AI-Agents for Procurement Specialists in Approvals

Check requests, surface missing proof, chase decisions. Every one is ready to run, and you can adjust it in plain language.

Flag Possible Purchase Duplicates

Spot requests that may repeat earlier purchases in your review queue.

See possible repeat purchases in your review sheet, alongside the earlier requests you can compare before deciding what to do.

Works with24 tools
Send Agreement for Signature

Send approved supplier agreements for signature and update the buyer.

Your signer gets a private link to sign the agreement. Your coworker gets a separate link to view the request.

Works with32 tools
Link Supplier Quotes

Match emailed supplier quotes to existing purchase requests.

Your sourcing team gets the repeat quote and original request in the shared register, ready to open from the same entry.

Works with8 tools
Return Incomplete Purchase Requests

Check emailed requests against intake rules and request missing facts.

You can track emailed purchase requests on cards while employees get a clear list of missing details.

Works with4 tools
Check Purchase Reasons

Send precise questions when large purchase requests lack a clear reason.

Get the missing answers you need for large purchases, while complete requests arrive with a short summary and form link.

Works with37 tools
Attach Supplier W-9s

Attach supplier W-9s to the purchase requests you manage.

Your reviewers can find supplier W-9s on matching purchase requests instead of searching the paperwork mailbox.

Works with7 tools
Flag Revised Quotes

Record revised prices or scope on approved purchase requests.

See whether a supplier's replacement quote changes the terms on your purchase request before you decide again.

Works with7 tools
Return Incomplete Contract Requests

Flag missing W-9s before supplier contracts reach approval.

Your requesters get a clear W-9 correction email. Their contract tasks wait in your needs-documents section with a comment.

Works with26 tools
Request Purchase Evidence

Flag incomplete purchase requests and ask for missing proof.

Your requesters know what to add to their original purchase forms, while the approval waits for a reviewer.

Works with23 tools
Published by Approvals Essentials
Request Manager Signature

Send approved supplier agreements to managers for signature.

Your agreement reaches the named manager for online signature, and the requester gets a confirmation in the email thread.

Works with10 tools
Send PDF Signature Requests

Send supplier agreements to the required signers.

Your final agreements reach the signers you list, and you get a reply with the invitation details in the original email thread.

Works with8 tools
Escalate Late Purchase Approvals

Flag late purchase approvals before supplier quotes expire.

Your escalation owner gets a clear overdue case in team chat. The quote and decision needed appear together.

Works with13 tools
Published by Approvals Essentials
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