<h2>HR employee portal</h2> 
 
This HR portal is designed to streamline and centralize human resource management. 
 
It&#39;s perfect for HR teams and managers looking to track employee data, process leave requests, manage documents, and more&mdash;all in one place. 
 
By linking this portal to a separate <a href="https://dashboard.formaloo.com/templates/admin-management-system">HR admin panel</a>, administrators can easily manage and monitor tasks without overwhelming the main portal. 
 
This structure improves organization, enhances efficiency, and ensures smooth communication between HR staff and employees. 
 
Ready to simplify HR management? <a href="https://id.formaloo.com/profiles/signup/?_gl=1*1q7uexg*_ga*MTE5MDU3MjcwOS4xNzE0NzQ0Nzk5*_ga_N24XQYZ3E9*MTcyNzA3NjczOC40MDQuMS4xNzI3MDg0MzgwLjQ3LjAuMA..*_gcl_au*MTYxNzEyMDQzNC4xNzIyNTc5MjEw">Get started</a> now and integrate this portal with a dedicated admin panel for seamless oversight!

HR portal

<h2>Streamline success with the ultimate agency campaign planning template</h2> 
 
Running campaigns across multiple channels can quickly get messy &mdash; missed deadlines, unclear approvals, and scattered communication. This campaign planning template is built to eliminate those bottlenecks. It gives your team a single place to define goals, assign tasks, manage approvals, and track results, ensuring no detail falls through the cracks. 
 
<hr> 
<h3>Who Is This Template For?</h3> 
 
This template is designed for teams that need both&nbsp;clarity and accountability&nbsp;in campaign planning: 
 
<ul> 
 <li>Marketing Managers:&nbsp;Manage multi-channel campaigns, keep budgets in check, and ensure consistent messaging.</li> 
 <li>Project Managers:&nbsp;Coordinate timelines, assign responsibilities, and use automated reminders to keep campaigns on track.</li> 
 <li>Campaign Coordinators:&nbsp;Organize deliverables, approvals, and client feedback in one streamlined system.</li> 
</ul> 
 
Whether you&rsquo;re running&nbsp;internal marketing projects&nbsp;or delivering&nbsp;client-facing campaigns, this template adapts to both use cases. 
 
<hr> 
<h3>Why Use This Campaign Planning Template?</h3> 
 
<ul> 
 <li>Centralized Campaign Hub:&nbsp;Keep all campaign details in one place &mdash; from objectives and target audience to milestones and budgets.</li> 
 <li>Approval Workflows:&nbsp;Use built-in approval stages (Team Lead, Manager, Director, Client) to prevent delays and ensure accountability.</li> 
 <li>Kanban Visualization:&nbsp;Track campaign status at a glance, from idea &rarr; in progress &rarr; review &rarr; completed.</li> 
 <li>Admin-Only Controls:&nbsp;Hidden fields for review status, risk assessment, billing, or visibility let managers run internal workflows without exposing unnecessary data to clients.</li> 
 <li>Weekly Planning:&nbsp;Set recurring days for tasks and reviews so recurring activities are never forgotten.</li> 
</ul> 
 
<hr> 
<h3>Key Use Cases</h3> 
 
<ul> 
 <li>Multi-Channel Campaigns:&nbsp;Plan social, email, and ad campaigns in one workflow with clear timelines and responsibilities.</li> 
 <li>Client Approvals:&nbsp;Streamline how clients review and approve proposals, creatives, or campaign plans.</li> 
 <li>Budget &amp; Timeline Tracking:&nbsp;Ensure campaigns stay on budget and deliverables meet deadlines.</li> 
 <li>Internal Team Projects:&nbsp;Use admin-only fields to manage internal reviews, quality checks, and escalations.</li> 
 <li>Agency-Client Collaboration:&nbsp;Provide clients with updates and visibility while keeping sensitive internal processes hidden.</li> 
</ul> 
 
<hr> 
<h3>How to Customize with Formaloo</h3> 
 
<ul> 
 <li>Add Custom Fields:&nbsp;Capture unique details like competitor analysis, client feedback, or creative briefs.</li> 
 <li>Adjust Layouts:&nbsp;Organize workflows visually with Kanban boards or dashboards.</li> 
 <li>Automate Workflows:&nbsp;Set up reminders, approval notifications, or escalation alerts so nothing stalls.</li> 
</ul> 
 
<hr> 
<h3>Pro Tips for Success</h3> 
 
<ul> 
 <li>Prioritize Smartly:&nbsp;Use the Kanban board to sort tasks by urgency, not just order.</li> 
 <li>Leverage Automation:&nbsp;Automate routine approvals and reminders to cut down on manual follow-ups.</li> 
 <li>Reuse Templates:&nbsp;Duplicate the campaign plan for new projects to keep your workflows consistent and efficient.</li> 
</ul>

Agency campaign planning app

<h2>Customer service ticketing app</h2> 
 
The Support Ticket Form template is a structured and efficient system designed to streamline the process of managing customer support requests. It helps businesses and organizations track, prioritize, and resolve issues reported by customers in an organized manner. 
 
You can link this portal directly to the <a href="https://dashboard.formaloo.com/templates/admin-management-system" rel="noopener" target="_blank">admin panel</a>, where you can manage and resolve customer issues efficiently. 
 
