Learn how to automate your approvals and transform your business.
With BoloForms' intuitive & simple interface, you can easily enhance your approval workflow, add new approvers, send PDFs & set up tailored emails, and much more. In just a few clicks, you can create the ideal workflow for your business!
Utilize Approve & Sign to collect e-signatures and other approval actions from your colleagues.Try for Free
Level up your approval flow with advanced settings options.
Simplify your document signing process by automatically requesting electronic signatures for your documents, such as contracts, purchase orders, or invoices.
In the event that a form entry is lacking essential information, approvers can effortlessly request the form filler the required information right inside the BoloForms Dashboard.
Send notification emails tailored to the specific stages of your approval process.
Send automated reminder emails everyday or manually to approval workflow participants to remind them of their tasks.
Let each person filling out your form assign their submission to a specific approver. Users can type the email address field on the form, ensuring that each submission goes to the right approver without requiring any extra work on the backend.
Create custom CSV reports to track and summarize your approval history. It’s an easy way to view and document all of the actions taken throughout the approval process.
Make sure your tasks are forwarded to the right people with custom approval flow conditions.
Conditionally route requests to the right approver with our if-else feature. For example, if an expense request over $500 is approved by a finance specialist, you can forward it to your finance manager automatically.
Multiple people have permissions to approve a request and if any one of them approves the request, it is sent to the next step.
Track your approval flows in multiple ways on any device. Complete tasts via email, BoloForms Dashboard, and WhatsApp.
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