by Vidya Tiwari
January 20, 2023
As a small business owner, I wear many hats, including managing various vendors and employees who submit requests for reimbursements, leave, and cash allowances. With a growing number of employees, managing these requests can quickly become overwhelming, which is why I was excited to discover BoloForms.
BoloForms' dynamic recipients feature and lookup table functionality have been a game-changer for our small business, helping us automate our approval processes and streamline our operations. Here are some of the ways BoloForms has helped us:
Dynamic recipients feature: With BoloForms' dynamic recipients feature, we can now ask users to fill in relevant information such as their department, manager's name, or project code, and BoloForms will automatically send the approval request to the right person. This has helped us eliminate any confusion or delays in the approval process, and it has ensured that each request is routed to the appropriate approver.
Lookup table functionality: Another challenge we faced was the need to have a centralized repository of email IDs for all our vendors and employees who need to request approvals. With BoloForms' lookup table functionality, we can now create a spreadsheet that lists all the departments, projects, or vendors and their corresponding email IDs. BoloForms automatically looks up the email of the approver based on the information provided by the requester, ensuring that the approval request goes to the correct person.
Customizable forms and workflows: With BoloForms' simple form builder and the ability to connect to complex workflow logics, we can create custom forms and workflows that meet our specific needs and requirements. This has helped us streamline our approval processes and improve our team's productivity and engagement.
Real-time tracking and reporting: BoloForms' real-time tracking and reporting have made it easy for us to monitor our approval processes, identify bottlenecks, and optimize our workflows. With BoloForms, we can generate reports and analytics on our workflows, which has helped us improve our processes and make data-driven decisions.
Overall, BoloForms has been a fantastic tool for our small business, and we're so glad we found it. The dynamic recipients feature and lookup table functionality have made it easy for us to streamline our approval processes and ensure smooth communication and collaboration with our vendors and employees. We would highly recommend BoloForms to any small business looking to automate their approval processes and improve their operations.
Vidya Tiwari is the Content Marketing Manager at BoloForms, a startup that provides powerful, yet simple, form-based approval building solutions. With a flair for creating content that resonates with readers and sparks engagement, Vidya has written for a range of audiences, from small businesses to enterprise-level organizations. She excels at creating engaging content for various audiences and enjoys reading, cooking, yoga, hiking, and volunteering. You can connect with her through her contact
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