Check requests, surface missing proof, chase decisions. Every one is ready to run, and you can adjust it in plain language.
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.
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.
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.
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.
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.
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.
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.
Escalate overdue purchase approvals with the current quote attached.
Your escalation owner gets a clear overdue case in team chat. The quote and decision needed appear together.
Flag supplier or amount conflicts in the purchase approval chat.
Your approver gets a clear quote check in the approval chat, including any supplier or total that conflicts with the purchase form.
Flag purchase requests that break spending rules for policy review.
Your policy owner gets a private alert when a purchase request breaks your spend rules, so they can choose the next reviewer.
Send old and new suppliers on approved purchase requests for reapproval.
Your approver sees supplier changes after approval. Both supplier names and the request link arrive in chat.
Reject incomplete requisitions and message requesters what to fix.
Keep incomplete purchase requests out of your approval queue and give requesters the exact fixes they need in chat.