Advebs Inc.'s proposal and contract lifecycle management software provides:
1) A centralized dashboard to route proposals, files, and workflows for review, approval, or e-signatures.
2) Configurable approval workflows to automate dynamic approval processes.
3) Electronic signatures to streamline signing without faxes or scanning.
4) Collaboration workflows to facilitate project reviews with deadlines.
Passkey Providers and Enabling Portability: FIDO Paris Seminar.pptx
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