Workflow Automation made easy

Whether you are a small, medium or a large enterprise Ultra Workflow can scale to fit your needs!


Documents

  • Leases & Contracts
  • Proposals
  • Business Plans
  • Presentations
  • Annual Reports
  • Work Orders
  • Invoices

Industry Verticals

  • Hospitality
  • Real Estate
  • Banking
  • Travel and Tourism
  • Information Technology
  • Engineering
  • Consulting

Ultra Workflow is an end to end workflow automation solution that covers the process of preparing, publishing, requesting approval, and gather e-signatures for business documents such as Comprehensive Proposals, Leases & Contracts, Business Plans, Presentations. This one of a kind solution provides you with templates to capture and compile needed documents, and with custom forms you will be able to capture consistent and error free data from anyone, anywhere.

Ultra Workflow platform lets you to create simple to complex workflow automation process to create, review, revise / edit documents among your internal teams or even external audiences such as vendors, customers. You will also be able to request approval, gather electronic signatures (e-Signatures), and set deadlines, reminders and trigger automatic alerts and escalations.

Ultra Workflow with its document automation and workflow automation solutions cuts down the time in more than half that is needed to create, distribute, review / revise / approve and finalize documents; In addition, templates and forms provides you the ability to capture and create consistent business documents across your various business units.

Features

pre-built

Rich set of pre-built templates

Ultra Workflow is packaged with a rich set of pre-built templates and forms to create key documents such as Leases, Proposals, Business Plans for hospitality, real estate and finance industries. Using this versatile platform you will also be able to create your own templates as an administrator and distribute it across your team to capture consistent and error free clean data.

Forms Builder

Forms Builder

Forms Builder helps you to capture consistent data across your various business entities from anyone, anywhere regardless of their geo location. In addition, use Forms Builder to create any number of custom forms to capture additional information as needed. Forms Builder is an easy to use drag and drop interface to create forms such as Market Analysis, Customer Feedback, Quotations. All the gathered information is stored securely in the cloud, can be summarized or used as is, and formated as sheets, documents and collated into the final Document for review, approval and e-Signatures.

Connector

Data Connector

Data Connector enables you to connect to a variety of Data Sources such as Google Drive, OneDrive, Dropbox and also lets you connect to cloud sources and applications such as Google Cloud, Salesforce, Smartsheet. Once a connection is established, data is automatically refreshed in your documents and forms.

Workflow

Workflow

The integrated Workflow system lets you setup a simple or complex workflows, distribute documents, request approvals from your team members and managers. You will also be able to request electronic signatures, set deadlines, reminders and trigger automatic alerts and escalations.

Collation

Collation

Ultra Workflow's powerful Collation / merge feature lets you to create comprehensive business documents by the way of merge a variety of documents such as MS Word, Excel, PowerPoint, PDF and even image formats such as JPEG, GIF, PNG and many more. In addition, this system provides with a drag and drop interface to drop files directly from your local drive or cloud storage systems such as Google Drive, OneDrive, Dropbox and many more. Using the Live Preview you will also be able to adjust margins, header and footer, auto fit images or documents and much more.

Publish

Publish

Publish feature lets you to publish or distribute approved documents to internal staff or external users such as vendors, partners, investors.



Get Started

Getting started is easy.

  • 100 % Cloud based solution
  • No need to install software locally
  • sign up for a Free-For-Ever version
  • Free customer support
  • Get started in minutes!

Ultra Workflow™

Easily and effortlessly create simple to complex Workflow to Review, Request Approval, and gather e-signatures.