Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.
Send current proposal files to the evaluator in one email.
Your evaluator gets the proposal and price sheet together, and your review task shows which versions went out.
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.
Attach each revised supplier quote to its original purchase request.
Your approver sees the supplier's new quote on the original purchase request, with a link back to the buyer's task.
Pass purchase request decisions to the assigned task owner.
Your task owner sees the form decision and next step in their task, with a link back to the original submission.
Compare amended purchase cards with order terms before requesting review.
Your coordinator gets a fresh review when a card's order reference changes, while the card stays on hold before handoff.
Carry approved amounts and document links into supplier setup.
Your onboarding team gets a clear next task, with the purchase approval and supplier documents close at hand.
Add completed supplier agreement links to their purchase tasks.
Your purchase task shows when the supplier agreement is signed, with a link your team can open.
Check agreement status before closing purchase signature tasks.
Your purchase signature steps close after the linked agreement is complete, with the agreement link kept on the task.
Complete the linked purchase task and point to the signed agreement.
Your purchase task shows the signed agreement as complete, so a finished signature no longer leaves the purchase looking stalled.