Workflows
Flexible forms to power your intake and renewals
- Drag-and-drop form builder:
- Create new forms with ease using our intuitive interface.
- Versatile field types:
- Capture any type of data with configurable fields, including stakeholder assignments, company selection, multi-select options, and statuses.
- Calculated fields:
- Dynamically compute values based on user inputs to streamline data collection (e.g. contract term can be calculated from contract start and end dates).
- Conditional logic:
- Show, hide, or make fields required based on user responses.
- Pre-built templates:
- Save time by choosing from our collection of pre-designed form templates that give you best-in-industry workflows.
- Email automation:
- Automatically send renewal forms to designated stakeholders, along with reminders that ensure timely completion.
Deal Management
- Understand progress:
- See which deals have passed certain milestones, for example, the decision to renew/terminate/replace.
- Manage form submissions:
- Easily monitor stakeholder form submissions and identify any overdue items.
- Custom views:
- Group, filter and sort your deal data. Save and edit any existing views.
- View templates:
- Leverage our pre-built views designed to isolate common deal organization questions. For example, see deals by procurement team members, by quarter, or by urgency.
Deal Profile
- Don't compromise on your schema:
- Align your deal profile fields with your operational needs.
- Custom fields:
- Capture all relevant deal information with a wide range of field types. We place no limit on the number of custom fields.
- Rich text formatting:
- Unlock the power of your text fields. No need to move into another document to organize your notes.
- Comments:
- Organize your internal discussions on a deal. Use threads, edit or delete comments, and use reactions to show agreement or acknowledgment.
- Monitor negotiation progress:
- See how a deal has progressed over rounds of negotiations. Stay informed on changes in contract value, terms and other concessions.
- Track interconnected deals:
- Renewals and evaluations are connected to the deal they originated from. You can manage these relationships from both the parent and child deals.
Out-of-the-box workflows
- Proactive renewals
Stay on top of upcoming renewals, keep track of different conversations with alternative suppliers, and track your negotiations over time.
- Early intake
With Airflip’s other sourcing features, stakeholders want to get into Airflip as soon as they’ve identified a business need. This means that your team will find out about net new deals as soon as the stakeholder starts their evaluation.
- Supplier performance
Send out surveys to your stakeholders to ask them how their suppliers are performing and whether they’re getting the value they were looking for.