Workflows and eSigning

Document workflows

With the document workflow solution from cloudplan, you digitize your processes and enable everyone to work together regardless of location. The integrated electronic signature ensures fast and smooth business processes based on legally compliant documents.

All documents are stored in the secure private storage solution and are therefore available for search, analysis and further use / archiving.

Use Cases

Workflows with internal and external participants

Purchasing

Order and approval processes, conclusion of contracts (rental, leasing, service, framework contracts) with electronic signature, investment applications, change management

Law / Management

Confidentiality agreements, shareholder resolutions, board minutes, consulting contracts, policy management, revision processing

HR / QM

On- / offboarding, vacation requests, work instructions, training requests, personnel requirements, staffing workflows, work instructions, compliance instructions, audit logging

Service / Sales

Presentations, offers, drafting and processing contracts, tenders, reports, on-site documentation, maintenance protocols, repair reports, work slips, acceptance protocols, license agreements

Software contracts, access authorizations and access management, work orders

Reduce up to 75% processing time

With digital document processes, you can reduce processing times by up to 75%.

The integrated electronic signature function enables immediate legally secure signatures by internal and external participants.

Plans and Pricing

cloudplan provides license plans for all requirements.

Ensure compliance

Reduce legal and business risks with a complete and traceable audit trail for every completed process.

This digital footprint documents all steps and participants in the process and is supplemented by the unique hash value of the result document in the workflow portal.

Maximize customer satisfaction

Regardless of whether it is about approvals, agreements or protocols that have to be edited, approved or signed, with digital workflows and processes you increase customer satisfaction and have a major competitive advantage.

Simple workflow templates create the basis for error-free processes.

Individual fields with automatic data validation, mandatory field options and drop-down lists reduce the risk of missing or incorrect data due to manual processing.

Intuitive workflow template designer

Seamless integration into your application landscape

Any "identity provider" such as Salesforce, Google etc. can be used for login authentication.

Individual applications such as "File Content Access" or "Workflows" can be integrated into existing applications as iFrames.

Interfaces are available for relevant functions such as user, file or workflow operations to enable deep integration with other applications such as SAP, Salesforce, MS Dynamics etc.

Phone +49 40 696 597 811

Start digitizing your processes today!

Do you have any questions? We are personally at your service!

Would you like personal advice or know more about test options, booking or use?
The cloudplan team is at your side for individual advice.