Check out this step-by-step guide about <a href="https://help.formaloo.com/en/articles/8675608-how-to-create-a-ticketing-app">how to create a ticketing app</a>. 
 
<h3>Who is it for?</h3> 
 
This template is ideal for customer support teams, helpdesk agents, and any organization that handles customer queries, issues, or feedback. 
 
It is especially useful for companies seeking to improve their customer service efficiency and ensure no support requests go unanswered. 
 
<h3>Features and fields used in this template</h3> 
 
<ul> 
 <li>Single choice: Allows users to select a specific category for their support request, such as &quot;Technical Issue,&quot; &quot;Billing Query,&quot; or &quot;General Inquiry.&quot;</li> 
 <li>Answer piping: Tailors the form dynamically by <a href="https://www.formaloo.com/blog/how-to-pass-field-value-to-another-field-using-answer-piping">inserting previously given answers</a> into subsequent questions for a personalized experience.</li> 
 <li>Logic to Show/Hide next questions: Uses conditional logic to display relevant questions based on the user&rsquo;s previous answers, ensuring a streamlined and efficient form-filling process.</li> 
 <li>Long text field (open-ended question): Provides ample space for users to describe their issue in detail, ensuring that support agents have all the information they need to address the request effectively.</li> 
</ul> 
 
The result page displays the status of each support ticket, allowing administrators to easily view, edit, and manage tickets. 
 
This feature ensures that all support requests are tracked through their lifecycle, from submission to resolution. 
 
Enhance your customer support process today! Use this support ticket template to ensure efficient, organized, and timely responses to all your customer queries and issues.

Support ticket portal

<h2>Enhance your educational experience with our student management portal</h2> 
 
Are you ready to revolutionize your educational institution&#39;s management? Our student management portal is here to simplify and enhance the way you handle academic and administrative tasks. This comprehensive digital tool provides a unified platform for teachers, students, and administrators, making it easier to manage everything from attendance to assignments. 
 
<h3>Who can use it?</h3> 
 
<ul> 
 <li>Teachers and Educators: Record attendance, manage assignments, and enter scores seamlessly.</li> 
 <li>School Administrators: Oversee student lists, and teacher information, and monitor attendance with ease.</li> 
 <li>Tutors: Organize private tutoring sessions and track <a href="https://dashboard.formaloo.com/templates/student-performance-evaluation">student performance</a> effectively.</li> 
 <li>Training Centers: Manage course registrations and track participant progress.</li> 
 <li>After-School Programs: Evaluate <a href="https://www.formaloo.com/blog/build-your-own-student-management-system-with-formaloo">student engagement</a> and manage daily activities.</li> 
 <li>Online Education Platforms: Facilitate virtual class management and performance tracking.</li> 
 <li>Educational Institutes: Streamline various academic and administrative functions across departments.</li> 
</ul> 
 
<h3>Key features of the student management portal</h3> 
 
<ul> 
 <li>Date Field: Select dates for attendance and assignment deadlines effortlessly.</li> 
 <li>Long Text: Provide detailed descriptions, feedback, and comments in forms.</li> 
 <li>Look-Up Field: Connect and retrieve data accurately for updated information.</li> 
 <li>File Upload: Allow students to submit assignments and projects directly.</li> 
 <li>Email Integration: Collect email addresses for effective communication and notifications.</li> 
 <li>Single-Choice Field: Enable easy selection of options for quick assessments.</li> 
</ul> 
 
<h3>Customizing your portal with Formaloo features</h3> 
 
With Formaloo, customizing your student management portal is a breeze. You can tailor the following features to suit your institution&rsquo;s needs: 
 
<ul> 
 <li><a href="https://help.formaloo.com/en/articles/8142183-how-to-edit-users-data-roles">User Roles</a>: Assign roles to different users, ensuring everyone has access to the right information.</li> 
 <li>Custom Branding: Add your institution&rsquo;s logo and colors for a personalized touch.</li> 
 <li><a href="https://www.formaloo.com/blog/how-to-create-custom-email-notifications">Automated Notifications</a>: Set up automated alerts for assignment deadlines and upcoming events.</li> 
 <li>Integrated Analytics: Utilize built-in analytics to track student performance and engagement.</li> 
</ul> 
 
Check out our full tutorial on how to <a href="https://help.formaloo.com/en/articles/9614940-how-to-create-a-student-management-app">create your student management portal</a>. 
 
<h3>Additional tips for optimization</h3> 
 
You can create separate portals for different user roles (Teachers, Students, Managers) or manage access within one portal for all users. Customize who can see and access specific pages and menu options, making your management seamless and efficient. 
 
To maximize the effectiveness of your student management portal, consider these tips: 
 
<ul> 
 <li>Engage Students: Use features like polls and surveys to gather feedback from students about their learning experiences.</li> 
 <li>Mobile Accessibility: Ensure that your portal is mobile-friendly, allowing users to access it anytime, anywhere.</li> 
 <li>Regular Updates: Keep your content fresh and relevant by regularly updating assignments and resources.</li> 
</ul> 
 
Ready to transform your educational management process? 
 
