Gather review files, compare deal terms, return incomplete forms. Every one is ready to run, and you can adjust it in plain language.
Store merged PDFs in the shared folder and link each request.
Your reports or invoices become a single PDF in your shared folder, with a link on the request you submitted.
Keep new packet files with the document review already underway.
Your reviewer sees missing files on the pending approval item, even when a requester adds them after the review starts.
Check contract packet versions and flag missing files for correction.
Your requester sees exactly which contract files are missing, while the approval stays in correction for follow-up.
Pair each project document with a summary and source link.
Get a JSON file with key facts from new intake documents, plus a short summary and clear notes on anything you need to review.
Link replacement certificates to earlier decisions and pending reviews.
Keep supplier certificate review and approval tied to current terms, with replacements held for your procurement coordinator's decision.