June 19, 2025

How to automate your budget request approval workflow easily

Learn how to automate your budget request approvals with smart forms, conditional routing, dashboards, and real-time tracking — all without code.

Still approving budget requests through endless email threads or messy spreadsheets? In this live webinar, we’ll show you how to build a fully automated budget request approval workflow using Formaloo — complete with smart routing, role-based access, dashboards, and audit-ready logs.

Manual approvals slow teams down and create unnecessary risk. In this 30-minute session, we’ll walk you through building a structured, transparent, and automated budget approval system using Formaloo.

🚀 What You’ll Learn

💰 1. Smart Budget Request Forms

• Design structured request forms
• Add conditional fields based on department or budget type
• Collect supporting documents securely

🔄 2. Automated Approval Routing

• Route approvals by department, role, or request amount
• Create multi-step approval flows
• Notify the right stakeholders instantly

📊 3. Real-Time Tracking Dashboard

• Track request status (Submitted → Under Review → Approved → Rejected)
• Filter by department, amount, or approver
• Maintain full visibility across teams

📄 4. Audit-Ready Documentation

• Automatically generate PDFs for records
• Keep time-stamped approval logs
• Ensure accountability and compliance

🎯 Who Should Attend?

✓ Finance teams
✓ Procurement departments
✓ Operations managers
✓ Mid-size & enterprise organizations

By the end of this session, you’ll have a clear blueprint to replace manual approval chaos with a streamlined, accountable, and scalable workflow — built entirely with no code.

Teams of all sizes use Formaloo to efficiently analyze data

Find out why 25,000+ 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.

Hossein Babini

Bolt, Director of Marketing

As an Enterprise customer, I'm glad to use Formaloo for the courier onboarding process at Bolt. We actually use Formaloo for many other initiatives as well. The logic feature, custom validation, custom CSS, and especially custom domain made the onbaording process way smoother than before.

Elma Pena

The Nontech Techie, Co-founder

Easy to use form builder and survey maker. Formaloo is easy to use, customer support is responsive, and it has lots of templates. It's easy to integrate Formaloo forms and surveys on the website.

Antonio Bellantonio

Madrid Chamber of Commerce

Formaloo is a software with the simplicity of forms that allows you to improve many of the needs of quitidianity. From capturing leads to receiving feedback. Very useful feature that allows you to see the mind map of the created form.
It facilitated collection by offering elegant and more prefessional forms than other solutions.

Jerry J O Brien

Sonra, VP of Strategic Alliances

Just what I was looking for! I love Formaloo because it is Simple and easy to use. I use it to survey my clients, to better understand them.

Josh Leier

IceHound Marketing, Lead-Gen Expert

I love Formaloo. There are a lot of form builders out there, but Formaloo is changing the game. They're really giving you the ability to create much more than just forms with their app. Plus, I love the look and feel of their forms from end-user's perspective.

Eric Baudouin

Mondissimo, International Business Development

What I enjoy the most about Formaloo is the ease the ease of creating forms. Formaloo is fantastic in the way that they pushed the form creation to app creation and mixed easy forms creation but also app creations. You can easily access the results of the forms but when you create an app, you can build a portal with selected access, visibility... A page on your portal can be public, members or admin only. It's also easy to integrate with other solution to use the collected data. I also realy like the android app where you can create and check all your form submissions.

Munib Alahmadi

Javalogix, Data Analyst

Perfect & easiest solution to create custom CRM. Formaloo provides many templates to get started with various use cases. The customer support is excellent. They respond right away and answer all your questions. They even send you video responses to show you how to fix whatever issue you are having and even offer different solutions.

Erik Wolf

Visionary & Founder of the Culinary Travel Trade Industry

I like Formaloo's ease of use, folders for projects, as easy to use for forms as Canva is for image editing. The transition was extremely easy. 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.

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

Alex Wong C.

JLL, Regional Business Manager

It's easy to create forms that look attractive and increases response rate wih Formaloo. The reporting dashboard is a great plus to keep track of responses. Formaloo helps me create forms and surveys that are easy to complete, and more importantly visually appealing to increase response rates.

Ivan Enrique Z.

Instructor | Cursos virtuales de Ingeniería Eléctrica

Formaloo is the best Typeform alternative available. Forms and applications can be custom designed and are highly customizable. Allows you to create advanced forms with conditional logic. Formaloo has a large number of templates that make the work easier or serve as inspiration to create our own forms. I plan to keep using Formaloo in many ways.

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.

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

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.