<a href="https://id.formaloo.com/profiles/signup/">Try our student management portal template today</a> and experience seamless organization and efficiency. Get started now and simplify your school management! For more insights, check out our blog on <a href="https://www.formaloo.com/blog/how-universities-use-formaloo-to-engage-with-students">effective student engagement</a> and explore how you can enhance learning outcomes.

Student management portal

<h2>Automate a budget request and approval process</h2> 
 
Streamline your internal budget approvals with this ready-to-use workflow. Employees can easily submit budget requests, attach supporting documents, and track the approval status, while finance managers review, approve, or request revisions. 
 
Perfect for finance teams, department heads, and growing companies looking to cut approval times and improve accountability. 
 
<hr> 
<h3>Steps of the workflow 🍃</h3> 
 
&rarr; <a href="https://www.formaloo.com/webinar/how-to-automate-budget-request-approval-workflow" rel="noopener" target="_new">Watch the full workflow tutorial</a> 
 
<img alt="" src="https://s3.amazonaws.com/formaloo-en/s/2025/6/26/BAFzHk2k63d6201b-260d-4d5b-a9d8-8ef40c8452ef.jpg" style="height:450px; width:800px"> 
 
1. Employee submits a budget request 
Employees start by filling out a request form and attaching relevant files (e.g., vendor quotes, project breakdowns). 
 
🔐 Each employee sees only their submissions and related updates. 
 
2. Manager review 
Finance managers or department heads review the submitted request. 
 
<ul> 
 <li>If more details are needed, they can request edits or clarification.</li> 
 <li>If everything looks good, they move the request forward.</li> 
</ul> 
 
3. Admin panel tracking 
The request appears in the admin dashboard with status updates. 
This centralized view lets finance leaders track progress across departments and make quick decisions. 
 
4. Request approved or revised 
Once approved, the requester is notified via custom email. 
If changes are needed, the request is returned with notes for resubmission. 
 
5. Final status &ndash; Request fulfilled ✅ 
The approved request is marked complete, and funds are allocated accordingly. 
 
<hr> 
<h3>What&rsquo;s included in the template? 🧩</h3> 
 
<ul> 
 <li>Admin Panel Integration: Link requests directly to a centralized budget management panel.</li> 
 <li>Conditional Logic: Ensure requests follow the correct approval path based on department, amount, or urgency.</li> 
 <li>Custom Email Notifications: Keep employees informed at each stage with auto-updated, personalized emails.</li> 
</ul> 
 
<hr> 
<h3>👀 What you can do with the template:</h3> 
 
📨 Customize Notifications 
Update the automated email templates with your company tone, project instructions, or next steps. 
 
&rarr; <a href="https://help.formaloo.com/en/articles/8147758-how-to-send-custom-email-templates" rel="noopener" target="_new">Learn how to edit email templates</a> 
 
✨ Automate Approvals with Logic 
Set conditional rules like: 
&ldquo;If budget amount &gt; $10,000 &rarr; route to CFO&rdquo; 
&ldquo;If project = Marketing &rarr; auto-notify marketing director&rdquo; 
 
🖌️ Personalize with Your Brand 
Make it feel like yours: 
 
<ul> 
 <li><a href="https://help.formaloo.com/en/articles/11321512-customize-your-form-app-layout-and-design">Add your logo and brand colors</a></li> 
 <li><a href="https://help.formaloo.com/en/articles/8142148-how-to-set-a-custom-domain-for-your-forms">Use your custom domain</a></li> 
 <li><a href="https://help.formaloo.com/en/articles/11321512-customize-your-form-app-layout-and-design">Modify button labels, form fields, and emails</a></li> 
</ul> 
 
Advanced features available with the Enterprise plan: 
 
<ul> 
 <li>Custom domains</li> 
 <li><a href="https://help.formaloo.com/en/articles/8638486-how-to-remove-formaloo-branding">White-labeling</a></li> 
 <li>Expanded form logic options</li> 
</ul> 
 
&rarr; <a href="https://www.formaloo.com/blog/cut-budget-approval-time-by-73-build-an-automated-workflow-in-minutes">Read how automating&nbsp;budget request approvals reduces time by 73%</a> 
 
<hr> 
<h3>Start using the template today! 🚀</h3> 
 
Click Use Template to automate your budget request process today. 
 
 
Don&rsquo;t have a Formaloo account? <a href="https://admin.formaloo.com/w/" rel="noopener" target="_new">Sign up free</a> and start building your workflow in minutes.

Budget request approval portal

<h2>Check and approval designs easily 🍃</h2> 
 
Streamline your creative review process with a structured Design Approval Portal that helps teams collaborate efficiently, track feedback, and approve designs with ease. 
 
This app allows designers to submit their work, reviewers to provide feedback, and decision-makers to approve or request changes&mdash;all in one centralized platform. 
 
You can turn this dashboard into a portal to manage access levels and ensure only relevant stakeholders can review and approve designs. 
 
📖 Check out our guide on How to create a portal and manage user access. 
 
<h3>Who is this app for?</h3> 
 
Perfect for creative agencies, marketing teams, product designers, and any business that requires a structured design approval process. This portal helps teams stay organized and speed up approvals while maintaining creative quality. 
 
