Return incomplete forms, send purchase orders, file agreements. Every one is ready to run, and you can adjust it in plain language.
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.
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.
Put stalled supplier agreements on the owner's follow-up list.
Your procurement owner gets a clear follow-up task when a supplier agreement still needs a signature past your target.
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.
Complete purchase signature steps tied to finished agreement envelopes.
Your purchase task list catches up with signed agreements each business morning, so completed signatures no longer sit 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.