Close signed tasks, open follow-ups, carry revision notes. Every one is ready to run, and you can adjust it in plain language.
Put possible repeats beside each new request in your review sheet.
See possible repeat purchases in your review sheet, alongside the earlier requests you can compare before deciding what to do.
Review the current proposal and price sheet in one email.
Your evaluator gets the proposal and price sheet together, and your review task shows which versions went out.
Attach signed supplier agreements to your matching purchase tasks.
Your purchase tasks carry the completed supplier agreement link, so your team can open the right document from the order's task.
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.
Open a task to resolve supplier edits holding up an agreement.
Your procurement owner gets a clear task to resolve supplier edits that hold up an overdue signature.
Open tasks to follow up on overdue supplier agreement signatures.
Your procurement owner gets a clear follow-up task when a supplier agreement still needs a signature past your target.
Catch order changes that outdate a purchase approval before buying continues.
Your coordinator gets a fresh review when a card's order reference changes, while the card stays on hold before handoff.
Check changed supplier terms against the order before buying proceeds.
Your coordinator gets a pending review that shows changed supplier terms against the current order.
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.