Flowlett Product Features
- 1. Product Features Advebs Inc., 530 Lytton Ave, 2nd floor Palo Alto, California 94301 info@advebs.com (408) 512-1300
- 2. Proposal and Contract Lifecycle Management Multiple point applications in ONE application1 1 REST based APIs available
- 3. Available in many options (including SaaS/Cloud) For PRIVATE CLOUD option
- 4. Dashboard: Real time, 3600 view of all Proposals Click to start routing 9 1 Files for review, approvals or e-signatures Start a collaboration workflow – one in which all 2 participants review and collaborate 1 2 8 3 Search to locate a specific proposal 4 5 Filter by User-type: Admin, 3 4 Regular user, Guest 6 5 Filter by Status: Pending, Approved, Reviewed, etc. 7 “Status” indicates status of 6 workflow “Your action” indicates the 7 action you have taken on the workflow “Archived” stores all 8 completed proposals Personalize with your 9 company logo
- 5. Approval Workflows: Automate Dynamic & Non-Standard workflows with ease! Step 1: Write your message, Step 2: Specify Step 3: Fill electronic form (if specify e-form optionally, WHO needs to do appropriate), attach files/media choose workflow expiration WHAT1 in etc. and then route to workflow date, priority, alert settings etc. what ORDER participants & BY WHEN 1The WHAT can be: Review and comment only Review and Approve or Reject Review and Sign Electronically
- 6. Electronic Signatures: No faxes, scanning & emailing needed 1 1 Enter Signature (Name) 2 2 Submit when done
- 7. Collaboration Workflows: Collaborate on projects in stages, with deadlines! Step 1: Write your message, Step 2: Specify Step 3: Attach files/media choose expiration date & WHO needs to etc. and then route to alert settings etc. collaborate (i.e. workflow participants. review, comment & attach files), in what ORDER & BY WHEN
- 8. Workflow Wall: All comments, files, actions in ONE place Check real-time status, 1 invite or remove participants dynamically, while the workflow is active 2 Participants can add comments here 1 Company’s internal comments can be hidden 3 from customers (guest users) In Collaboration workflows, 2 4 Collaborators can attach their files/media etc. here. 3 4
- 9. Track & Manage: Check real time status, add or remove participants WHILE the workflow is active! Remove participants with a 3 click. Those participants will 1 no longer have access to the workflow; they will also not receive future alerts 1 2 Invite (add) participants at any time Check real-time status of 3 the workflow 2
- 10. E-Forms: Securely Routable, Embeddable and Email-able Specifies if the Form can be embedded in other 1 websites (via iFrame) or be emailed. Specifies what messages 2 should be shown upon submission of the form Specifies how the form 1 should be routed. The 3 default is to not route the form and instead email the contents of the form. 2 Specify who the form 4 contents should be mailed to. 3 4
- 11. E-Forms: Drag and drop form elements to create forms Input can be restricted by type Specifies form elements 3 1 that accept data input from users. Specifies form elements 2 that are for information or look-and-feel only. 1 Click on Pen to edit, the X 3 to remove the form element 2
- 12. Routes: Create predetermined workflow routing rules Name the routing rule Routing rules created by 1 Account Admins can be 1 used by all company users Other rules can only be used by the rule creator Specify 2 WHO needs to do WHAT (review only, or 2 review and approve or review and e-sign) and in WHAT order
- 13. Audit: Almost all activities are logged Search by keywords like 1 usernames, type 1 2 2 Filter by Admin, Regular User and workflow
- 14. Account Management: Set up Account defaults Specify DEFAULT 3 4 language and time zone for the Account 1 Flowlett is GLOBAL READY with multi-language and multi-time zone support. 2 Upload Company logo to 2 personalize the experience 1 Upgrade and Downgrade 3 the account through this link 4 Cancel Account through this link
- 15. User Management: Add, de-activate, re-activate users 4 6 5 1 Search for users here 3 Filter by Enabled or 2 Disabled (Active/Inactive) 1 2 Users Filter by Admin, Regular 3 user, Guest roles Add New User with defined 4 Roles (Regular or Account Admin) Add Multiple Users from 5 CSV file Disable (deactivate) or 6 Enable (re-activate) Users as needed.
- 16. Profile: Edit your personal profile Specify YOUR language 3 setting here (it will only 1 apply to your user account, not the entire company account) Upload a picture to 2 personalize the experience 1 2 Change password as 3 needed through this link
- 17. Help/Support: Self Serve, Email and (optional) Phone Support Special section for new 1 users. Get up to speed quickly 1 3 Watch videos to see how 2 Flowlett works Search for help topics or 3 submit your question if there are no unasked topics 4 Browse current hot topics 4 2
- 18. REST based APIs: Integrate & extend Flowlett functionality 1 Full Fledged, REST-based APIs for those who need to integrate Flowlett 1 functionality with other applications or write new applications