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About the Spendflo platform
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Introduction to Spendflo’s onboarding
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Streamline procurement
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Stay on top of your renewals
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Optimize your tech stack
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Get insights on spend and usage
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How to invite someone to the platform and change user role, Requestor/Admin
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Docusign Integration
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Ability to mark ‘will not renew’ or ‘renewed offline’ in the renewal page
Get Started
Guides to get started on the Spendflo platform.
Vendor Management
Guides for vendors, agreements and renewals management.
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About Vendors and Vendor Management
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Adding vendors from ERPs
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Bulk Actions on the Integration Data
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Understanding the vendor listing table
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Filter and search vendors
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Overview tab - vendor details page & available tabs
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Offerings tab - viewing products & services
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Agreements tab - viewing active agreements
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Spend tab - viewing vendor spend analysis
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About agreements and agreement management
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Understanding the agreements listing table
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Filter, custom view, and search agreements
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Adding a new agreement (How to manually add a new vendor in Spendflo)
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CSV import & export actions on agreements
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Managing vendor agreements
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Linking a request to an agreement to update renewal stage
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Bulk uploading agreements
Insights
Guides for real-time insights on applications, licenses, spends and sentiment surveys.
Workflows
Guides for workflow creation and customization for procurement policies.
Requests & Intake Management
Guides for intake management & request management, contracts, and more.
Reports
Guides for Reports and Analytics across all modules on the platform.
Dashboard
Guides on the central platform dashboard
Integrations
Guides on Spendflo's integrations options with other apps.
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Dynamic License Management on Spendflo
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Adobe Direct Integration
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Atlassian Direct Integration
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Asana Direct Integration
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Box Direct Integration
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BrowserStack Direct Integration
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Calendly Direct Integration
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ClickUp Direct Integration
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Confluence Direct Integration
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Docusign Direct Integration
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Netsuite ERP Integration
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QuickBooks ERP Integration
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Coupa ERP Integration
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Xero ERP Integration
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Netsuite Finance Integration
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Quickbooks Finance Integration
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Xero Finance Integration
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Sage Intacct Integration
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Zoho Books Integration
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CSV Upload for Spend
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Okta Usage Integration
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Okta Usage Integration 2.0
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Microsoft Azure AD Usage Integration
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Microsoft Azure AD Usage Integration 2.0
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OneLogin Usage Integration
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Onelogin Usage Integration 2.0
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Ping Identity Usage Integration
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JumpCloud Usage Integration
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Google Workspace Usage Integration
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Generic SAML 2.0 (Login) Integration
FAQs
Talks about Commonly Asked Questions on Spendflo.
Settings
Guides on setting up the platform
Product Updates
Talks about our sprint releases and feature enhancements on the Spendflo platform
Video Series
From creating Requests to managing Contracts and tracking SaaS Usage & Spend, these short video tutorials will show you how it’s done.
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Procurement Streamlined with Workflows
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Introducing Workflows
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Creating a New Workflow
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Creating Workflows With Templates
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Configuring Workflow Phases
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Configuring Workflow Tasks
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Building Custom Forms
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Configuring Workflow Checklists
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Configuring Workflow Conditions
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Managing Workflow Versions