Please rotate your device.

[Recorded Webinar] How to Automate Your Purchase Order Workflows in Days

Organizations of all sizes use a purchase order process for expense management. However, the process is often manual (paper- or email-based) and, as a result, it's disorganized and inefficient. In this webinar, we show you how easy it is to install a pre-built template and customize it to create your own automated purchase order workflow.

In the webinar, we covered the following topics:

  • Building a Purchase Order Form: We installed a template with a pre-built form and used the drag-and-drop form designer to customize it. The form has tables, electronic signatures, attachments and other features.
  • Routing for Approvals: We demonstrated how to route the purchase order form either for approval or for corrections. Understand how to route a purchase order to stakeholders or apply escalation logic as needed.
  • Securing Workflow: Safeguarding sensitive and important data is very much important. We showed how to control the workflow, set permissions, passwords and access control to protect sensitive data.

We value your privacy and want you to clearly understand the control you have over your information on all frevvo.com sites. This website uses cookies to personalize content and to analyze traffic. By using our website, you consent to our use of cookies. Please refer to our updated Privacy Policy effective May 25, 2018.

Accept and Dismiss