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Product Features


     Advebs Inc.,
 530 Lytton Ave, 2nd floor
Palo Alto, California 94301
    info@advebs.com
      (408) 512-1300
Proposal and Contract Lifecycle Management


    Multiple point applications in ONE application1




                 1 REST   based APIs available
Available in many options (including SaaS/Cloud)




             For PRIVATE CLOUD option
Dashboard: Real time, 3600 view of all Proposals


                                                             Click to start routing
    9                                                    1   Files for review, approvals
                                                             or e-signatures

                                                               Start a collaboration
                                                               workflow – one in which all
                                                        2      participants review and
                                                               collaborate
1       2                                          8
                                                         3     Search to locate a specific
                                                               proposal
                                   4           5
                                                               Filter by User-type: Admin,
                3                                        4     Regular user, Guest


                                       6                 5     Filter by Status: Pending,
                                                               Approved, Reviewed, etc.
                                                   7
                                                               “Status” indicates status of
                                                         6     workflow

                                                               “Your action” indicates the
                                                         7     action you have taken on
                                                               the workflow

                                                               “Archived” stores all
                                                         8     completed proposals

                                                               Personalize with your
                                                         9     company logo
Approval Workflows: Automate Dynamic & Non-Standard
                                          workflows with ease!




Step 1: Write your message,           Step 2: Specify                  Step 3: Fill electronic form (if
specify e-form optionally,            WHO needs to do                  appropriate), attach files/media
choose workflow expiration            WHAT1 in                         etc. and then route to workflow
date, priority, alert settings etc.   what ORDER                       participants
                                      & BY WHEN
                                      1The WHAT can be:
                                      Review and comment only
                                      Review and Approve or Reject
                                      Review and Sign Electronically
Electronic Signatures: No faxes, scanning & emailing needed




1


                                               1   Enter Signature (Name)


                           2                   2   Submit when done
Collaboration Workflows: Collaborate on projects in stages,
                                         with deadlines!




Step 1: Write your message,    Step 2: Specify           Step 3: Attach files/media
choose expiration date &       WHO needs to              etc. and then route to
alert settings etc.            collaborate (i.e.         workflow participants.
                               review, comment &
                               attach files), in
                               what ORDER
                               & BY WHEN
Workflow Wall: All comments, files, actions in ONE place




                                                     Check real-time status,
                                                 1   invite or remove
                                                     participants dynamically,
                                                     while the workflow is active


                                                 2   Participants can add
                                                     comments here


    1                                                Company’s internal
                                                     comments can be hidden
                                                 3   from customers (guest
                                                     users)

                                                     In Collaboration workflows,
2                                                4   Collaborators can attach
                                                     their files/media etc. here.




3

4
Track & Manage: Check real time status, add or remove
                    participants WHILE the workflow is active!


                                                    Remove participants with a
                                       3            click. Those participants will
                                                1   no longer have access to
                                                    the workflow; they will also
                                                    not receive future alerts
1
                                                2   Invite (add) participants at
                                                    any time



                                                    Check real-time status of
                                                3   the workflow


2
E-Forms: Securely Routable, Embeddable and Email-able



                                              Specifies if the Form can be
                                              embedded in other
                                          1   websites (via iFrame) or be
                                              emailed.


                                              Specifies what messages
                                          2   should be shown upon
                                              submission of the form


                                              Specifies how the form
            1                                 should be routed. The
                                          3   default is to not route the
                                              form and instead email the
                                              contents of the form.
                 2
                                              Specify who the form
                                          4   contents should be mailed
                                              to.
                             3
                             4
E-Forms: Drag and drop form elements to create forms


            Input can be restricted by type           Specifies form elements
                                              3   1   that accept data input from
                                                      users.



                                                      Specifies form elements
                                                  2   that are for information or
                                                      look-and-feel only.
1
                                                      Click on Pen to edit, the X
                                                  3   to remove the form element




2
Routes: Create predetermined workflow routing rules



                                                Name the routing rule

                                                Routing rules created by
         1                                      Account Admins can be
                                            1   used by all company users

                                                Other rules can only be
                                                used by the rule creator


                                                Specify
                                       2        WHO needs to do
                                                WHAT (review only, or
                                            2   review and approve or
                                                review and e-sign)
                                                and in
                                                WHAT order
Audit: Almost all activities are logged



                                              Search by keywords like
                                          1   usernames, type


1                             2           2   Filter by Admin, Regular
                                              User and workflow
Account Management: Set up Account defaults



                                              Specify DEFAULT
                             3     4          language and time zone for
                                              the Account

                                         1    Flowlett is GLOBAL
                                              READY with multi-language
                                              and multi-time zone
                                              support.


                    2                         Upload Company logo to
                                         2    personalize the experience
          1
                                              Upgrade and Downgrade
                                         3    the account through this
                                              link



                                         4    Cancel Account through
                                              this link
User Management: Add, de-activate, re-activate users



4   6       5                                       1   Search for users here


                                          3             Filter by Enabled or
                                                    2   Disabled (Active/Inactive)
        1                2                              Users

                                                        Filter by Admin, Regular
                                                    3   user, Guest roles


                                                        Add New User with defined
                                                    4   Roles (Regular or Account
                                                        Admin)

                                                        Add Multiple Users from
                                                    5   CSV file


                                                        Disable (deactivate) or
                                                    6   Enable (re-activate) Users
                                                        as needed.
Profile: Edit your personal profile



                                              Specify YOUR language
                                      3       setting here (it will only
                                          1   apply to your user account,
                                              not the entire company
                                              account)


                                              Upload a picture to
                                          2   personalize the experience