<h3>How can you use it?</h3> 
 
1️⃣ Design submission &ndash; Designers upload their work for review. 
2️⃣ Feedback &amp; collaboration &ndash; Reviewers comment on designs and suggest edits. 
3️⃣ Approval workflow &ndash; Move submissions to &quot;Pending,&quot; &quot;Approved,&quot; or &quot;Needs Revisions&quot; columns. 
4️⃣ Automated notifications &ndash; Notify designers of approvals or requested changes via email. 
5️⃣ Version tracking &ndash; Keep a record of revisions to ensure seamless collaboration. 
 
By integrating Advanced Logic and On-Update Logic, approvals and rejections trigger automated actions, such as notifying designers or moving projects to the next stage. 
 
<h3>Benefits</h3> 
 
✅ Speeds up the design approval process 
✅ Enhances collaboration between designers and stakeholders 
✅ Reduces back-and-forth communication with structured feedback 
✅ Ensures version control and tracks approval history 
✅ Provides a clear, centralized platform for all design reviews 
 
Start using this Design Approval Portal today to simplify your creative workflow and get faster approvals!

Design approval workflow

<h2>Job application workflow in a few steps 🍃</h2> 
 
Hiring made simple. This ready-to-use job application workflow helps HR teams manage the entire process &mdash; from first submission to final offer &mdash; with automation, personalized emails, and task tracking. 
 
Perfect for HR teams, startups, and marketing departments looking to streamline hiring. 
 
Steps of the workflow: 
 
<ul> 
 <li>Step 1: Candidate submits the application form. 
 <ul> 
 <li>📩 HR gets an email notification right after the submission is made. 
 &nbsp;</li> 
 </ul> 
 </li> 
 <li>Step 2: HR checks the application, updating&nbsp;the application status: 
 <ul> 
 <li>✅ Candidate receives interview invitation link with the CMO.</li> 
 <li>🚫 A kind rejection email. 
 &nbsp;</li> 
 </ul> 
 </li> 
 <li>Step 3:&nbsp;CMO makes notes on the meeting, decides if task assignment should be sent: 
 <ul> 
 <li>✅ Applicant receives a custom email with a task assignment form.</li> 
 <li>🚫Applicant gets a rejection email, thanking them for the interview.&nbsp; 
 &nbsp;</li> 
 </ul> 
 </li> 
 <li>Step 4:&nbsp;CMO checks the task, updating the status: 
 <ul> 
 <li>✅ Candidate gets an email with the invitation of an&nbsp;interview with the CEO.</li> 
 <li>🚫 Applicant gets a rejection email, thanking them for the task submission. 
 &nbsp;</li> 
 </ul> 
 </li> 
 <li>Step 5: The CEO makes notes during the meeting, deciding on the final status: 
 <ul> 
 <li>✅ Candidate gets an email with a proposal.</li> 
 <li>🚫 Candidate gets a&nbsp;personalized email thanking them for taking the time to apply.</li> 
 </ul> 
 </li> 
</ul> 
 
<img alt="" src="https://s3.amazonaws.com/formaloo-en/s/2025/4/16/LeMXoikle690746c-ce2a-42ba-bd35-a64952cb0209.jpg" style="height:398px; width:700px"> 
 
NB: The workflow can be adjusted - adding or removing steps.&nbsp;Feel free to make adjustments that fit your specific use case. 
 
<h3>Dashboard pages and what you can do with them</h3> 
 
<ul> 
 <li>Applicants -&nbsp;Track applicants and update their status.</li> 
 <li>Assignments - The CMO can see, review, and update the status of applicants based on task assignments &amp;&nbsp;use AI to analyse submissions.</li> 
 <li>2nd interview: Final stage where the CEO makes notes during the interview, deciding on the status of the application.</li> 
 <li>Marketing team &rarr; Marketing Executive:&nbsp;CMO can make notes during the interview, deciding on the status of the application.</li> 
</ul> 
 
⚙️ Stages would go as follow: Applicants&nbsp;&rarr;&nbsp;Marketing Executive&nbsp;&rarr;&nbsp; Assignments&nbsp;&rarr; 2nd interview&nbsp; 
 
&nbsp; 
 
<h3>🧩 Features included in the template</h3> 
 
<ul> 
 <li>3 Forms - 1 Job application form;</li> 
 <li>AI analyze&nbsp;block - Giving an unbiased analysis of tasks;</li> 
 <li>Custom email templates for every step of the workflow;</li> 
 <li>Conditional logic&nbsp;- &quot;On update&quot; logic ensures the flow runs as expected. 
 &nbsp;</li> 
</ul> 
 
<h2>What you can do with the template </h2> 
 
Now that you have the template on your workspace, it&#39;s time to make it your own truly. Here are some recommendations: 
 
<h3>📨 1. Update email templates</h3> 
 
Even though the template includes email templates, they don&#39;t have your personal information. For example, Calendly meeting links, deadlines, emails, and so on.&nbsp; 
 
Make sure to edit those templates so they&#39;re relevant to your case. You can add logos, photos, links, and other media, matching your brand image and requirements. 
 
<a href="https://help.formaloo.com/en/articles/8147758-how-to-send-custom-email-templates">&rarr;&nbsp;Click here to learn how to edit email templates</a> 
 
You can also configure your own SMTP&nbsp;to send personalized emails from your address, enhancing brand consistency and deliverability. 
 
