AI-Agents for Procurement in Approvals

Flag possible duplicate requests in the purchase review sheet.

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

Works with24 tools

Send approved supplier agreements for signature and update purchasing.

Your signer gets a private link to sign the agreement. Your coworker gets a separate link to view the request.

Works with32 tools

Link repeat supplier quotes to their purchase requests in the shared register.

Your sourcing team gets the repeat quote and original request in the shared register, ready to open from the same entry.

Works with8 tools

Compare revised supplier quotes with signed terms before approval.

See where a revised supplier quote differs from your signed customer agreement before you decide whether to approve it.

Works with12 tools

Send incomplete purchase requests back for missing buying details.

You can track emailed purchase requests on cards while employees get a clear list of missing details.

Works with4 tools

Ask requesters for missing reasons on large purchase forms.

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

Works with37 tools

Attach emailed supplier W-9s to matching purchase requests.

Your reviewers can find supplier W-9s on matching purchase requests instead of searching the paperwork mailbox.

Works with7 tools

Flag revised supplier quotes that change approved purchase terms.

See whether a supplier's replacement quote changes the terms on your purchase request before you decide again.

Works with7 tools

Return supplier contract requests missing a W-9 to the requester.

Your requesters get a clear W-9 correction email. Their contract tasks wait in your needs-documents section with a comment.

Works with26 tools

Request missing evidence by email before purchase approval.

Your requesters know what to add to their original purchase forms, while the approval waits for a reviewer.

Works with23 tools

Send approved supplier agreements for manager signature.

Your agreement reaches the named manager for online signature, and the requester gets a confirmation in the email thread.

Works with10 tools

Send supplier contracts for electronic signature.

Your final agreements reach the signers you list, and you get a reply with the invitation details in the original email thread.

Works with8 tools