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
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.
Dashboards
Guides on Spendflo Dashboards for Buying and Management.
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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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
Talks about Spendflo Settings and Billing Info
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
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Get a holistic view of all your requests in one place
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Gain instant updates and valuable insights
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Leverage commands on Slack to upgrade/downgrade your request
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Leverage commands on Slack to create a new request
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Leverage commands on Slack to renew a request
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Leverage commands on Slack to view benchmarks
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Leverage commands on Slack to view contracts
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Leverage commands on Slack to view requests
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Request Details Feature
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How to create a new Procurement Request ?
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How to add a new contract on Spendflo?
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How to add a follower to a contract?
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How to cancel a contract on Spendflo?
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How to raise an Upgrade or Downgrade request?
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How to create a new product on Spendflo Catalog?
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How to raise a Renewal request on Spendflo?
Management Hub
Guides for Spend, Products, Teams, and everything SaaS Management.