<h3>✨ 2. Give an AI prompt to analyze tasks</h3> 
 
On the assignments page, you&#39;ll find the AI analyze block, which will help you get an unbiased analysis of the task submissions.&nbsp; 
 
The prompt can look something like this: 
 
💬 &quot;Review the following task submission for a Marketing Executive role. Evaluate the candidate&rsquo;s work in terms of strategic thinking, creativity, understanding of marketing channels, clarity, and practicality. Identify: Key strengths, Potential red flags or weak areas, Questions the CMO should ask during the interview based on this submission, An overall fit score (1&ndash;10) with a brief explanation.&quot; 
 
<a href="https://help.formaloo.com/en/articles/8147758-how-to-send-custom-email-templates">&rarr;</a>&nbsp;<a href="http://How%20to%20write%20effective%20AI%20prompts">Click here to learn how to write effective AI prompts</a> 
 
<h3>🖌️ 3. Personalize with your brand&nbsp; </h3> 
 
With Formaloo, you can customize everything - starting from logos, to font, to colors and custom domains. Not to mention 100% white label option - You can remove our branding and add your own.&nbsp; 
 
So you can: 
 
<ul> 
 <li>Set up unlimited&nbsp;custom domains</li> 
 <li>Customize&nbsp;emails to remove Formaloo&#39;s branding</li> 
 <li>Add&nbsp;your logo and cover image</li> 
 <li>Choose&nbsp;your brand&rsquo;s color palette</li> 
 <li>Select&nbsp;a custom font from Google Fonts</li> 
 <li>Change&nbsp;button style, background, and more</li> 
</ul> 
 
If you&rsquo;re on an Enterprise plan, you can request complete customization of the Formaloo dashboard, including: 
 
<ul> 
 <li>Replacing the Formaloo brand with yours</li> 
 <li>Adjusting the interface styling</li> 
 <li>Adding team-wide custom domains, SSO, and more</li> 
</ul> 
 
<h3>🧩 On-Premise / Self-Hosted option</h3> 
 
Need full control over your data and infrastructure? Formaloo also offers a self-hosted solution. 
 
🔗 Learn more about our advanced white-labeling options: 
 
<ul> 
 <li>👉 <a href="https://www.formaloo.com/enterprise" rel="nofollow noopener noreferrer" target="_blank">Enterprise solution</a></li> 
 <li>👉 <a href="https://www.formaloo.com/self-hosted" rel="nofollow noopener noreferrer" target="_blank">Self-hosted (On-Premise) solution</a></li> 
</ul> 
 
<h3>🔐 5. Turn it into a portal </h3> 
 
You can have a portal with secure login and sign-up options, where you decide who has access to what data.&nbsp; 
 
<a href="https://help.formaloo.com/en/articles/9374925-how-to-create-a-portal-and-manage-users-access">&rarr;&nbsp;Learn how to&nbsp;create a portal and manage users&#39; access</a> 
 
<h2>🚀 Start using the template today!&nbsp;</h2> 
 
It&#39;s this simple! Just click on&nbsp;Use template&nbsp;to start using the workflow.&nbsp;If you don&#39;t have a Formaloo account, <a href="https://admin.formaloo.com/w/">sign up for free</a> and get started with this template today to collect structured and detailed applications effortlessly!

Job applicant tracking approval workflow

<h2>Automate a contract review and approval process</h2> 
 
Simplify the contract review and approval process. This ready-to-use workflow helps legal firms manage the entire process&mdash;from client submission to final contract signing&mdash;using automation, personalized emails, and task tracking. 
 
Perfect for legal firms, corporate clients, and businesses looking to streamline contract management. 
 
<h3>Steps of the workflow 🍃</h3> 
 
<img alt="" src="https://s3.amazonaws.com/formaloo-en/s/2025/4/29/KZ2uEIjA638b9640-a29d-4b6e-9196-03d414f27ddd.jpg" style="height:398px; width:700px"> 
 
<ol> 
 <li>Client submits contract request 
 The process starts when a client submits a contract request through the secure portal. 
 
 🔐&nbsp;Each client has access only to their submission and related documents.</li> 
 <li>Legal review 
 The legal team reviews the request: 
 <ul> 
 <li>If additional information is needed, they change the status of the application and add notes;</li> 
 <li>Once all required information is collected, the contract is drafted.</li> 
 </ul> 
 </li> 
 <li>Contract drafted and ready for approval 
 The legal team prepares the draft contract and marks it as ready for client approval.</li> 
 <li>Uploading and client notification 
 The drafted contract is uploaded to the portal. 
 
 At the same time, the legal firm sends a custom email notification, directing the client to log in and review the submission.</li> 
 <li>Client Review 
 <ul> 
 <li>If the client is satisfied, they approve the document within the portal and download the file.</li> 
 <li>If changes are needed, the client requests them through the portal, and the legal team revises and resubmits the updated contract.</li> 
 </ul> 
 </li> 
 <li>Final step &ndash; Document download ✅ 
 Once the client approves the final version, they download the finalized document directly from the portal.</li> 
</ol> 
 
<hr> 
<h3>&nbsp;</h3> 
 
<h3>What&#39;s included in the template? 🧩</h3> 
 
Custom email templates: For each stage (submission, review, approval, signing). 
 
