Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.
Keep contract requests missing a W-9 out of the approval queue.
Your requesters get a clear W-9 correction email. Their contract tasks wait in your needs-documents section with a comment.
Keep purchase tasks tied to the signed agreement for each order.
Your purchase tasks carry the completed supplier agreement link, so your team can open the right document from the order's task.
Keep completed agreements accessible from your team's purchase tasks.
Your team can open completed agreements from purchase tasks, even when those tasks started without links.
Put overdue supplier edit requests in the owner's task list.
Your procurement owner gets a clear task to resolve supplier edits that hold up an overdue signature.
Add signed supplier links to your team's purchase tasks.
Your purchase tasks show the signed agreement link, so coworkers can open it without searching the approval card.
Surface overdue supplier signatures on assigned task lists.
Your procurement owners see unsigned supplier agreements on their task lists after the target signing date passes.