   1                    2                     Change password as
                                          3   needed through this link
Help/Support: Self Serve, Email and (optional) Phone Support



                                                    Special section for new
                                                1   users. Get up to speed
                                                    quickly




1                 3                                 Watch videos to see how
                                                2   Flowlett works




                                                    Search for help topics or
                                                3   submit your question if
                                                    there are no unasked topics




                                                4   Browse current hot topics




                   4
2
REST based APIs: Integrate & extend Flowlett functionality

             1
                                                 Full Fledged, REST-based
                                                 APIs for those who need to
                                                 integrate Flowlett
                                             1   functionality with
                                                 other applications or write
                                                 new applications

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Product Features: Proposal and Contract Lifecycle Management in the Cloud

  • 1. Product Features Advebs Inc., 530 Lytton Ave, 2nd floor Palo Alto, California 94301 info@advebs.com (408) 512-1300
  • 2. Proposal and Contract Lifecycle Management Multiple point applications in ONE application1 1 REST based APIs available
  • 3. Available in many options (including SaaS/Cloud) For PRIVATE CLOUD option
  • 4. Dashboard: Real time, 3600 view of all Proposals Click to start routing 9 1 Files for review, approvals or e-signatures Start a collaboration workflow – one in which all 2 participants review and collaborate 1 2 8 3 Search to locate a specific proposal 4 5 Filter by User-type: Admin, 3 4 Regular user, Guest 6 5 Filter by Status: Pending, Approved, Reviewed, etc. 7 “Status” indicates status of 6 workflow “Your action” indicates the 7 action you have taken on the workflow “Archived” stores all 8 completed proposals Personalize with your 9 company logo
  • 5. Approval Workflows: Automate Dynamic & Non-Standard workflows with ease! Step 1: Write your message, Step 2: Specify Step 3: Fill electronic form (if specify e-form optionally, WHO needs to do appropriate), attach files/media choose workflow expiration WHAT1 in etc. and then route to workflow date, priority, alert settings etc. what ORDER participants & BY WHEN 1The WHAT can be: Review and comment only Review and Approve or Reject Review and Sign Electronically
  • 6. Electronic Signatures: No faxes, scanning & emailing needed 1 1 Enter Signature (Name) 2 2 Submit when done
  • 7. Collaboration Workflows: Collaborate on projects in stages, with deadlines! Step 1: Write your message, Step 2: Specify Step 3: Attach files/media choose expiration date & WHO needs to etc. and then route to alert settings etc. collaborate (i.e. workflow participants. review, comment & attach files), in what ORDER & BY WHEN
  • 8. Workflow Wall: All comments, files, actions in ONE place Check real-time status, 1 invite or remove participants dynamically, while the workflow is active 2 Participants can add comments here 1 Company’s internal comments can be hidden 3 from customers (guest users) In Collaboration workflows, 2 4 Collaborators can attach their files/media etc. here. 3 4
  • 9. Track & Manage: Check real time status, add or remove participants WHILE the workflow is active! Remove participants with a 3 click. Those participants will 1 no longer have access to the workflow; they will also not receive future alerts 1 2 Invite (add) participants at any time Check real-time status of 3 the workflow 2
  • 10. E-Forms: Securely Routable, Embeddable and Email-able Specifies if the Form can be embedded in other 1 websites (via iFrame) or be emailed. Specifies what messages 2 should be shown upon submission of the form Specifies how the form 1 should be routed. The 3 default is to not route the form and instead email the contents of the form. 2 Specify who the form 4 contents should be mailed to. 3 4
  • 11. E-Forms: Drag and drop form elements to create forms Input can be restricted by type Specifies form elements 3 1 that accept data input from users. Specifies form elements 2 that are for information or look-and-feel only. 1 Click on Pen to edit, the X 3 to remove the form element 2
  • 12. Routes: Create predetermined workflow routing rules Name the routing rule Routing rules created by 1 Account Admins can be 1 used by all company users Other rules can only be used by the rule creator Specify 2 WHO needs to do WHAT (review only, or 2 review and approve or review and e-sign) and in WHAT order
  • 13. Audit: Almost all activities are logged Search by keywords like 1 usernames, type 1 2 2 Filter by Admin, Regular User and workflow
  • 14. Account Management: Set up Account defaults Specify DEFAULT 3 4 language and time zone for the Account 1 Flowlett is GLOBAL READY with multi-language and multi-time zone support. 2 Upload Company logo to 2 personalize the experience 1 Upgrade and Downgrade 3 the account through this link 4 Cancel Account through this link
  • 15. User Management: Add, de-activate, re-activate users 4 6 5 1 Search for users here 3 Filter by Enabled or 2 Disabled (Active/Inactive) 1 2 Users Filter by Admin, Regular 3 user, Guest roles Add New User with defined 4 Roles (Regular or Account Admin) Add Multiple Users from 5 CSV file Disable (deactivate) or 6 Enable (re-activate) Users as needed.
  • 16. Profile: Edit your personal profile Specify YOUR language 3 setting here (it will only 1 apply to your user account, not the entire company account) Upload a picture to 2 personalize the experience 1 2 Change password as 3 needed through this link
  • 17. Help/Support: Self Serve, Email and (optional) Phone Support Special section for new 1 users. Get up to speed quickly 1 3 Watch videos to see how 2 Flowlett works Search for help topics or 3 submit your question if there are no unasked topics 4 Browse current hot topics 4 2
  • 18. REST based APIs: Integrate & extend Flowlett functionality 1 Full Fledged, REST-based APIs for those who need to integrate Flowlett 1 functionality with other applications or write new applications