Simplify your intake process with WorldView's Referral AI! Fast, accurate, and effortless referral management. See It in Action→ 

Schedule a Demo

New Account Unity Form

Simplify and Automate Business Processes

Schedule a Demo
New-Account-Unity-Form (1)
NEW ACCOUNT UNITY FORM

Add Intelligence to the Tracking Process

Collaborate with WorldView to streamline your new account approval process and build dynamic forms and workflows that route required information exactly where it needs to go. We can help simplify the capture of new vendor information along with many other enhancements such as new customer approval, purchasing requisitions, expense reimbursements, or even time off requests. Save headaches and improve user experience with simple and easy to use technology.

"WorldView’s response time has been pretty quick, which is really nice. So far, everything we’ve had an issue with they’ve been able to resolve."

Dakota
Julie Moseley
Assistant Controller, Dakota Premium Hardwoods

"The simplicity is spot on, it’s exactly what we needed. It functions great and does exactly what was promised. It’s great that it’s simple."

Captial
Jon Zawodny
Information Technology Manager, Capital Forest Products

Other Business Solutions

ENTERPRISE CONTENT MANAGEMENT

With WorldView Enterprise Content Management, indexing, storing, and retrieving documentation has never been easier. Built for any size operation, ECM can be directly integrated with your organization's Enterprise Resource Planning (ERP) platform and provides the ability to manage all documentation in a single repository without limitation.  

AP INVOICE AUTOMATION

WorldView Accounts Payable Workflow Automation is an electronic document and information routing system, which allows for daily transactions to be processed more efficiently and accurately than traditional paper-based processes. Create efficiency within your organization, while also providing full visibility and governance over critical business processes. 

RMA REQUEST WORKFLOW

Optimize your company's approach to handling customer Return Material Authorization (RMA) requests. Standardize your authorization form and set up workflows for appropriate approval and tracking. Empower customers to fill out the form online or allow the sales team to submit on their behalf. With WorldView, driving efficiency is key to maximizing ROI. 

AP ORDER ACKNOWLEDGMENT AUTOMATION

WorldView's Intelligent Capture for Order Acknowledgment is a tool designed to automate the comparison of purchase orders to order acknowledgments, ensuring effective communication between buyers and suppliers. It keeps both parties well-informed about order specifics, delivery times, and mutual expectations. This tool simplifies your business process by reducing the need for manual work and ensuring clear and thorough oversight of this vital business function.

GET IN TOUCH WITH OUR TEAM

Reach out today and see what WorldView can do for you.

Schedule a Demo