E-commerce Workflow Software

Automate order and fulfillment workflows

Streamline order processing, automate payment requests, and manage returns efficiently, improving customer satisfaction and operational efficiency.

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E-commerce Workflow Software

Order-to-delivery

When a customer orders a cake, the order form triggers a workflow to generate a quote. Once the quote is approved, payment is collected, and a delivery date is set. A confirmation email is sent to the customer with the details.

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Order-to-delivery

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Free E-commerce Workflow Templates

Not sure where to start? Choose one of Jotform’s free, ready-made e-commerce templates to get started right away.

Product Return Process

Product Return Process

Sales Order Approval

Sales Order Approval

Inventory Management Workflow

Inventory Management Workflow

Streamline order fulfillment

When a customer places a clothing order, the stock availability is checked automatically. If the item is in stock, payment is processed, and the shipping process begins. A notification email is sent with tracking information.

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Streamline order fulfillment

Automated return processing

When a customer requests a return, the system triggers a review for approval. After the return is approved, the refund is processed, and the customer is notified via email.

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Automated return processing
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E-commerce Use Cases

Warehouse Shipment Process

The warehouse shipment process helps warehouse managers, logistics teams, and fulfillment centers automate and streamline the shipment of goods, ensuring efficient handling and timely deliveries.

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Refund Approval

Streamline the management of customer refund requests with customizable workflows. Easily assign approvers via email and ensure quick responses to tasks for a smoother approval process.

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Purchase Order Approval

Simplify the purchase order process with automated approvals, allowing for quick approval or denial of requests. Easily assign approvers, add emails, and customize workflows.

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Invoice Approval

Streamline the review and approval process for invoices, making it a valuable tool for finance teams, procurement departments, and managers. This workflow ensures efficient handling of invoices, improving accuracy and reducing approval times.

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