Agents help Procurement Specialists keep purchasing moving.
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.
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.
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.
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.
Flag gaps between supplier agreements and contract entries.
Your team gets a contract summary in chat, with the agreement's key terms, source links, and any details that need a closer look.
Log supplier agreement values and dates from shared files.
Your team gets a linked tracker row and a contract summary to check when someone shares a readable contract file in chat.
Send approved supplier agreements and track signer links on the ticket.
Your signers get the agreement to sign, and their request links appear on the contract ticket without copying details between tools.
Match signed supplier agreements to purchase tasks by order number.
Your purchase tasks carry the completed supplier agreement link, so your team can open the right document from the order's task.
Close purchase signature steps after filing signed agreements.
Your purchase task has the signed supplier agreement beside a completed signature step, ready for your team to move ahead.
Link completed supplier agreements to the purchase tasks you handle.
Your team can open completed agreements from purchase tasks, even when those tasks started without links.
Send approved supplier agreements to their listed signers.
Your Word agreements reach the right signers in order, with a record of the sent request on the handoff task.
Assign follow-up on supplier edits blocking a late signature.
Your procurement owner gets a clear task to resolve supplier edits that hold up an overdue signature.