Simplify Workflows & Private Cloud
Fully integrated solution for data management, storage, workflows, document management and security. Runs in the cloud, on-premise, hybrid and multi-cloud environments!
Workflows
eSigning
Collaboration
File storage
Location sync
Private Cloud
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.
Many ways to adapt to the way you work
Online Forms
Offer online forms on your website with no-code creation. Distribute URLs or QR-codes to start a workflow.
Robot execution
Automatic execution of workflow steps based on defined conditions that process values from the current workflow.
eSigning
Simple (SES), advanced (AES) or qualified (QES) type digital signatures offerd
Approvals
Various no-code workflows for HR, Sales, Marketing, Purchase & Logistics, Finance and management available to digitize your approval processes.
No code necessary to increase your efficiency
No-code
Workflows can be created without programming. No special knowledge required.
Privacy & Security
You have the option to store your workflow data in the cloud, on-premise or hybrid
Process automation
Create complex workflows with our step editor and fully integrate with your existing apps and infrastructure using the API functions.
Recurring Tasks
Use workflows to manage and execute tasks that are executed frequently.
Complete agreements, approvals, and transactions faster by building end-to-end business processes with cloudplan. Embed electronic signing into your existing website, portals and apps with the cloudplan White Label package and API to connect to the software you already use.
You can invite as many users as you want to electronically sign documents. The entire process is monitored automatically. Reminders are sent and at the end all users receive a log of every single step.
Including EU Standard, EU Advanced and EU Qualified Signatures.
Use Cases
Purchasing
Purchasing
- Order and approval processes
- Contract signings
- investment applications
HR
- On- / offboarding
- Vacation and training request
- Work and compliance instructions
- Audit loggings and protocols
- Personnel requirements
Sales
- Presentations
- Drafting and processing contracts
- Bid management and tender approvals
Legal
- Contract signing and management
- NDAs
- shareholder resolutions and board minutes
- policy management and revision processing
QM
- Audit loggings and protocols
Service
- On-site documentation and maintenance protocols
- Repair reports and work slips
IT
- Software contracs and license agreements
- access authorizations and management
- work and compliance instructions
- workplace equipment
Management
- Reports on workflows
- eSigning
- Contract management
- Approval processes
Marketing
- Event Management
Finance
- Incoming Invoices
- Business planning
- Reportings
A powerful search engine is available to you with which you can search millions of your own documents for attributes in a split second.
Regardless of the storage instance on which the files are located, every storage location is included without you having to configure anything.
Thanks to the flexible cloudplan API, the solution can be seamlessly integrated into any application landscape such as ERP, CRM, DMS, etc.
Single sign-on (SSO) from any identity provider with strong multi-factor authentication is also available as a white label package with iFrame integration, CI branding adaptation, URL redirect etc.
Intuitive presentation and processing of workflows through simple visual programming.
Simple drag and drop functionality for integrating database fields and process flows.
Time saving through the creation and further use of templates.
Fast use of preconfigured templates for company wide use cases/concepts.
Regardless of whether it is a single eSigning task or a complex business process mapping with other external information – with the workflow designer you can easily integrate them interactively into your cloudplan workflow engine.
The intuitive creation and processing of work processes, the simple linking of external data and the integration of operational functions and dynamic parameter based decisions makes the workflow designer a unique visual programming tool.
Workflows and eSigning
- Templates and ad-hoc workflows with template editor
- Unlimited participation in workflows
- Group functions, placeholders and automation (robot)
- Document hashes and detailed audit trail
- Electronic signature in the browser / tablet / smartphone
- Advanced and qualified signature with identification
- PDF, Office documents and web forms can be integrated
- Workflow start via web portal, automatically via API or integrated via URL or QR code
- White label package for seamless integration into your own systems / portals / websites
Private Cloud Storage
- Storage on your own infrastructure or in hybrid clusters with integrated multi cloud storage option
- Clustering for unlimited redundant storage content with automatic switching
- Installable sync clients (Win / Linux / MacOS) with seamless integration in Filemanger (Windows Explorer / FileManager etc.)
- Mobile clients (iOS / Android)
- Versioning in any depth and monitoring with messaging
- Enterprise search for documents and workflows
- TTL Time to Live functions for folders
In a globally connected world, you need digital tools that can create and control processes not only within your company, but also with business partners worldwide. DocuWorkflows by cloudplan help you design and control processes in your business.
eSigning
Simple (SES), advanced (AES) or qualified (QES) type digital signatures offerd
Approvals
Various no-code workflows for HR, Sales, Marketing, Purchase & Logistics, Finance and management available to digitize your processes
Online forms
Offer online forms on your website with no-code creation
No-code
Workflows can be created without programming. No special knowledge required
Robot execution
Workflows are triggered by email. Workflows steps are processed automatically based on conditions
Privacy & Security
You have the option to store your workflow data in the cloud, on-premise or hybrid
Recurring tasks
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No-code
Workflows can be created without programming. No special knowledge required.
Privacy & Security
You have the option to store your workflow data in the cloud, on-premise or hybrid
Process automation
Create complex workflows with our step editor and fully integrate with your existing apps and infrastructure using the API functions.
Recurring Tasks
Use workflows to manage and execute tasks that are executed frequently.
Online Forms
Offer online forms on your website with no-code creation. Distribute URLs or QR-codes to start a workflow.
Robot execution
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eSigning
Simple (SES), advanced (AES) or qualified (QES) type digital signatures offerd
Approvals
Various no-code workflows for HR, Sales, Marketing, Purchase & Logistics, Finance and management available to digitize your approval processes.
Online Forms
Offer online forms on your website with no-code creation. Distribute URLs or QR-codes to start a workflow.
Robot execution
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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.
Our Advantages
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