Auto-generate POs
With Simple Forms
Use our purchase order form template to
simplify your purchase process
Do it Your Way
Tweak our templates and tailor them to your needs. Our no-code form builder can customise your form within minutes.
Step 1: Edit Process Details
Upon choosing the template, you will be directed to Process Details.
Here, you can change your form title and/or description. You can also give specific users/employees access to this process.
Step 2: Edit Form Fields
Using Form Builder, choose your form fields and edit them.
Step 3: Auto-generate Purchase Order PDF Documents
After finalising your form, proceed to Design Workflow. You will see an existing template workflow with a PDF generator plugin. This plugin allows you to:
- Generate a PDF document from your form details, and
- Automatically email the PDF to the recipient.
To start off, we used the PDF generator plugin to indicate the email recipient, email subject, email body content and PDF content:
The purchase order PDF content can be crafted with the help of placeholders as shown:
If you would like to add other tasks in this process, you can change and customise the workflow by these methods:
- Use other plug-ins from Add Plugins
- Drag the purple connectors around to re-position the plug-in connections
- Double-click each plug-in to edit its details
Step 4: Publish Your Form
After Publish Changes in Workflow Builder, your purchase order process is ready to go.
If you provide employees access to this process in Forma, they will be able to submit their requests with the Submit New Entry button.
Otherwise, you can use the Share button to:
- Send the form to your employees via a public URL
- Embed the form into your website
That’s it. Really.