Conditional Logic: Ensure the correct flow by using logic for each stage (e.g., if &quot;Revision Required&quot; is selected, the next email will prompt the client to make changes). 
 
&nbsp; 
 
<h3>👀 What you can do with the template:</h3> 
 
Now that you have the template in your workspace, here are some ways to customize and use it: 
 
📨 Update Email Templates 
Edit the email templates to make them relevant to your firm&#39;s brand and processes. Add personalized information like meeting links, contract deadlines, and more. 
 
&rarr; <a href="https://help.formaloo.com/en/articles/8147758-how-to-send-custom-email-templates">Learn how to edit email templates</a> 
 
&nbsp; 
 
✨ Set Up AI Contract Analysis 
Use AI to analyze contract submissions and flag potential legal issues. This will help streamline the review process and ensure consistent quality in contracts. 
 
💬 Example AI Prompt: 
&quot;Review the following contract for legal compliance. Highlight any clauses that may need further clarification or revision. Provide feedback on clarity, legal soundness, and potential risks.&quot; 
 
&rarr; <a href="https://help.formaloo.com/en/articles/9797669-how-to-write-effective-ai-prompts">Learn how to create effective AI prompts</a> 
 
&nbsp; 
 
🖌️ Personalize with Your Brand 
Fully customize the workflow to reflect your firm&#39;s branding: 
 
<ul> 
 <li>Add your logo and branding to the forms and emails</li> 
 <li>Customize colors, fonts, and button styles</li> 
 <li>Use a custom domain for your firm&rsquo;s forms</li> 
</ul> 
 
If you&#39;re on an Enterprise plan, you can access more advanced features like: 
 
<ul> 
 <li>Custom domain setups</li> 
 <li>White-labeling for complete branding control</li> 
 <li>More flexible form customization</li> 
</ul> 
 
&nbsp; 
 
<h3>Start using the template today! 🚀</h3> 
 
It&rsquo;s that simple! Click on Use Template to start automating your contract approval process today. 
 
If you don&rsquo;t have a Formaloo account, <a href="https://admin.formaloo.com/w/">sign up for free</a> and begin streamlining your workflow right away!

Business contract review and approval workflow

<h2>Printer Order Management System Template</h2> 
 
Streamline order processing and enhance workflow efficiency with the Printer Order Management System template for Formaloo. This system enables users to manage all their orders in one place, while providing a seamless experience for both users and administrators. 
 
<h3>For Users:</h3> 
 
<ul> 
 <li>Submit supply orders</li> 
 <li>Submit service orders</li> 
 <li>Submit quote requests</li> 
</ul> 
 
<h3>For Admins:</h3> 
 
<ul> 
 <li>View and approve orders submitted by users</li> 
 <li>Track the status and updates on each order</li> 
</ul> 
 
<h3>Notifications:</h3> 
 
8 email notifications are included: 
 
<ul> 
 <li>Confirmation emails when users submit orders</li> 
 <li>Notifications when admins update order status or add comments</li> 
</ul> 
 
<h3>Key Features:</h3> 
 
<ul> 
 <li>Order Management: Easy submission and tracking of supply, service, and quote requests.</li> 
 <li>Admin Approval: Admins can view, approve, and manage orders within the portal.</li> 
 <li>Email Notifications: Automated emails for both users and admins at critical stages of the order process.</li> 
</ul> 
 
<h3>Benefits:</h3> 
 
<ul> 
 <li>Improve order tracking and approval efficiency.</li> 
 <li>Enhance communication with automated email notifications.</li> 
 <li>Simplify the process of managing supply, service, and quote requests.</li> 
 <li>Save time with centralized order management and updates.</li> 
</ul> 
 
Formaloo&#39;s Printer Order Management System template ensures smooth, efficient handling of all printer-related orders, improving both user experience and administrative workflow.

Order Management System (OMS) Portal

<h2>Patient intake and booking &ndash; made effortless 💙</h2> 
 
A complete no-code workflow to handle patient registration, intake, and appointment scheduling in one secure, HIPAA-compliant portal. 
 
Designed specifically for clinics, private practices, hospitals, and telehealth providers, this ready-to-use system simplifies the administrative burden of onboarding patients &mdash; so you can focus more on care and less on paperwork. 
 
<hr> 
<h3>🩺 Perfect for healthcare professionals &amp; teams</h3> 
 
Whether you run a solo practice, manage a multi-specialty clinic, or coordinate care for a larger health system, this portal is built for your needs. Streamline your front desk operations, stay compliant, and create a seamless patient experience from the very first interaction. 
 
<hr> 
<h3>🔄 Steps of the workflow:</h3> 
 
Step 1: Patient signs up and creates a profile. 
🔐 A secure portal ensures protected access, following HIPAA compliance standards. 
 
Step 2: Patient fills out the intake form. 
📋 Includes medical history, current concerns, allergies, medications, and insurance details. 
 
Step 3: Patient books an appointment. 
🕒 Bookings are automatically logged and routed to your team for review. 
 
Step 4: Your team reviews the booking request. 
✅ If approved, the patient receives a personalized confirmation email with appointment details. 
🚫 If not a fit, a custom decline message is sent, kindly guiding next steps. 
 
