Features

FEATURES

Discover how BoloForms Approvals works.

Learn how to automate your approvals and transform your business.

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User-Friendly Approval Builder

Easy-to-Use Builder

User-Friendly Approval Builder

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!

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Select the Optimal Approval Approach for Your Requirements

Utilize Approve & Sign to collect e-signatures and other approval actions from your colleagues.

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Approval process
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Advanced Approval Settings

Level up your approval flow with advanced settings options.

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E-Signature

E-Signature

Request e-Signature

Simplify your document signing process by automatically requesting electronic signatures for your documents, such as contracts, purchase orders, or invoices.

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Request more information

Requests

Request more information

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.

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Customization & Automation

Customization & Automation

Send Customized Notification Emails

Send notification emails tailored to the specific stages of your approval process.

Send reminder emails

Send automated reminder emails everyday or manually to approval workflow participants to remind them of their tasks.

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Dynamic Email

Dynamic Email

Dynamic approvals

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.

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Export Reports

Reports

Download Approval Reports

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.

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Set up advanced conditional logic

Make sure your tasks are forwarded to the right people with custom approval flow conditions.

Conditional Logic

Conditional Logic

Use if-else 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.

Add multiple approvers

Multiple people have permissions to approve a request and if any one of them approves the request, it is sent to the next step.

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Process Management

Process Management

Track & Manage Processes

Track your approval flows in multiple ways on any device. Complete tasts via email, BoloForms Dashboard, and WhatsApp.

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Create automated approval flows with BoloForms