Workflow & Document Automation

Routes approvals and generates documents so requests stop moving through email threads.

In short

Workflow & Document Automation turns multi-step approval processes - purchase requests, expense claims, contract sign-off - into tracked workflows with automatic document generation, instead of email threads that are hard to audit later.

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The problem

What breaks without Workflow & Document Automation

Approval requests sent over email get lost in inboxes, have no single status anyone can check, and leave no clean audit trail when a decision is questioned later.

  • Approval requests sit in someone's inbox with no visibility into where they are stuck.
  • The same document (contract, PO, offer letter) is manually re-typed for every new request.
  • There is no audit trail of who approved what and when.
What it does

Core features

01

Configurable approval chains

Define multi-step approvals with conditional routing based on amount, department or type.

02

Document generation

Generate contracts, POs and letters from templates populated with request data.

03

Status tracking

Requesters and approvers see live status instead of asking over email.

04

Audit trail

Every approval, rejection and edit is timestamped and attributed.

See it

Screens & workflow

Illustrative screens — final UI is confirmed during onboarding for your configuration.

▣ Workflow & Document Automation dashboard Overview
▣ Workflow & Document Automation in daily use Workflow
▣ Workflow & Document Automation reports Reporting
Plans

Pricing built around rollout stage

Every plan is scoped with you before rollout — talk to an architect for a quote based on user count and integrations.

Starter

Custom

For a single site or department running a pilot.

  • Core module access
  • Fixed user/seat cap for the pilot group
  • Standard onboarding and setup
  • Email support
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Most chosen

Growth

Custom

For rollout across multiple branches, departments or outlets.

  • Everything in Starter
  • Multi-branch / multi-department support
  • Role-based access and audit logs
  • API access for existing tools
  • Priority support
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Enterprise

Talk to us

For large or regulated deployments with custom integration needs.

  • Everything in Growth
  • Custom integrations (SSO, ERP, government systems)
  • Dedicated implementation manager
  • SLA-backed support
  • On-premise or private cloud deployment option
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FAQ

Common questions

Yes, each workflow type can have its own routing rules and approver list.

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See Workflow & Document Automation on your own data

Book a walkthrough or talk to an architect about fit, integration points and rollout timeline.

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