Check purchase requests, send orders, bundle finance records. Every one is ready to run, and you can adjust it in plain language.
Get source-backed alerts for supplier costs that cross set limits.
Get a price change alert when a supplier's revised list crosses your buying limits, with both costs and the source list.
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.
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.
Check purchase forms before creating tasks for budget review.
Your budget owners get the purchase details and quote link together in an assigned task, ready to review.
Check proposed suppliers against current approval statuses.
Your purchasing reviewer gets the supplier's current status and request link in chat, with any clearance issue called out before approval.
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.
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.