Forms & Workflow System
Your company's paper forms, from quotations to purchase and leave requests, with official numbering, signatures, manager approvals and archiving; all in one web system that works on computers and phones. Any other form your company uses can be added.
What you will see in this demo
Quotation with automatic subtotal and tax, purchase request and leave request; Word and PDF output on your letterhead with automatic numbering.
Each document moves step by step to the next person: line manager (from the org chart), finance, CEO, HR, purchasing. Approve, return for correction, CC and tracking.
Everyone sees who has the document now, how long it has been waiting and what comes next. Nothing gets lost.
A manager's signature appears on the form only after they approve in the system; the name and date of every approval is printed on the form too.
Instant notifications for new referrals; install on phones and desktops like an app, no app store needed.
Where each customer stands, which work is stuck and for how many days; one glance is enough for managers.
Change an approved document under the same number as βAmendment No. nβ; earlier versions always remain visible.
Everyone sees only their own documents; positions, roles and line managers are set from the admin panel.
Fixed form texts, options, workflow steps, the sign-in page, name and colours are changed from the admin panel.
Full feature list
- βavailable today
- οΌadd-on module, built on request
π§Ύ Forms & documents core
- βForms printed on the company's own Word/Excel letterhead
- βAutomatic per-form numbering, collision-safe with concurrent users
- βWord, Excel and PDF output with automatic archiving of every version
- βAmendments keep the same number; every earlier version stays viewable
- βImage attachments (gallery, camera, paste) printed inside the document
- βGlobal search across all forms with date, status and owner filters
π Workflow & approvals
- βPer-form approval steps configured from the admin panel, no code
- βApprove, return with mandatory note, CC, and reassign
- βApproval questions, mandatory attachments, automatic CC and line-manager routing from the org chart
- βControlled signatures: printed only after the signer approves in the system
- βPersonal inbox with instant browser and phone notifications
- βImport in-flight legacy documents at their current step
π§ Visibility & reporting
- βParcel-style tracking: who holds each document and since when
- βPer-customer tracking: latest activity, open items, returns
- βOverdue-work tracker for managers
- βSales and performance reports with Excel export
- οΌConfigurable executive dashboards and report builder
π‘ Security & access control
- βRole-based access per form (view/create/edit/delete) and org chart
- βscrypt password hashing, server-side sessions, CSRF protection, login throttling
- βHTTPS and hardened browser security headers
- βDocuments lock after referral; full action history
- βAutomatic backups, database repair tool, updates with backup and rollback
- βData stays on the customer's own server (on-premise)
- οΌTwo-factor authentication (TOTP / authenticator apps)
- οΌDatabase and backup encryption at rest (AES-256)
- οΌExportable audit log for ISO 27001 evidence
- οΌSingle sign-on with Active Directory / Microsoft 365 / Google
π± User experience
- βDesktop, tablet and phone; installable as an app without a store (PWA)
- βRTL and LTR, Persian and English, Jalali and Gregorian calendars
- βLight and dark mode, role-based in-app help and guided tour
- οΌMore languages (Arabic, Turkish, β¦)
βοΈ Administration & deployment
- βFixed texts, presets, login page, company name and colours from the panel
- βOne-file updates from the admin panel, auto-tested before install
- βRuns on Windows Server or the cloud on modest hardware
- οΌMulti-company / multi-branch in one installation
- οΌPostgreSQL for large organisations
π Integrations (add-on modules)
- οΌREST API and webhooks
- οΌERP / accounting connectors (SAP, Odoo, Dynamics, local systems)
- οΌSMS and email notifications
- οΌExcel import for customers, products and history
π Tailored to your company
- Your own forms: Send us your current paper or Word/Excel form; we build the same form with your letterhead, form code and numbering. Any other form you use (purchasing, warehouse, leave, maintenance, contractsβ¦) can be added.
- Your own process: Every step and role in your company (multiple signatures, approval questions, mandatory attachments, automatic copies) is configured β and you can change it later from the panel.
- Your name, logo and colors: The system runs under your company name and visual identity.
- On your own server or in the cloud: Your data stays with you; HTTPS, automatic backups and mobile access.
- Migrating existing work: Documents already in progress before the system enter it at the step they are at.
- Training & support: In-app guides for every role, and support until everyone is comfortable.
π Contact us
Contact us for a walkthrough and a setup for your company. (Edit this text under Settings β Demo.)