Simplify Vendor Application approval using Flow template

The Vendor Application Flow 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 Application Flow 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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intro-texture Vendor Application
lines-illustrations

Pre-fill Vendor Application fields from a CRM, Spreadsheet or database records

Extract data from Vendor Application to a CRM, Spreadsheet or database

Archive Vendor Application to Google Drive, Dropbox, OneDrive and other cloud storage services

Assign recipients to fields and route the document automatically

Automate repetitive tasks in CRMs, G Suite, and other systems of record

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

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

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

  • Add additional fillable fields to Vendor Application

    Workflow document feature example Workflow document feature example

  • Embed fillable Vendor Application in your website or distribute it via a public link

    Workflow document feature example Workflow document feature example

  • Collect payments for Vendor Application

    Workflow document feature example Workflow document feature example

  • Authenticate recipients for Vendor Application

    Workflow document feature example Workflow document feature example

  • Request attachments for Vendor Application from recipients

    Workflow document feature example Workflow document feature example

  • Integrate Vendor Application with dynamic web-forms

    Workflow document feature example Workflow document feature example

  • Auto-generate documents from data in Vendor Application

    Workflow document feature example Workflow document feature example
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Documents & Forms included:
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Automate business interactions with airSlate products

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Robotic process automation
Configure no-code airSlate Bots in minutes to pre-fill or extract data, integrate into a single or multiple systems of record, automate routing and decisions, or set up reminders, and notifications. Any repetitive task can be done by an existing Bot, or we can build a new one.
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Document generation
The most powerful document generation engine with text tags, fillable fields, e-signature and roles built in, with the ability to connect to multiple data sources simultaneously without writing a single line of code.
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Accept payments
Connect to a payment gateway and accept credit cards, ACH or other forms of payment. Use no-code airSlate Bots to quickly integrate payment collection into contract negotiation, quote-creation, invoicing or accounting.
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Workflow automation
Automate routing, approvals, data collection, reporting and other workflows using no-code airSlate Bots. Configure and deploy them in minutes, no API, coding or complicated standards to learn.
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Contract negotiations
Pre-fill, generate from templates, comment, redline, track changes, approve and e-sign contracts in a single, integrated no-code business automation platform.
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Built-in e-signing
Use airSlate’s enterprise-grade e-signature to set up any multi-signature role-based workflow.
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Mobile-first web forms
Use airSlate’s drag-drop wizard to create powerful, interactive, mobile-native web forms.
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Contract management
Generate quotes, contracts, orders, and invoices while receiving payments and tracking contract execution. Automate every step of the sales and procurement process by integrating with a single platform.
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Advanced analytics
Custom analytics are as easy to set up as our no-code airSlate Bots. Create graphs and reports based on any field in a document, data value, or activity in your workspace.
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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.

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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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Yes, sure. And airSlate offers myriad options to do so. Apart from robust automation capabilities that let you Vendor Application with minimal efforts, it includes a feature-rich document editor where you can professionally edit existing documents or create one from scratch. Our solution also provides you with ready-to-use templates if you’re not sure where to start.

airSlate is a highly intuitive and easy-to-use platform that doesn’t require from you any prior tech knowledge or experience using programming languages or frameworks. If you need any assistance editing your very first document, our dedicated support team is always here to give you a helping hand. Also, before you proceed to Vendor Application , you can take advantage of our numerous learning possibilities.

Select a new Template or open an existing one in the All Templates tab on the left of your Dashboard. Upload a document or create one from scratch. Edit your document, predefine conditions for the document fields, assign roles, and add Bots to Vendor Application .

On the left-hand side of the Dashboard, select your Template. Click on the Template options in the top right corner and choose Export fields data. Pick the document within your Template, indicate the necessary details, and select the fields from which you would like to export data. Go to your email inbox and download the report in CSV format.

airSlate is an affordable no-code cloud-based solution with a holistic approach to workflow automation. The wide array of the airSlate features includes industry-compliant esignature solution, RPA, contract negotiation, and document generation solutions. With airSlate, you can fine-tune and automate virtually any business process saturated by routine and mundane tasks.

Whenever there’s a need to Vendor Application , there’s a high chance you’ll be challenged with repetitive tasks, like sending reminders, exporting and importing data from completed web forms, and creating records in CRMs. At airSlate, all these tasks can be performed by Bots.

No. You can take advantage of every integration or automation Bot to Vendor Application that airSlate offers without paying any extra fee. On top of that, you can use them as many times and for as many documents as you need.

At airSlate, we provide an extensive range of free courses (by airSlate Academy) and educational materials to make your very first experience with our platform smooth and seamless. You can enroll in the course at any time and take it on your own terms.

Security and compliance are always among our top priorities. We adhere to regulations and statutes concerning eSignature (UETA, eIDAS, eSIGN Act), (SOC 2 Type II, PCI DSS certification FERPA, CCPA, HIPAA, and GDPR). When you Vendor Application , you can be assured that your documents will be compliant and your sensitive information is kept away from the prying eyes.

Sure. You can Vendor Application and collaborate on it with your colleagues. With airSlate, you can add as many teammates as you need, manage their access level, and work better as a team on document-based workflows from one secure place.

HOW iT WORKS

How to Simplify Vendor Application approval using Flow template

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

How to Simplify Vendor Application 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
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