AI-Agents for Procurement Specialists in Audit Trail

File signed agreements, keep order receipts, bundle handoffs. Every one is ready to run, and you can adjust it in plain language.

Send Agreements for Signature

Send approved supplier contracts for signature and share signer links.

Your agreement reaches the intended signers, and their invitation links return to the email thread that started the request.

Works with5 tools
Send Signature Requests

Send approved supplier agreements for signature and return signer links.

Your signers get personal signature requests from the final agreement you email, and you get a reply with the invitation wording and their links.

Works with5 tools
File Signed Agreements

File signed supplier agreements and the matching signing logs.

Your signed agreements and signing logs land together in the restricted folder you choose, and the owner gets links to both PDFs.

Works with5 tools
Request Agreement Signatures

Send approved supplier agreements for signature and notify the owner.

Your agreements move from approval to signature requests, and owners get a link to follow signing.

Works with4 tools
Request PDF Signatures

Send approved supplier agreements to named signers.

Your agreement reaches the named signers with their own fields, and you get a link showing who received it and in what order.

Works with8 tools
Send Contract Signature Requests

Send approved supplier agreements to their assigned signers.

Your contracts reach the right signers after your team approves them, with the send date visible on the contract.

Works with4 tools
Draft Purchase Orders

Group uncovered job materials into supplier draft orders.

Get draft purchase orders for missing materials on upcoming ServiceM8 jobs, with job notes that flag gaps before crews start work.

Works with4 tools
Create Draft Purchase Orders

Draft orders using supplier terms for counted items needing replenishment.

Get draft purchase orders after warehouse counts. Review supplier groups, quantities, prices, and expected arrival dates.

Works with
File Received Agreements

File supplier-sent agreements where you can find their signed terms.

Find signed supplier terms in the folders you choose, while unclear packets stay in your inbox for review.

Works with
File Supplier Agreements

Place each signed supplier agreement in its mapped folder.

Find signed supplier agreements and their certificates together in the supplier folders your team uses.

Works with
Send Agreement for Signature

Send approved supplier agreements for signature and confirm the send date.

Your signer gets an online signature request for the agreement PDF, and you get the recipient and send date in the original email thread.

Works with6 tools
Send Agreement Signing Links

Send approved supplier agreements for signature and confirm the send.

Your signer gets a signing link with the agreed deadline, and the agreement owner sees when the request went out.

Works with
13–24 of 24