Which one is final?
Copies multiply in shared drives and attachments. People review last week's version without knowing it.
Draft · Review · Approve · Archive
Every document approved. On time, on record.
Docflo takes approvals out of email. Each document goes to the right people in the right order, everyone sees what's waiting on them, and every decision is kept for your next audit.
7-day evaluation · no card needed · guests never take a seat
Tier-2 supplier checks
Being writtenWaiting on AnandBlockedWaiting on KavyaIn force
SupplierHalden Metals
Value (EUR)58,200
RiskHigh
DraftBuyer reviewComplianceIn force
MDMeera Devi is writing · v1
ARWith Anand Raman · due 24 Oct
KBWith Kavya Bose · 1 blocking comment
KBWith Kavya Bose · comment resolved
KBApproved by Kavya Bose · v3
WWordXExcelPDFPDF
Anand's InboxNew
Tier-2 supplier checks
KBKavya BoseCompliance
BlockingResolved
Sub-contractors outside the EU need a separate data agreement first.
On record
Works with the files
you already have
you already have
- WWord
- XExcel
- PPowerPoint
- PDFPDF
- M↓Markdown
- </>HTML
- CSVCSV
- Docflo pages
- Access set by each step
- Encrypted, daily backups
- Data kept in India
- Audit log on every plan
Before Docflo
Last quarter, this lived in email.
The work got done. Proving it was the hard part: which file was final, who signed it off, and where a rule was written down.
Who approved it?
Approvals hide in reply chains. When an auditor asks who signed off version 3, nobody can show it.
Where does it say that?
The answer is in a document somewhere. Finding it means asking around or opening ten files.
How a document moves
One document, from first draft to final record.
Follow Tier-2 supplier checks through one week at Meridian Instruments. You agree the steps once; after that, the document moves itself.
Write it where everyone can see it
Meera writes in Docflo or uploads Word, Excel and PDF files as they are. Key fields sit at the top, so everyone reads the same facts.
- One current version, never a pile of copies
- Fields like supplier, value and risk, set by the process
Comment on the exact words
Reviewers quote the line they mean. A blocking comment locks approval until it's resolved, so nothing slips through on a busy afternoon.
- Blocking comments stop the right buttons
- Replies and resolutions stay on the thread
The next approver finds it in their Inbox
When a step is done, the document goes to the next person with a due date. They press Approve or Request changes. For most people, that's all they ever open.
- Steps can't be skipped
- Late flags before anything goes quiet
On record, for as long as you need it
Approved documents are in force, with their whole history attached: who pressed which button, at which step, on which version. Compare any two versions, months later.
- History on every document
- Archived versions stay searchable
Ask Docflo
Ask a question. Get the answer and the line it came from.
Ask Docflo answers from your own documents. Every answer lists its sources and highlights the exact words it used, so you can check it in a second.
- Only what you can openIt reads the documents the person asking has access to, and nothing else.
- Sources on every answerEach claim links back to a document, a section or a history entry.
- Nothing changes without youIt can suggest an edit. It never makes one until you accept it.
Ask DocfloReads Meridian Instruments documents you can open
Priya Rao · just now
Which suppliers still need a data agreement?
Two suppliers in Supplier onboarding still need one before Compliance check: Halden Metals, because it uses a sub-contractor outside the EU, and Nordic Seals, whose agreement ended on 30 Sept. Pellucid Optics already has a signed agreement on file.
Sources
Tier-2 supplier checks · 2. Sub-contracting
Sub-contractors outside the EU need a separate data agreement before any drawing is shared.
Supplier record · Nordic Seals
Data agreement: ended 30 Sept 2026. Renewal is with Legal.
Supplier record · Pellucid Optics
Data agreement signed 12 Aug 2026, valid for three years.
What's inside
Small, clear tools for each person in the chain.
Approvers get one Inbox. Owners get a process that runs itself. Leads get one view of what's late.
One Inbox, most urgent first
Everything waiting on you, across every workspace, sorted by how late it is.
Start from your team's template
Pick the steps for your team, or describe them in a sentence. Change them later without breaking work in flight.
Compare any two versions
See exactly what changed between v2 and v3, in the text and in the fields.
Clients and suppliers as guests
Invite an outside approver to one step. Their access ends on the date you set, and guests never take a seat.
See what's late across teams
Home shows what's waiting, on whom, and for how long, before anyone has to chase.
Find any version, even archived ones
Search final versions by default, or reach back into older versions and archived documents.
Security and trust
Built for the audit, not only for the team.
Your IT and security teams will ask the same questions every time. Here are the short answers.
People see what their step allows
Each step decides who can read, write and approve. Ask Docflo follows the same rules.
Every action is logged
The audit log records who did what, and when. Nobody can edit or delete an entry, and you can export it when an auditor asks.
Guests, on your terms
Clients and suppliers join as guests at one step. Their access ends on the date you set, and every guest is listed in one place.
Kept in India, backed up
Your organisation's documents are stored in Mumbai and backed up every night, encrypted. Files are scanned when they're uploaded.
| When | Who | What |
|---|---|---|
| 29 Oct 10:20 | KBKavya Bose | Approved "Tier-2 supplier checks" v3 at Compliance check |
| 28 Oct 17:05 | MDMeera Devi | Resolved a blocking comment on "Tier-2 supplier checks" |
| 28 Oct 16:45 | ACArjun Chopra · guest | Opened "Client sign-off" at With the client |
| 27 Oct 09:30 | PRPriya Rao | Added Arjun Chopra as a guest until 30 Nov |
| 24 Oct 08:00 | PRPriya Rao | Published process version 3 of Supplier onboarding |
Pricing
Three plans. Prices at launch.
Every plan has the process designer, every file format, Ask Docflo and the audit log. Guests never take a seat.
Individual
For someone working alone
Price at launch
- One member, plus guests
- Every process, format and version
- Ask Docflo and the audit log
Business
For teams, priced per seat
Price at launchper seat, a month
- Everyone on your team, one bill
- More guests at once
- A shared Ask Docflo allowance
- Export the audit log
Enterprise
Agreed with each organisation
Talk to us
- Everything in Business
- Limits agreed with you
- Longer audit history
New organisations start with a 7-day evaluation and no card. Prices are published before launch.
Questions
What people ask before they switch.
We already use SharePoint or Google Drive.
Keep them for storage. Docflo handles who approves, in what order and by when, and keeps the record of each decision. Word, Excel and PDF files work as they are.
Will people actually use it?
Most people only open their Inbox and press Approve or Request changes. The rest of Docflo is for the person who sets up the process.
How long does setup take?
About an afternoon from a template. You can rehearse the process with a pretend document before anyone else sees it.
Can clients and suppliers approve?
Yes. Invite them as guests at one step. Their access ends on the date you set, and guests never take a seat.
What can Ask Docflo see?
Only what the person asking can open. Every answer lists its sources, and it changes nothing unless you accept the change.
What will our security review need?
Every plan keeps an audit log nobody can edit, stores your documents in India with encrypted nightly backups, and scans uploaded files. Access follows each step of your process, for people and for Ask Docflo. Single sign-on and two-step verification are on the roadmap.
Set up your first process this afternoon.
Start from a template, rehearse with a pretend document, then send the real one. Your first approval goes on record the moment someone presses the button.