How to automate your budget request approval workflow easily

Approving budget requests via email threads or manual trackers? It’s time for a faster, smarter way.
Join us for a 30-minute live webinar and learn how to build a fully automated budget request workflow using Formaloo — including approvals, access levels, dashboards, and audit-ready logs.

In this session, we’ll show you how to:

✅ Collect budget requests with smart forms.
✅ Route approvals by department or amount.
✅ Track status in a live dashboard with filters and role-based access.
✅ Automatically generate PDFs and notify stakeholders.

Perfect for finance teams that want to streamline approvals, reduce errors, and ensure accountability, without waiting on IT.

🎯 Who should watch: Finance, procurement, and operations teams in any mid-size or enterprise org.

✨ Bonus: All attendees get a free “Budget approval workflow” template, ready to use with your team.
Join the  30,000+ businesses that use Formaloo every day

Resources to build your budget request approval today

Build your custom budget request approval process today and allow your team to easily access budgeting information at any time.

Streamline your budget request approvals

Build a budget approval system that automates request collection, routes approvals by department or amount, and displays real-time insights in a secure, easy-to-use dashboard.

Route approvals by department or amount

Learn how Formaloo helps you ensure the right people review the right requests automatically, without delays or manual follow-ups.

Create log-in-only access portals

Learn how Formaloo lets you create secure, log-in-only portals that give each user personalized access to the data they need.

Send PDFs to stakeholders

Explore how Formaloo enables to automate sending custom emails, Slack messages or call Wehbooks once the status of the request is updated.

Teams of all sizes use Formaloo to efficiently analyze data

Find out why 30,000+ businesses from more than 30 countries trust Formaloo to bring their team, tools, and data together in one place.

An award-winning platform

G2 reviewers love Formaloo - see why it's a leader in survey software!

#1 AI-powered survey maker

See for yourself how Formaloo's survey management platform can meet your business’s unique needs.

Simplicity and the general UI/UX that this website offers for surveys. Much more attractive and more patronizable than G products. Formaloo provides better and more personalized surveys for our clients
I like the clean interface, modern design and features rich of Formaloo. I can create simple but beautiful forms with it. The support team is also very responsive. Getting lead and potential clients' contact info, and also surveying for clients' feedback after the deal. With Formaloo I can send simple but beautiful forms to collect the data I want from my clients
Formaloo provides a complete set of powerful building blocks out of the box with a powerful relational database automatically connected to them! leaving competitors way behind with its very easy to use user-interface.
Ease of use, folders for projects, as easy to use for forms as Canva is for image editing. Forms are much easier to create in Formaloo, especially any forms that require advanced logic or payment, which are a pain to do in the other systems.
It's easy to create forms that look attractive and increases response rate. The reporting dashboard is a great plus to keep track of responses. Formaloo helps me to create forms that are easy to complete, and more importantly visually appealing to increase response.
Formaloo has a large library of form templates that makes it easy to get started with their platform. I've also used Formaloo to build out very complex assessment forms from scratch using advanced calculation logic and workflow. I'm really impressed with their continued development velocity.
‘‘As the Director of Business Systems for the UK's largest home care company, selecting the right tool to manage our form requirements was a critical decision. After a thorough market evaluation, we chose Formaloo, and the results have been nothing short of impressive.’’
Director of business systems and analytics, City & County Healthcare Group

Questions & answers

Read the answers to the most frequently asked questions about our AgencyOS

Why choose Formaloo for budget approval workflow?

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Is this webinar suitable for beginners?

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Will there be a recording available?

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Do I need to be a Formaloo user to benefit from this webinar?

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How do email notifications work in Formaloo?

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How to make documents legally-binding?

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Is Formaloo GDPR compliant?

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Is technical expertise required?

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Can I have all of my data in my own server and database?

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