With BoloForms you can do everything below, without any limits, completely for FREE: -> Create a unlimited forms to capture, store, analyze and track information requiring approval. -> Assign recipients different actions which they can perform in the workflow(Approval, Notification, Sign and Approve, Send PDF). -> Specify routing conditions (for example, send a a approval request to approver only if a certain condition is met). -> Set-up Auto Approvals based on Conditions (e.g If a value in a field is graterthan, less than, equal to a set value the request will be Auto Approved) -> Auto-submit form requests to approvers automatically when a form is submitted. -> Manage forms, track requests, and view form submission data from one place. -> Set up accountability in approvals workflows with Sign and Approve. -> Integrate with work essential software like Notion, Monday, Xero, Airtable, Google Sheets This is one of the Google Forms™ add ons that provides superpowers to your Google Forms™. It is designed to instantly turn your Google Forms™ into approval systems, workflows, pdf generation and publishing & have a birds-eye view of all the processes running in the organisation. This add-on integrates seamlessly with the Google Forms™ editor and displays the approvals/rejections or the status of the process which you can link to Google Sheets! An easy to use and 100% Free alternative to Performflow and Form Approvals. ➡️ ➡️ ➡️ KEY FEATURES (APPROVALS FOR GOOGLE FORMS™) ⬅️ ⬅️ ⬅️ 1) Single approval workflows. Here, a manager can create a simple google form for an approval process that they want. Now, they have to open Bolo and turn the google form into an approval workflow and share the link of Bolo Approvals to their applicants. The applicants can fill the form, the manager gets a request via email for every approval that comes through, they approve or reject the application and the recipients are further notified of the status of their application via an email. A detailed view of all the statuses of applications and their links are show in the google sheet attached to their form. 2) Multi-level workflows Easily create a Multi Level workflow by going into the approval flow page and click on "Add Static/Dynamic Participants" and add emails of the receipients, save when you are done! 3) Email notifications Notify Approvers on email for Approval Requests. | Enable the Send PDF Notification to Respondent to Notify Respondent on Submission and Approval of Request. 4) Audit Ready Approvals Automate approval workflow like invoice with form approvals & convert Form to PDF via our Form Publisher. 5) Form Publisher & Approvals Flow BoloForms is an all-in-one add-on that lets you automate approval workflow with requests (e.g. Purchase request). Plus, publish Forms to PDF & send to others. 6) Auto Approve Add conditional statement to automatically approve a particular form submission.(e.g If a value in a field is graterthan, less than, equal to a set value the request will be Auto Approved) 7) Multiple Approvers Select more than one approvers, any one of the approvers can approve the request for it to be considered approved. 8) Send PDF Send PDF notifications in the email to approvers, other stakeholders inside the organization. 9) Multiple collaborators Add multiple collaborators with different roles (Owner, Collabarator, Approver Requester) to your account so that multiple stakeholders from the company can use your BoloForms Approvals Dashboard. 10) Custom Branding Brand your BoloForms Approvals PDF and the emails being sent according to your organization logo and name. Simplify all the processes your organisation needs using BoloForms’ Approvals. -------------------------------------------------------------------------------------------------------------------------- ➡️ ➡️ ➡️ TROUBLESHOOTING ⬅️ ⬅️ ⬅️ 1. Only the "Help" menu item does show up! This is an issue that can be caused sometimes from Google’s™ end due to low internet connectivity. You can try reloading the page, all menu items will show up. 2. The error message "drive.google.com refuses to connect" shows up within the sidebar. This also could happen if multiple users are logged in within the browser. Solution 1- Just log out with all users, except the one which should be used to work with the addon. Solution 2- Use a different browser or the incognito mode. 3. The sidebar is completely blank The cause for this error message is that multiple users are logged in within the browser. Solution 1- Just log out with all users, except the one which should be used to work with the addon. Solution 2- Use a different browser or the incognito mode. ➡️ ➡️ ➡️ USEFUL LINKS ⬅️ ⬅️ ⬅️ Email Support-
[email protected] —--------------------------------------------------------------------------------------------------------------------------------- Following are the examples of the processes that you can simplify using BoloForms- # Human Resources- 1. Performance Appraisal- Simplify and standardize the employee appraisal process. 2. Training Feedback- Simplify the employee feedback process for training sessions. 3. Internal Job Application- Streamline applications received from employees for internal job. 4. Interview Feedback- Help HR team to assess various aspects of interview process. 5. Employee Expense Claim- Track employee expenses and streamline reimbursements. 6. Training Request- Create training plans and improve employee productivity. 7. Employee Loan Request- Enable employees to raise loan requests or salary advance. 8. Performance Bonus- Gain accurate insights into your bonus structure. 9. Employee Feedback- Build survey forms and simplify the employee feedback. 10. New Hire Request- Manage the hiring approval chain from a single console. 11. HR Benefits Request- Deliver extensive HR benefit support to employees. 12. Employee Offboarding- Plan knowledge transfer activities to enable graceful exits. 13. Employee Onboarding- Carry out onboarding activities and keep employees engaged. 14. Access Requests- Eliminate security breaches and unauthorized access. 15. Employee Referral- Empower employees to refer acquaintances to open positions. 16. Talent Recruitment- Identify, track, and recruit exceptional talent seamlessly. # Procurement- 1. Advance Payment- Empower your team to raise requests and track invoices. 2. Purchase Request- Track and manage purchase requests and expedite approvals. 3. Vendor Registration- Optimise vendor enrolment and maintain vendor relationships. 4. Purchase Order- Make your PO processes efficient and predictable. #Finance 1. Employee Expense Claim- Track employee expenses and streamline reimbursements. 2. Advance Payment- Empower your team to raise requests and track invoices. 3. Purchase Request- Track and manage purchase requests and expedite approvals. 4. Purchase Order- Make your PO processes efficient and predictable. 5. Travel Request- Track travel requests, gain approvals, and manage budgets. 6. Receivable- Manage accounts receivable and ensure a healthy cash flow. 7. Petty Cash Request- Track every payment and maintain petty cash records. 8. Contract Renewal- Empower your legal team to organize document reviews. 9. CapEx Request- Track CapEx approval requests and safeguard company assets. 10. Marketing Budgeting- Cut down budget preparation time and improve ROI. 11. Accounts Payable- Save costs and maintain strong vendor relationships. 12. Freelancer Payment- Seamlessly track and manage freelancer invoicing and payment. 13. Corporate Gift Request- Streamline corporate gifting and track the status of gifts. 14. Travel Reimbursement- Track travel claims from screening requests to reimbursement. 15. Corporate Card- Obtain a corporate card to manage business expenses. 16. Budget Transfer Request- Manage budgets and shift funds from one account to another. #Customer Support 1. Contract Renewal- Empower your legal team to organize document reviews. 2. NDA Request- Draft organized NDA contracts without manual intervention. 3. Customer Onboarding- Help customers get set up and acquainted with your product. 4. Technical Repair- Prioritize repair requests and ensure timely fulfillment. 5. Customer Satisfaction Survey- Keep centralized track of actionable customer feedback. 6. Churn Management- Prioritize at-risk accounts and plan retention activities. 7. Customer Help Desk- Manage and resolve customer requests quickly and efficiently. 8. Concierge Service- Curate personalized experiences for your hotel guests. 9. Complaint Management- Prioritize customer complaints and resolve them quickly.
