Workflows & eSigning + Web Forms
Fully integrated solution for File Storage, Workflows, eSigning, Web Forms, Document Management and Security. Runs in the cloud, on-premise, hybrid and multi-cloud environments!
Workflows
eSigning
Approvals
Web Forms
Robot execution
No-code
Process automation
Continuous optimization of processes is essential for every company
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
Web Forms
Offer web 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.
Incoming invoices
Recognition of ZUGFeRD format and OCR treatment. An email with invoice will trigger the workflow.
API
Seamlessly integrate cloudplan with your favorite third-party apps (SAP, Salesforce, Dynamics etc.)
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.
Privacy & Security
You have the option to store your workflow data in the cloud, on-premise or hybrid
There are 3 types of electronic signature, all of which are available in cloudplan:
Simple Electronic Signature (SES): The right electronic signature for almost 98% of all business transactions, as it can be obtained quickly, easily and securely. The integrity check is carried out using a mathematical “hash” function, which is considered extremely secure.
Advanced Electronic Signature (AES): A digital certificate is created here, i.e. the certificate is built into the file and can be recognized with common standard software.
Qualified Electronic Signature (QES): A digital certificate is also created here. Obtaining this signature requires more effort from the recipient because he has to authenticate himself with a certified body, e.g. via the digital ID card. The whole process is fully integrated in cloudplan.
Use Cases
Typical workflows with internal and external participants
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/ Marketing
- Presentations
- Drafting and processing contracts
- Bid management and tender approvals
- Event Management
- Surveys
Legal
- Contract signing and management
- NDAs
- shareholder resolutions and board minutes
- policy management and revision processing
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
Finance
- Incoming Invoices
- Business planning
- Reportings
Global search
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 many identity providers with strong multi-factor authentication is also available as well a white label package with iFrame integration, CI branding adaptation, URL redirect etc.
You can design individual color schemes and make them available for the entire company or define colors, texts, e-mails, redirects, etc. individually for each workflow.
If you sell under different brands, complete customization is possible.
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.
