Name: Flexbby Workflows
Author: Flexbby

Help Desk

Kiosk

Web and Video Conferencing

Customer Support

Agile Development

Interactive Application Security Testing (IAST)

Product Lifecycle Management (PLM)

Service Mesh

Development

Alumni Management

School Management

Education

Business Intelligence (BI)

Collaboration

Digital Rights Management (DRM)

Enhanced 911 (E911)

Operational Analytics

Enterprise

Accounting

Invoicing

Nonprofit Accounting

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Pay Equity

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Application Lifecycle Management (ALM)

Application Performance Management (APM)

Archiving

Build Automation

Cloud Storage

Composable Infrastructure

Data Integration

Data Privacy Management

Database Performance Monitoring

Email Verification

Ethernet Switches

Fraud Detection

Governance, Risk & Compliance

IP Address Management (IPAM)

Integration Platform as a Service (iPaaS)

Internet Security

License Management

Network Diagnostics

Network Performance Monitoring

Network Simulation

SQL Server Performance Monitoring

Storage Management

Wireless LAN

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Blogging

Computer-Assisted Translation

Content Management

Creative Collaboration

Email Marketing

Marketing Automation

Product Sampling

Search Engine Marketing (SEM)

Social Media Management

Survey & Forms Building

Web Analytics

Website Builder

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales

API Security

Security

Construction Management

ID Card

Laboratory Information Management

Last Mile Delivery

Municipal

Nonprofit CRM

Roofing

Vertical-Specific

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Flexbby Workflows is an intelligence workflow automation software designed to streamline business processes and optimize enterprise operations. According to the vendor, this solution leverages event-driven technology, RPA, and bots to automate various workflows, making it a potential tool for businesses of all sizes. Whether you're a small business or a large enterprise, Flexbby Workflows aims to simplify the lives of business analysts, operations managers, procurement managers, sales and CRM managers, and contract managers across various industries.

## Key Features

**Contract Management**: According to the vendor, Flexbby Workflows can automate the approval processes of contracts and documents, manage the full lifecycle of various documents, enable coediting, and utilize barcodes and templates for efficient document management.

**CRM and Sales**: Flexbby Workflows aims to streamline sales force processes, automate operations, manage accounts, contacts, leads, and opportunities, and integrate with third-party software and services for potential customer relationship management improvements.

**Invoice Management**: The vendor claims that Flexbby Workflows can efficiently manage invoices, AP workflows, and payments, provide real-time visibility across all invoicing flows, and generate insightful reports and online dashboards for spend and payments analysis.

**Electronic Archive**: Flexbby Workflows is said to automate scans and hard copies lifecycle management workflows, utilize barcodes and QR-codes for easy registration and search, and provide control over document availability and access rights for efficient archive management.

**Procurement Management**: According to the vendor, Flexbby Workflows can streamline procurement workflows, manage contractors and suppliers approvals, maintain a centralized vendors database, offers, and pricelist, and integrate with third-party software and services for potential procurement operations improvements.

**Customer Service Management**: Flexbby Workflows aims to automate request and issue workflows, meet the needs of customers, suppliers, partners, and employees, utilize any communication channel, and provide access to real-time data, charts, and notifications for potential customer service enhancements.

**Intelligence Workflows**: According to the vendor, Flexbby Workflows utilizes event-driven technology and intelligence flows for agile implementation of new business features and workflows, allowing users to set up intelligent bots and workflows in a few hours and scale the solution to any company size with high transaction speed.

**Easy Deployment and Support**: Flexbby Workflows is said to offer agile implementation of new business features and workflows, fast setup of intelligent bots and workflows, scalability to accommodate any company size and data storage, and seamless integration with various data sources, software, services, and apps.

**Integration and Security**: Flexbby Workflows claims to provide integration with various types of data sources, software, services, and apps, support for Single Sign-On (SSO) and Active Directory integration, field-level security to control data access, and robust data security and privacy measures.

**Customizable and Friendly GUI**: According to the vendor, Flexbby Workflows offers individual settings for users, a customizable GUI to meet specific requirements, a user-friendly interface for easy navigation and interaction, and a personalized system based on user preferences.

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Contract management software is a program or series of related programs for storing and managing legal agreements such as contracts with vendors, leases and licensing agreements.

Contract Management

Flexbby

Contract Authoring

Features related to the contract authoring process.

Contract creation

Includes a document generator and tools for creating new contracts.

Contract templates

Allows users to set up templates or templatize old contracts in order to make new contract creation easier and more consistent.

Clause library/saved fields

Users can save certain fields of a contract for re-use; these may be stored in a template or a clause library.

Integration to CPQ

Integrates to CPQ software so that calculated quotes/configuration details can feed into contracts. This is an important element of automation in the contract authoring process.

PDF generator

Users can generate PDFs of contract documents.

Contract attachments

Users can attach other documents, like invoices, images, meeting minutes, memos, etc, to contracts.

Guided logic

Automated questions (based on company policies and the circumstances of the deal) help with the contract authoring process; this is an example of partial automation.

Contract Collaboration

Features related to collaborating on contracts.

Contract sharing

Users can easily and securely share contracts with internal users and external users. Contracts are accessible.

Contract editing

Contracts can go through multiple drafts and revisions; the software supports multiple versions and version comparison.

Contract merge

Multiple versions of a contract can be merged.

Collaborating on contracts

Internal and external users can collaborate on contracts without changing the text of the contract; this may be done through comments, questions, and/or message board conversations.

MS Word plug-in

Users can make changes to contract language using Microsoft Word.

Approval process

Approval workflows can be configured to streamline and automate the approval process; the approval process is helpful and convenient.

Parallel approvals

Users can set up complex workflows to handle parallel approvals.

Interdepartmental workflows

Users can set up interdepartmental workflows so that contracts can flow between teams in a logical and organized manner.

Contract Monitoring

Features that enable users to monitor the status of contracts.

Contract database

Contracts are stored and organized in a central repository.

VORs

Allows users to send/receive variation order requests and coordinate these with contracts.

Contract search

Users can easily look up contracts within the database.

Contract milestone reminders & alerts

Users can schedule reminders and/or trigger alerts according to contract milestones.

Custom contract reports

Users can create custom reports about the status of contracts, contract timelines, efficiency, and revenue tied to contracts.

Tracking contract status

Users can track the status of a contract as it moves through the approval process and beyond.

Salesforce integration

Integrates to Salesforce so that contracts are tied to contact’s CRM records.

Compliance check

Users can define and enforce complex business rules related to compliance regulations; helps automate or partially automate contract compliance check.

Tools and features to aid in contract management and formation.

Contract Storage

Centralized storage and management of all contracts in one place.

Document Management

Ability to upload, organize, and track changes to contract documents.

Advanced Search and Filtering

Efficient search functionality and advanced filters to quickly locate specific contracts or clause language.

Version Controls

Ability to track and manage different versions of contracts, including changes made and the history of revisions.

Customizable Contract Templates

Pre-defined templates that can be customized for different types of contracts.

Workflow Acceleration

Streamline the contract approval process by automating workflows and notifications.

E-Signatures

Capability to electronically verify user signatures, eliminating the need for physical signatures and enhancing efficiency.

Reminders and Alerts

Automated alerts and reminders for important contract dates, deadlines, and milestones.

Analytics and Reporting

Generate reports and gather insights on contract status, performance, and compliance.

Integration with other Systems

Ability to integrate with other tools, such as CRM or ERP systems, to exchange contract data seamlessly.

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Flexbby Workflows

Overview

What is Flexbby Workflows?