Simplify Vendor enrollment approval using Flow template

The Vendor enrollment Template is used by Operations departments to accelerate business processes and maintain full control over important documents while eliminating manual actions.

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Implement the Pre-Built Workflow and Enjoy the Benefits of Automation

The automated Vendor Enrollment Template simplifies the work of the operations specialists and helps close important deals without delays or data losses. With easy-to-configure Bots, Operations departments can begin automating on day one, without writing a single line of code.

Check out the benefits airSlate delivers to your team:

  1. Use professional-looking, editable templates.
  2. Set up smart reminders and notifications, so you don’t miss deadlines.
  3. Negotiate contracts with your colleagues and partners in real time.
  4. Populate documents and contracts from your data sources using the no-code Bots.
  5. Automatically archive documents to your storage when a task is completed.

Optimize internal processes and focus on critical initiatives with the business automation platform. Deploy it once and save hours of time and hassle on every workflow step.

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Save an average of 8 hours per week with an automated Vendor enrollment workflow

Spend an average of 10 minutes to complete a Vendor enrollment document

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No-code automation, integrations, configuration and distribution of Vendor enrollment

  • Add additional fillable fields to Vendor enrollment

    Workflow document feature example Workflow document feature example
  • Embed fillable Vendor enrollment in your website or distribute it via a public link

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  • Collect payments for Vendor enrollment

    Workflow document feature example Workflow document feature example
  • Authenticate recipients for Vendor enrollment

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  • Request attachments for Vendor enrollment from recipients

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  • Integrate Vendor enrollment with dynamic web-forms

    Workflow document feature example Workflow document feature example
  • Auto-generate documents from data in Vendor enrollment

    Workflow document feature example Workflow document feature example
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Automate business interactions with airSlate products

Deploy any business process with an all-in-one no-code automation platform.

No-code Bot automation for any workflow

Automate multi-step workflows with ready-to-use Bots, from document routing and notifications to generating documents pre-filled with CRM data.
Automation bots
Automate every step of your workflow: reminders and notifications, document population with data from other documents, assigning permissions, archiving and more.
Integration bots
Go beyond airSlate and make the CRMs and services that you already use a part of your automated workflows. Expand automation to third-party services without the need to code or pay for API integration.

Top-notch security and compliance

Stay up to date with industry-leading security standards to protect your sensitive information
Learn more about security
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PCI DSS certification
Payment Card Industry Data Security Standard
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SOC 2 Type II Certified
System and Organization Controls (Type Ⅱ)
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GDPR compliance
General Data Protection Regulation
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HIPAA compliance
Health Insurance Portability and Accountability Act

Check out the airSlate Academy

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Take routine out of your company processes with a more streamlined vendor enrollment template

In today’s world of business, it’s becoming more difficult for businesses to cope with dozens of activities and unprocessed documents that just keep piling up. Getting new staff members on board is not really an alternative taking into consideration the “new reality” we need to live in. The good news is, there is a solution.
airSlate offers another strategy for handling company operations. It features a variety of automation instruments effective enough to take over the routine part of the daily activities present in all businesses.
Figure out how to systemize vendor enrollment template quickly using this simple walkthrough.

How to set up the vendor enrollment template with airSlate:

  1. If you’re new to automation, make sure to look around the website, check use cases, or take free training.
  2. Create an account or log in to an existing one.
  3. Build a Workspace - your collaborative environment for configuring workflows.
  4. From the All Templates tab, choose a new Template or open an existing one.
  5. Upload a file or draft one from scratch using the document editor.
  6. To discover a set of documents relevant to the needed workflow, go to the templates library.
  7. Modify the document(s), configure conditions for the document fields, assign execution roles, and add Bots to speed up the routine tasks within the Template.
  8. You can also begin with the pre-set vendor enrollment template by finding it within the library.
Streamlining and increasing the vendor enrollment template has never been simpler. Give it a try yourself and start enhancing your company workflows from today.

Questions & answers

Here is a list of the most common customer questions. If you can t find an answer to your question, please don't hesitate to each out to us.
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HOW iT WORKS

How to Simplify Vendor enrollment approval using Flow template

Watch our quick user guide video and learn how to use the Simplify Vendor enrollment approval using Flow template. Our instructions show how to automate, sync, and streamline document workflows without coding.

How to Simplify Vendor enrollment approval using Flow template

hi my name is nick and today i'm going to show you guys how you can create a microsoft form and with the data that you captured there send it into microsoft planner and which will then integrate into your microsoft outlook calendar and this is incredibly useful if you're going to create a form for let's say holiday requests and put that into an approval flow and capture all that information into something like microsoft planner and then obviously see all of your holidays um from various different colleagues around the business inside your microsoft outlook calendar so incredibly useful from those kind of functionality and guys if you find this useful then definitely do go ahead and click the like button and consider subscribing to the channel it really means a lot and i'll keep you informed of all the other updates uh videos that we have going on on the channel and with that said let's jump on over to the desktop and i'll roll you through just how to do this okay so the first thing we want to do is just head over to from we're going to need to load up a couple of different applications so the first thing we're going to do is check down this app bar just here and see if we can locate microsoft power automate um if not we can click on the more options at the top here in expand and what we want is power automate forms and planner these are the three that we're going to start with okay so i'm going to just right click on power automate open that in a new tab that's going to take me to power automate i'm going to hook back over to office here right click on forms open forms and then i'm going to come back again and right click on planner and open um planner in a new tab as well so the first thing that we're going to want to do is actually go to microsoft forms and we're going to think the first thing that we need to do is create that form to capture those holiday requests so i'm going to click on new form and i'm going to just call this uh holiday request okay and click add new and first thing i'm going to do is call it a text field and i want the first name okay and then i'll make sure that's required i'm going to click on another free text field here and i'm going to call this last name okay and that's obviously required as well i'll then go ahead and add another um option this time i'm going to go with a date and i'm going to call this one um start date and it's obviously required i'm going ahead and add another date field and this time it'll be end date okay and it's obviously required so we have a series