<hr> 
<h3>📊 Dashboard pages and what you can do with them:</h3> 
 
<ul> 
 <li>Patients &ndash; View submitted profiles and intake forms, update records.</li> 
 <li>Appointments &ndash; Review, accept, or decline bookings with a single click.</li> 
 <li>Inbox &ndash; Track automated messages and patient communications.</li> 
 <li>Admin page &ndash; Customize email templates, access logs, and manage staff permissions.</li> 
</ul> 
 
<hr> 
<h3>🧩 Features included in the template:</h3> 
 
<ul> 
 <li>3 Forms &ndash; Patient registration, intake form, and booking form.</li> 
 <li>Custom emails &ndash; Sent based on status updates, with editable content.</li> 
 <li>Secure portal &ndash; Patients can sign up/login to manage their profile and bookings.</li> 
 <li>HIPAA-compliant setup &ndash; Protect patient data with best-in-class encryption and privacy protocols.</li> 
 <li>Conditional logic &ndash; Automations run based on booking status or form updates.</li> 
</ul> 
 
<hr> 
<h3>🛠️ What you can do with this template:</h3> 
 
Now that the system is set up, you only need to personalize the email templates &ndash; add your clinic&rsquo;s branding, meeting links, location info, or any extra instructions. 
 
📨 1. Update your email templates 
Swap out the placeholders with your own details: clinic name, calendar links, and patient contact instructions. 
 
<a href="https://help.formaloo.com/en/articles/8147758-how-to-send-custom-email-templates">&rarr; Click here to learn how to customize your emails</a> 
 
🎨 2. Brand it your way 
Upload your logo, choose your colors, <a href="https://help.formaloo.com/en/articles/8142148-how-to-set-a-custom-domain-for-your-forms">add custom domain</a>, and even go fully white-label. Formaloo gives you complete visual control of the portal. 
 
🔐 3. Ensure secure patient access 
Set up secure login access and manage who can view or edit medical information. Your portal can be restricted to internal staff, care coordinators, or admin teams as needed. 
 
🧩 4. No-code &amp; flexible 
Built with non-technical users in mind, this portal requires zero coding. Customize form fields, add extra workflows, or remove steps to match your exact clinic process. 
 
<hr> 
<h3>⚙️ Enterprise-grade options available</h3> 
 
Need more control? Our <a href="https://www.formaloo.com/enterprise">Enterprise</a> and <a href="https://www.formaloo.com/self-hosted">On-Premise </a>options offer advanced customization, SSO, full white-label branding, and dedicated support for IT teams. 
 
<hr> 
<h3>🚀 Get started now!</h3> 
 
Click Use template to instantly launch the Patient Intake &amp; Booking Portal in your workspace. You&rsquo;ll be collecting structured patient info and managing appointments in no time &mdash; securely, efficiently, and without writing a single line of code. 
 
Let your team focus on patients. Let Formaloo handle the rest.

Patient intake and booking portal

<h2>Smarter, better CRM</h2> 
 
Maximize your sales efficiency with this intelligent, lead-scoring CRM built for high-performing teams. This all-in-one portal empowers your salespeople to prioritize, track, and close leads&mdash;faster and smarter. With automated scoring, Kanban-style deal tracking, and task management, your team can focus on what matters: converting the right leads. 
 
<h3>📌 Workflow Overview</h3> 
 
<img alt="" src="https://s3.amazonaws.com/formaloo-en/s/2025/6/20/Q0WMhRUHd5efcc63-0b1e-448a-9204-1da478cb71e7.png" style="height:450px; width:800px"> 
 
This CRM portal is structured to automate and streamline the entire lead-to-deal journey: 
 
<ol> 
 <li>Lead Capture &amp; Scoring 
 A lead fills out the contact form. This form includes scoring criteria (like industry, budget, urgency), and the system calculates an automatic lead score instantly.</li> 
 <li>Notification &amp; Lead Review 
 The assigned salesperson gets notified in real time. They review the lead score and finalize whether it&rsquo;s qualified or not qualified.</li> 
 <li>Tagging &amp; Filtering 
 Based on the qualification, the lead is tagged. A centralized contacts table automatically filters to show only &ldquo;qualified&rdquo; leads, making it easy to focus on hot prospects.</li> 
 <li>Kanban Board &amp; Pipeline View 
 Salespeople track lead statuses in a Kanban board&mdash;perfect for visual pipeline management and moving leads through stages.</li> 
 <li>Deal Creation 
 Qualified leads can then be converted into deals using Form 2, which links back to the lead data.</li> 
 <li>Task Management 
 Each salesperson has a private task portal (Form 3 + linked rows) where they can create follow-ups, add notes, and manage their own to-dos.</li> 
 <li>Outcome Tracking 
 Deals are marked as Won or Lost: 
 <ul> 
 <li>If Won, it&#39;s logged automatically.</li> 
 <li>If Lost, the salesperson adds a reason and can optionally create a follow-up task.</li> 
 </ul> 
 </li> 
</ol> 
 
Each salesperson sees only their assigned tasks and leads&mdash;ensuring clarity, security, and efficiency. 
 
<h3>✅ Who is this app for?</h3> 
 
Ideal for startups, SMBs, and sales teams looking for a flexible, no-code CRM to centralize lead management, automate prioritization, and improve conversion workflows. 
 
