Check purchase facts, compare invoices, request missing proof. Every one is ready to run, and you can adjust it in plain language.
Send complete vendor bids to evaluators and log the file revisions.
Your evaluator gets the proposal and price sheet together, and your review task shows which versions went out.
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.
Name missing supplier contract files on the approval request.
Your requester sees exactly which contract files are missing, while the approval stays in correction for follow-up.
Send complete purchase requests and quotes to budget owners in approval tasks.
Your budget owners get the purchase details and quote link together in an assigned task, ready to review.
Send supplier clearance findings to purchasing reviewers in chat.
Your purchasing reviewer gets the supplier's current status and request link in chat, with any clearance issue called out before approval.
Prepare a fresh review when an amended order outdates the prior decision.
Your coordinator gets a fresh review when a card's order reference changes, while the card stays on hold before handoff.
Mark purchase signature steps done when supplier agreements finish signing.
Your purchase task shows when the supplier agreement is signed, with a link your team can open.
Close purchase signature steps after verifying agreement completion.
Your purchase signature steps close after the linked agreement is complete, with the agreement link kept on the task.
Close purchase signature tasks when supplier agreements are signed.
Your purchase task shows the signed agreement as complete, so a finished signature no longer leaves the purchase looking stalled.