Easyflow
Get started

Finance template

Customer credit limit workflow template

Sales asks for a credit limit, finance analyzes it and the approver depends on the amount.

3 steps 10 fields Approval limits by amount
Use this template See the steps

Free for 14 days. No credit card. You can change every step and field.

How it runs, step by step

The process reads from top to bottom. Each step goes to its owner with a deadline, and everything that happens is recorded in the request's timeline.

  1. Request

    Whoever starts the request

    Who the customer is and how much credit they need.

    5 fields in the request form
    • Customer * Text
    • EIN * Text
    • Limit requested * Amount
    • Expected monthly purchases Amount
    • Reason * Long text

  2. Credit analysis

    A person or team you choose

    Check the customer's credit report, history and payment behavior. The recommended limit decides who approves.

    Due in 2 days (business time)

    Approval depends on “Recommended limit”

    Up to $20,000The requester’s manager
    $20,000 to $100,000Approvers you choose
    Above $100,000Approvers you choose (2 approvals)
    3 fields
    • Credit score Number
    • Recommended limit * Amount
    • Analysis * Long text

  3. Registration

    A person or team you choose

    Register the approved limit in the system.

    Due in 1 day (business time)
    2 fields
    • Approved limit * Amount
    • Review on Date

Make it yours

  • Rename and reorder steps and add the fields your team actually needs. Totals and formulas are calculated as people type.
  • Choose who does each step: a person, a team, the requester's manager, or someone picked earlier in the form.
  • Set the approvals, including approval limits by amount, and let approvers decide straight from their email.
  • Add deadlines and reminders, counted in business hours if you want, and escalate late steps.

More finance templates

Purchase request

Ask for something to be bought, get it approved and track the order until it arrives.

Request → Director approval → Place the order → Confirm delivery

Travel advance and expense report

Ask for an advance before the trip; after the return date the traveler reports the expenses and finance settles the difference.

Request → Advance payment → Trip → Expense report → Settlement

Purchase order with approval limits

Small purchases go straight through, larger ones need the manager, and the biggest go to the board. The purchase order PDF is issued at the end.

Request → Purchasing

Start from this template

Copy it into your workspace, invite the people involved by email, and send the first request today. One plan with every feature, from $49 a month for 5 users.

Use this template