Automate planning, tracking, and delivery of corporate gifts to clients and employees — from request to confirmation — all in one centralized, no-code SharePoint solution.
The Corporate Gift Management System is a smart and fully integrated platform built on SharePoint and powered by Infowise Ultimate Forms, designed to simplify and automate every aspect of the corporate gifting process. This solution enables marketing, HR, and administrative teams to plan, approve, and monitor gift campaigns, control budgets, manage vendors, and ensure every delivery is tracked and confirmed with full transparency.
Key Features Include:
- Centralized Gift Tracking: Manage all corporate gifts, campaigns, and recipients within a single form using Ultimate Forms: Forms and Associated Items.
- Automated Budget Calculations with Associated Items Summaries: Automatically calculate total gift value, delivery counts, and budget variance using real-time Associated Items Summaries.
- Recipient & Delivery Management: Track individual recipient records, monitor delivery statuses, and confirm receipt directly within the same form using inline Associated Items and lookup connections.
- Visual Progress & Status Indicators: Monitor delivery progress and campaign completion visually with Indicator and Color Choice columns.
- Alerts & Approvals: Use Ultimate Forms: Actions and Alerts to automate approval workflows, notify managers when budgets are exceeded, and send delivery confirmations or reminders to recipients.
How It Works:
- Submit a Gift Request: A manager or employee initiates a new corporate gift campaign by entering basic details such as gift type, department, occasion, and budget.
- Add Gift Items & Recipients: Add gift items and recipients directly within the same form using inline Associated Items for a seamless workflow.
- Automated Updates & Notifications: Ultimate Forms: Actions and Ultimate Forms: Alerts track delivery progress, and trigger budget alerts or confirmation emails to recipients.
- Monitor Delivery Progress: Managers can easily track delivery status, completed shipments, and remaining budgets in real time
Why Choose This Template?
The Corporate Gift Management System eliminates manual spreadsheets and disconnected tracking tools, replacing them with a modern, automated, and fully transparent process. Built entirely with Infowise Ultimate Forms, it streamlines every step—from planning and vendor management to delivery and confirmation—ensuring accuracy, accountability, and control across all your corporate gifting operations.
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