Free Workflow Automation Templates for Every Process

Purchase Order Process - Conditional Routing with SQL

PO with SQL integration routes conditionally

This purchase order process integrates with SQL to pull in customer information as well as product description and MSRP. With built-in automatic calculations, manual data entry and errors are eliminated. Users can also sign electronically and upload attachments for supporting documentation. The process will work automatically on all mobile devices. If the discount provided exceeds a certain threshold (e.g. 15%), the process enforces additional approval by the VP.

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Purchase Order Process - Conditional Routing

Conditional Purchase Order Process routes for signatures

Conditional routing is a frequent Purchase Order process requirement. In this case, the employee fills in the form and his/her manager must first approve. However, once that approval is secured, further approval may be needed from a VP but only under certain conditions (e.g. Amount > $10,000). This template also includes a dynamic purchase order form. As before, calculations are performed automatically, the form can be electronically signed, employee information is pre-filled where possible etc. After the workflow completes, it generates a PDF and emails to the requesting employee.

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New Employee Onboarding: Generate W-4 & I-9

This onboarding workflow collects employee information, personal allowances, employment eligibility and an online signature once and generates Federal W-4 and I-9 documents. The new employee can review the generated PDF documents online before sending them off to HR for review. After everyone has approved, the workflow emails a PDF of the documents to the employee.

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Basic Invoice Approval Process

This invoice approval process allows an employee to electronically obtain approval for payment of one or more invoices. It routes to a manager for approval and to Finance for payment. It pulls employee information from a backend system, performs calculations automatically, validates dates and other fields, allows attachments and electronic signatures. At the end, it will email you a PDF of the completed invoice approval.

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Conditional Invoice Approval Process

This invoice approval process allows an employee to electronically obtain approval for payment of one or more invoices. It routes first to the manager for approval, and then to the VP but only if the amount exceeds $10,000. Finally, it forwards to Finance for payment. It pulls employee information from a backend system, performs calculations automatically, validates dates and other fields, allows attachments and electronic signatures. At the end, it will email you a PDF of the completed invoice approval.

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Basic Travel Request Process

This travel request form allows an employee to enter estimated expenses and business justification prior to travel and get it signed and approved by a manager / department head before routing to Finance. The form also pulls employee information from a backend system, performs calculations automatically, validates dates and other fields, allows attachments and electronic signatures. At the end, it will email you a PDF of the completed process.

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Business Expense Reimbursement Form

This is an online form and approval process that looks similar to an Excel spreadsheet you might use. It automatically categorizes expenses making it easier for Finance to manage. All calculations such as subtotals and grand total are performed automatically, employee fields are auto-populated and it's easy to attach receipts. On mobile devices, the receipt can also be attached by taking a photo. The form also validates all fields to eliminate errors and can be signed electronically.

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Time Off Request Process - Conditional Routing

Conditional Time Off Request Approval Process

This is a typical vacation request process. The online form pre-fills information, validates automatically, has dynamic behavior and is signed digitally. The system automatically routes it to the correct manager but, this time, if the number of vacation days is more than 5, it is routed to a VP for additional approval. All this happens automatically without the employee needing to manually email, track or chase down signatures. Once completed, the relevant documents are e-mailed to the requesting employee.

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Sales Order Process with Conditional Routing

Conditional Order Approval Process

This sales order process includes an order form with a table for line items, automatic calculations for subtotals and the grand total, validation of form fields etc. It's filled in by a salesperson and then routes electronically to a manager for approval. If the discount is 20% or higher, it routes to the VP otherwise the VP step is skipped. The order is finally sent to the client for authorization.

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View Existing Customer Orders (SQL)

Sometimes, you need to go back and look at existing orders for a particular customer. This form first sets up a pick list of customers by retrieving the list from SQL. When you pick a customer, it retrieves orders for that customer. When you pick an order, the line items for that order are dynamically pulled from SQL and populated in the form. The best part is – using our powerful database connector, you don't need programming.

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View Dynamic Customer Info (SQL)

Master-Detail views are a very common business requirement. Enter a customer name, pull back detail information. Select an employee, retrieve first and last names, email and SSN. The detail information is often stored in a SQL database table and it can be easily retrieved using the proper SQL query. Using frevvo's database connector, it's a piece of cake.

This form first initializes a pick list with a list of customers from SQL. When you pick a customer, it runs a SQL query to pull back detail information and automatically initializes relevant form fields. It's easy and there's no programming required.

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General Consent Form Uploads to Google Drive

General Consent Form Uploads PDFs to Google Drive

This is a general consent form for a school district available in both English and Spanish. The form includes digital signatures so there's no need to print and sign. Consent PDFs are created in both languages so parents can use either one. After submission, the generated PDFs are uploaded to Google Drive and you can view them.

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Consent Form for Participation in Sports Activities

This is a risk acknowledgement and consent form that parents can electronically sign to allow their children to participate in sports activities. Parents and athletes must acknowledge that they have read athletic rules, understand the associated risks and give consent for emergency medical treatment.

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Permission Form to use Google for Education

Technology use in U.S. school districts is governed by several Federal laws such as COPPA, FERPA etc. As a result, schools must obtain parental consent before assigning a child a Google Apps for Education account. Using this consent form, a parent/guardian can fill in and sign electronically on any device to give permission.

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Consent Form for Participation in Sports Activities

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Multi-page Emergency Contact Forms

This is an emergency contact form for a school. It breaks up the form into multiple pages so that it's easier to complete. It walks parents/guardians step by step through multiple screens collecting needed emergency contact information along the way. It can be used to collect parent/guardian contact information, release authorization to specific individuals, as well as doctor and medical information. Repeating elements keep the form short and users can dynamically add more contacts as required. E-signatures eliminate paper and the form is emailed to the school with a copy to parents.

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Multi-language Emergency Contact form

Organizations such as a large school district often have constituents whose native language is not English. If forms are available in multiple languages, they're easier for parents to fill out and you're more likely to end up with accurate emergency contact information. PDF generation in multiple languages ensures that staff can also choose any language.

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Multi-Language General Consent Form

This is a general consent form for a K-12 school district in multiple languages. A parent or guardian can provide consent for media, directory listing, and health screenings by signing the form electronically. Parents can choose either English or Spanish to provide information. frevvo supports all languages worldwide.

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