Close signed tasks, open follow-ups, carry revision notes. Every one is ready to run, and you can adjust it in plain language.
Add completed agreement links to the purchase tasks you manage.
Your team can open completed agreements from purchase tasks, even when those tasks started without links.
Show signed supplier agreements on the matching purchase tasks.
Your purchase task shows when the supplier agreement is signed, with a link your team can open.
Close purchase signature steps after verifying supplier agreements are signed.
Your purchase task list catches up with signed agreements each business morning, so completed signatures no longer sit open.
Confirm linked agreements are complete before finishing purchase steps.
Your purchase signature steps close after the linked agreement is complete, with the agreement link kept on the task.
Assign a task to correct a supplier's email and resend the agreement.
Get a task to fix the signer address and resend the request when a supplier agreement's signing email fails after its target date.