Cloud-Hosted Workflow Solution

Location:

Michigan, United States

Posted on:

Deadline:

Summary:

Seeking a cloud-based workflow automation solution featuring a drag-and-drop builder, integration capabilities, and robust approval and routing options.

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The organization is seeking a vendor to provide a cloud-hosted (SaaS) workflow solution with an intuitive, drag-and-drop workflow builder that includes versioning and supports conditional logic within workflows. The solution must offer automated routing based on user roles, groups, and form data, as well as capabilities for bulk upload and batch processing. Flexible form-building tools and integration with existing PDF forms are required, alongside support for e-signatures and digital certifications.

Additional requirements include automated notifications and reminders, mobile-responsive forms, multi-level approval processes with configurable sequences, and comprehensive role- and department-based routing with time-based escalation workflows. The platform should support Single Sign-On (SSO) integration with providers such as Google Workspace and Azure AD, provide API access for custom integrations (e.g., with Synergy and Canvas), and handle a wide range of file formats (PDF, DOCX, XLSX, PPTX, etc.). The solution must also support CSV/XML data exports and imports.

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Submit your next proposal, within 48 hours or less

Stay ahead with the latest advancement in proposal automation.