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Forms & Workflows

Keep Internal Processes Simple, Clear, and On Track

From equipment needs to policy sign-offs, create custom forms and approval flows for internal requests. Make sure every step is clear and every task gets to the right person.
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Trusted by more than 1,000 companies

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Organize Requests and Approvals for
Faster, Smoother Operations

Consistent Submissions

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Make sure all requests follow the same structure.

Clear Approval Paths

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Define who approves what, without back-and-forth.

Real-Time Tracking

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See where each request stands at a glance.

Centralized Records

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Keep a clean history of every completed request.
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Build Forms for Any Internal Request

Design custom forms for all types of processes: equipment, HR, facilities, and more. Use fields that match your needs and keep everything in one place.
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Set Up Who Approves What

Create tailored approval chains for each type of request. Assign reviewers so tasks get to the right person without manual follow-up.
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Track Every Step from Start to Finish

Follow each form’s progress in real time. See who has approved, what’s pending, and where action is needed — all in one clear view.
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