master new solutions like no-code robotic process automation (RPA), e-signature and document generation.

Anyone interested in understanding every step of a fully automated contract approval Flow should sign up and take the course. Get everything you need to know from setting up Bots to inviting participants to collaborate.

What can you get from the Academy?

Unlike other training courses, the academy combines theoretical and practical knowledge. Creating an airSlate account grants you full access to necessary documents, exporting tools, and the ability to negotiate with Flow participants in real time.

The Academy introduces you to all airSlate’s features and teaches you how to properly implement them into your working processes. You’ll learn how to stay up-to-date with changes in your workflow by setting up automated email notifications: give the tedious work to Bots and eliminate manual reminding. Moreover, the course goes over how to integrate the process into any third-party system, e.g., CRM/ERP, without writing a single line of code and how to generate a document by clicking one button.

The course includes a short quiz to reinforce the knowledge you picked up and evaluate your performance. Take the course as many times as you need to fully understand it. Spending at least 30 minutes a day completing this course will get you your certificate in just one week. Transform Vendor Contract Approvals into a flawless procurement process.

How does airSlate define a flawless contract management workflow?

Take a look below and get clear insight into what a smooth working process looks like with airSlate automation in full deployment.

  • A new vendor fills out a registration form.
  • The data is automatically saved in the CRM and ERP systems.
  • The procurement manager then sends the pre-filled contract with the vendor’s data from the registration form to the vendor for signing.
  • Then both parties negotiate in real time right in the document Slate.
  • Once there’s an agreement the vendor e-signs.
  • The Chief Operation Officer receives an email notification that all stages have been completed and that they need to e-sign as well.
  • After payment has been received and the payment process from has been completed everything including the contract are automatically stored in the CRM.

airSlate makes collaborating with suppliers straightforward for everyone. If set up correctly, the process runs like clockwork. With great workflow automation software, you get a seamless contract approval process.

After completing the course, you’ll receive a certificate and, most importantly, skills on how to turn the contract approval process into a multi-level, accurate and reliable automation workflow. If you’re interested in helping your current team innovate or even interested in future career perspectives in automation architecture, enroll for free.

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