Business Process Gallery
Production-ready business scenarios powered by REFRACT PLATFORM™.
Explore real-world scenarios and see how organizations automate, secure, and govern their documents and workflows with REFRACT PLATFORM.
ERP → Accessible Document
Accessible by design.
Scenario
A Business Central sales order becomes a seven-page PDF a screen reader can follow, tagged as it renders and checked by REFRACT, PAC and veraPDF.
Business Value
- No remediation step afterwards
- Brand colours kept where they read
- Evidence filed next to the document
Sales to Signature
Automated sales document approval and electronic signing.
Scenario
Automatically generate sales documents, route approvals, collect electronic signatures, and archive the final signed document.
Business Value
- Accelerated sales approvals
- Electronic signing
- Complete compliance evidence
Vendor Payment to Verified Delivery
Secure remittances, batch verification, and traceable delivery.
Scenario
Generate payment remittances, verify document batches before release, and securely deliver documents with complete lifecycle traceability.
Business Value
- Batch governance before distribution
- Secure document delivery
- End-to-end audit trail
Lead to Customer Welcome
Automated welcome packages that delight new customers.
Scenario
Automatically generate personalized welcome documents when a lead becomes a customer and securely deliver the onboarding package.
Business Value
- Automated customer onboarding
- Consistent customer experience
- Zero manual document preparation
Opportunity to Contract
From opportunity to signed contract with full compliance.
Scenario
Generate contracts directly from sales opportunities, route internal approvals, collect customer signatures, and maintain append-only audit records.
Business Value
- Faster contract execution
- Automated approval workflow
- Append-only audit evidence
Production-ready solution blueprints
REFRACT Packs™ combine platform capabilities into reusable business processes.
Each REFRACT Pack™ includes templates, workflows, guided forms, delivery options, governance, and implementation guidance, ready to accelerate deployment while following proven implementation patterns.
Every organization is different
Don't see your business process?
The Business Process Gallery showcases common production scenarios, but REFRACT PLATFORM™ is designed to adapt to your business processes, not the other way around, whether you're extending Microsoft Dynamics 365, Microsoft Power Platform, SharePoint, or another enterprise application.