AI-Agents for Procurement Specialists working with Formstack

Formstack is one of the easiest ways to build custom forms that let you collect data your way.

Flag Possible Purchase Duplicates

Spot requests that may repeat earlier purchases in your review queue.

See possible repeat purchases in your review sheet, alongside the earlier requests you can compare before deciding what to do.

Works with24 tools
Send Agreement for Signature

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.

Works with32 tools
Request Supplier Form Corrections

Email suppliers the form details that disagree with approved orders.

Keep supplier setup aligned with your approved orders. When form details conflict, suppliers receive an email showing what to correct.

Works with32 tools
Check Purchase Reasons

Send precise questions when large purchase requests lack a clear reason.

Get the missing answers you need for large purchases, while complete requests arrive with a short summary and form link.

Works with37 tools
Flag Quote Mismatches

Compare purchase forms with supplier quotes for approval.

Your approver gets a clear quote check in the approval chat, including any supplier or total that conflicts with the purchase form.

Works with23 tools
Confirm Purchase Signatures

Confirm signed agreements before purchase requests move ahead.

Keep purchase requests moving after suppliers sign. Your confirmation form records the signed agreement link and closes the signature step.

Works with6 tools
Create Purchase Approval Tasks

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.

Works with20 tools
Published by Before We Buy
Attach Repeat Quotes

Add each resubmitted quote to its open purchase request.

Your approver finds the new supplier quote on the original purchase request, with its amount ready for review.

Works with10 tools
Attach Vendor Packets

Match submitted supplier packets to open purchase requests.

Your buyers find supplier paperwork beside the right purchase request, while your team handles mismatches.

Works with8 tools
Flag Purchase Total Mismatches

Calculate purchase totals and flag differences for review.

See the calculated amount and any difference on your purchase form before you review the request.

Works with7 tools
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