WorkflowFirstRiaForm Technology
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Related Products
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About
Close more deals faster, with ProDeal. Replace email chains, conference calls, and data rooms with a lightning-fast document and workflow management platform. ProDeal adds security, organization, and visibility to your deals. Create your deal room and invite everyone to the table with a click. Track tasks and documents with customizable checklists. Upload, review, version, and save for easy retrieval later. Replace messy email chains with secure, real-time messaging. A simple and smooth interface that you master in minutes. Stay on top of details, cut closing costs, and keep everyone on the same page. ProDeal gives our clients the security and governance of encrypted email plus the workflow of a cutting edge platform in one easy to adopt tool that you can pick up in minutes. ProDeal is a team of technology, finance, and legal experts on a mission to secure and streamline transactions across the globe.
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About
A workflow software for everyone. Assign and track a database of forms. Get Control. Get The Big Picture. The CRM custom sample form lets you create deals, log deal activity, view deal status with a drag-and-drop kanban chart, calendar for viewing activity and much more! Submit employee details, then route the form in parallel to HR, accounting, IT, the office manager for processing. Submit the purchase req, have it send to a manager for review where they can approve or reject the request. With forms for HR to set employee leave allowances and employees to put in leave requests, management approval and more. With WorkflowFirst you get a customizable forms package, database and workflow management software in one simple-to-use interface that anyone can easily setup without programming. Configure forms to automatically be sent to 1 or more users or a group such as a specific role, optionally with conditions or scripting. With a dashboard to make sure nothing is ever forgotten.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Organizations interested in powerful deal closing software
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Audience
Companies searching for a solution to create forms and approval workflow to get organized
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$99 one-time payment
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationProDeal
Founded: 2016
United States
prodeal360.com
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Company InformationRiaForm Technology
Founded: 2004
United States
workflowfirst.com
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Categories |
Categories |
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Workflow Management Features
Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration
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Integrations
No info available.
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Integrations
No info available.
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