<hr> 
<h3>✨ Key Features &amp; Benefits</h3> 
 
<ul> 
 <li>🔥 Automatic lead scoring to prioritize outreach</li> 
 <li>🧠 Intelligent tagging for fast filtering and segmentation</li> 
 <li>📊 Kanban boards for intuitive, visual deal tracking</li> 
 <li>✅ Task management portal scoped to each salesperson</li> 
 <li>🔒 Row-level access control keeps leads secure and roles focused</li> 
 <li>📥 Real-time notifications to speed up follow-ups</li> 
 <li>🔗 Linked forms and tables for seamless data updates</li> 
</ul> 
 
Take full control of your sales pipeline&mdash;from contact to close. 
 
 
Start using the Lead Scoring CRM Portal today and watch your conversion rate climb!&nbsp;

Lead generation form and custom CRM

<h2>Manage and Approve Client Projects with Ease</h2> 
 
Streamline how your clients submit work requests and how your team handles them&mdash;start to finish. This ready-to-use portal helps you collect project briefs, assign specialists, track feedback, and deliver final results&mdash;all in one place. 
 
Perfect for creative agencies, marketing teams, and service providers who want to save time, reduce back-and-forth, and scale their operations. 
 
<hr> 
<h3>Steps of the workflow 🍃</h3> 
 
<a href="https://www.formaloo.com/webinar/build-a-client-portal-with-project-tracking-with-formaloo">&rarr; Watch the full portal walkthrough</a> 
 
<hr> 
<img alt="" src="https://s3.amazonaws.com/formaloo-en/s/2025/7/3/UkLDaDjhc104f783-0fc5-4d16-a568-13a15de2dceb.jpg" style="height:450px; width:800px"> 
 
&nbsp; 
 
<h3>Steps to the template</h3> 
 
1. Client submits a project 
Clients complete a guided form with all key details&mdash;goals, target audience, references, deadlines, and file uploads. 
🔐 Each client sees only their own projects and status updates. 
 
<hr> 
2. Internal review &amp; team assignment 
Account managers review the submission for completeness. 
If something&rsquo;s missing, they request follow-up. If ready, the project is assigned to the right specialist. 
 
<hr> 
3. Work in progress 
The assigned team member sees the project in their personal &ldquo;My Tasks&rdquo; view. 
They begin work and can update task status as they go (e.g. In Progress, Internal Review, Waiting on Client). 
 
<hr> 
4. Ready for client review 
Once the work is ready, the client gets an automated email with a link to review and approve the deliverables. 
Revisions? No problem&mdash;they can leave comments, and the task loops back to the team. 
 
<hr> 
5. Final delivery ✅ 
When approved, the project is marked complete. Final files and links appear in the client&rsquo;s &ldquo;Completed Projects&rdquo; view for easy access. 
All communication and history stay visible for future reference. 
 
<hr> 
<h3>What&rsquo;s included in the template? 🧩</h3> 
 
<ul> 
 <li>Client Dashboard 
 Each client gets a secure space to submit, track, and review projects.</li> 
 <li>Project Submission Form 
 Collect structured requests with files, goals, deadlines, and notes.</li> 
 <li>Team View + Status Pipeline 
 Internal dashboard for your team to manage assignments and timelines.</li> 
 <li>Custom Email Notifications 
 Clients are automatically notified at each stage: submission received, review needed, revision requested, approved.</li> 
</ul> 
 
<hr> 
<h3>👀 What you can do with the template:</h3> 
 
📨 Customize Notifications 
Update email copy to match your tone, include links, or request feedback. 
 
&rarr; Learn how to edit email templates 
 
✨ Automate with Logic 
Route projects based on type or urgency: 
&ldquo;If type = Design &rarr; assign to design team&rdquo; 
&ldquo;If priority = High &rarr; auto-flag for fast review&rdquo; 
 
🖌️&nbsp;Personalize with Your Brand 
Make it feel like yours: 
 
<ul> 
 <li><a href="https://help.formaloo.com/en/articles/11321512-customize-your-form-app-layout-and-design" rel="noopener" target="_blank">Add your logo and brand colors</a></li> 
 <li><a href="https://help.formaloo.com/en/articles/8142148-how-to-set-a-custom-domain-for-your-forms" rel="noopener" target="_blank">Use your custom domain</a></li> 
 <li><a href="https://help.formaloo.com/en/articles/11321512-customize-your-form-app-layout-and-design" rel="noopener" target="_blank">Modify button labels, form fields, and emails</a></li> 
</ul> 
 
Advanced features available with the Enterprise plan: 
 
<ul> 
 <li>Custom domains</li> 
 <li><a href="https://help.formaloo.com/en/articles/8638486-how-to-remove-formaloo-branding" rel="noopener" target="_blank">White-labeling</a></li> 
 <li>Expanded form logic options</li> 
</ul> 
 
<h3>Start using the template today! 🚀</h3> 
 
Click&nbsp;Use Template&nbsp;to automate your budget request process today. 
Don&rsquo;t have a Formaloo account?&nbsp;<a href="https://admin.formaloo.com/w/" rel="noopener" target="_blank">Sign up free</a>&nbsp;and start building your workflow in minutes.

Client Portal