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.
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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.
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🎯 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

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.

Eni Lea H.

Bolt Director of Marketing

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

Hermes L.

Barfoot & Thompson

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

Fred-Erik Piirmaa

Revolutionizing recruitment

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.

Erik Wolf

Founder of the Culinary Travel Trade Industry

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.

Alex Wong C.

JLL, Regional Business Manager

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.

Nate H.

Bolt Director of Marketing

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.

Questions & answers

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

Why choose Formaloo for budget approval workflow?

Formaloo offers a powerful, no-code platform that helps finance and operations teams automate and manage budget approvals with ease.

With Formaloo, you can:
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✅ Build smart budget request forms tailored to your workflows
✅ Route approvals based on department, request type, or amount
✅ Track every request in real time with live dashboards and filters
✅ Ensure secure, role-based access for stakeholders
✅ Generate audit-ready PDF logs automaticallyAll this helps your team reduce approval delays, eliminate manual errors, and maintain full visibility—without relying on IT.

Is this webinar suitable for beginners?

Absolutely! We'll cover concepts suitable for all levels, from beginners to advanced users.

Will there be a recording available?

Yes, all registrants will receive a recording of the webinar along with helpful resources.

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

While being a Formaloo user will allow you to immediately apply what you learn, the concepts we'll discuss can benefit anyone interested in workflow automation.

How do email notifications work in Formaloo?

You can set up email notifications to alert you and your users upon form submission. These notifications can include personalized messages with custom templates and attached PDFs generated from the form responses. You can set up custom SMTP for your custom emails.

How to make documents legally-binding?

You can add an extra layer of trust to your transactions. Add email verification field to ensure security. For patience consent forms, contracts, agreement forms, NDAs, and more—make it official with just a few clicks. Then email the contract to all parties involved.

Is Formaloo GDPR compliant?

Short answer is YES. Please read our special GDPR FAQ right here.

Is technical expertise required?

Short answer is NO. Formaloo is designed to be easy-to-use, super user-friendly, making building powerful healthcare tools accessible to everyone, regardless of technical background. Drag, drop, and customize without coding.

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

Yes. With Formaloo Enterprise (Self-Hosted) you can have a full version of Formaloo on your own servers. Please contact us for more information on this part.

How to automate your budget request approval workflow easily

Join the 30,000+ businesses that use Formaloo every day

Resources to build your budget request approval today

Start with a budget approval template

Fully adaptable to fit your brand. Personalize every form block to match your unique style and requirements. Formaloo enables you to build branded surveys, forms and dashboards that are both engaging and user friendly.

Turn forms into automated workflows

Turn forms into workflows. Tigger actions like sending emails, Webhooks, or Slack messages just by drag and drop interface to keep everyone in your team updated. Manage access to your data with a click.

Streamline your budget request approvals

Route approvals by department or amount

Create log-in-only access portals

Send PDFs to stakeholders

Teams of all sizes use Formaloo to efficiently analyze data

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.

Eni Lea H.

Bolt Director of Marketing

Hermes L.

Barfoot & Thompson

Fred-Erik Piirmaa

Revolutionizing recruitment

Erik Wolf

Founder of the Culinary Travel Trade Industry

Alex Wong C.

JLL, Regional Business Manager

Nate H.

Bolt Director of Marketing

James Roberts

Director of business systems and analytics, City & County Healthcare Group

Questions & answers

Why choose Formaloo for budget approval workflow?

Is this webinar suitable for beginners?

Will there be a recording available?

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

How do email notifications work in Formaloo?

How to make documents legally-binding?

Is Formaloo GDPR compliant?

Is technical expertise required?

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

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