WorkflowFirst

WorkflowFirst

RiaForm Technology
ZoneApprovals

ZoneApprovals

Zone & Company
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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.

About

Businesses that thrive today and in the future have flexible and scalable technology that allows change and variation to unlock growth potential, not hinder it. ZoneApprovals gives you the simple and complex capabilities to adapt your lead-to-revenue processes when and how you need to. Effortlessly build, manage, and edit simple to complex approval workflows in NetSuite. Functioning natively in NetSuite, users select the relevant subsidiary, currency, and transaction type they wish to get started in their workflow. They are then taken through a wizard-like experience to select the required criteria, from the department to line-level classifications, approvers, and approval methods. Keep things moving by approving or rejecting wherever you are. Inside NetSuite, or external to the system via email, as long as you have your phone, you can play your part. Every stage in the workflow is trackable, traceable, and visible at any point.

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Companies searching for a solution to create forms and approval workflow to get organized

Audience

Companies in need of a tool to build, manage, and edit approval workflows in NetSuite

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$99 one-time payment
Free Version Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

RiaForm Technology
Founded: 2004
United States
workflowfirst.com

Company Information

Zone & Company
United States
www.zoneandco.com/zoneapprovals

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Categories

Categories

Workflow Management Features

Access Controls/Permissions Supported
Approval Process Control Supported
Business Process Automation Supported
Calendar Management Supported
Compliance Tracking Supported
Configurable Workflow Supported
Customizable Dashboard Supported
Document Management Supported
Forms Management Supported
Graphical Workflow Editor Supported
Mobile Access Supported
No-Code Not Supported
Task Management Supported
Third Party Integrations Supported
Workflow Configuration Supported

Integrations

NetSuite Not Supported
ZoneBilling Not Supported
ZoneCapture Not Supported
ZonePayments Not Supported
ZoneReconcile Not Supported
ZoneReporting Not Supported

Integrations

NetSuite Supported
ZoneBilling Supported
ZoneCapture Supported
ZonePayments Supported
ZoneReconcile Supported
ZoneReporting Supported
Claim WorkflowFirst and update features and information
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