SaaS Tracking : Onboarding made easy!

Created by Disha Munoth, Modified on Fri, 05 Jan 2024 at 01:19 AM by Disha Munoth


The SaaS Tracking feature, located under the Onboarding section, allows you to manage & verify contract information efficiently from directly within the Spendflo Platform. It eliminates the need for spreadsheets.

Let's walk you through the key functionalities of the SaaS Tracking feature and help you make the most of the Spendflo Platform to manage & edit your SaaS contracts.

1. Spendflo uploads the Contract CSV:

The Spendflo Onboarding team would import your contracts within the Platform during onboarding. You can view your contracts within the table.

2. Editing Information in the Onboarding Table:

The following actions can be executed from within the table directly  :- 

  • Fill/Edit Mandatory Info: Admins can directly edit & fill information on the table wherever applicable.
  • Mark Products as Verified/Unverified: Admins can click 'verify; when they have completed their check of all information for the fields for the contract.
  • Deleting Products: Admins can choose products to delete from within the Spendflo Platform.
  • Retrieve Contracts: Admins can choose to generate a vendor email template by clicking 'Retreive Contract', which can be used to send to the vendor in case they don't have access to a particular contract for verification.

3. Completion of SaaS Tracking:

Upon verification completion of all products, the contracts seamlessly transition to the Vendor Management page in a consolidated view.

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