Remind reviewers, return incomplete requests, ask for missing evidence. Every one is ready to run, and you can adjust it in plain language.
Email deal owners when project proposals are rejected.
Your deal owners get rejection emails when someone else created the proposal, so they know which offer needs revision.
Track emailed jobsite purchases and ask for missing details.
You can track emailed purchase requests on cards while employees get a clear list of missing details.
Request missing quotes before job purchases move to approval.
Your requesters know what to add to their original purchase forms, while the approval waits for a reviewer.
Flag missing invoice images on supplier bills before approval.
Your requester knows exactly what to add, and your approver can see why the bill is waiting.
Flag near-due material bills with missing receiving records.
Your payables lead gets a clear chat alert when a near-due bill lacks a receipt or still needs approval, with links and a question to resolve.
Request missing direct deposit forms from field crews in private chat.
Your payroll team can get missing authorizations moving without chasing employees manually. Employees receive a private request with a secure way to add the form.
Return purchase requests missing a department or needed date.
Keep incomplete purchase requests out of your approval queue and give requesters the exact fixes they need in chat.
Flag missing receipt files on supplier bills due soon.
Your payables lead sees missing receipts before bills come due, with the next owner named on the bill task.
Open tasks when material supplier edits delay contract signing.
Your procurement owner gets a clear task to resolve supplier edits that hold up an overdue signature.
Alert bid owners when proposal approval calls for revisions.
Your proposal owners get the rejection reason and a link in private chat, so they know what to revise before resubmitting.
Assign revision tasks when project proposals fail internal approval.
Your proposal owners get a revision task in their task list. They can open the proposal and see the reviewer's reason when provided.
Assign missing I-9 evidence tasks for jobsite hires.
Your onboarding coordinator gets a clear task when a hire approval lacks I-9 evidence. They can see the missing item and the hire packet link.