Check purchase facts, compare invoices, request missing proof. Every one is ready to run, and you can adjust it in plain language.
Summarize new supplier contracts and flag missing terms.
Your team gets a contract summary in chat, with the agreement's key terms, source links, and any details that need a closer look.
Capture supplier contract terms and dates for the team to check.
Your team gets a linked tracker row and a contract summary to check when someone shares a readable contract file in chat.
Brief teams on signed supplier commitments and deadlines.
Your stakeholders get a contract executive summary and signed PDF together, so they can check commitments and unclear terms.
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.
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.
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.
Compare bills missing order numbers with open purchase orders.
Your purchasing reviewer sees a likely order and its differences in team chat, or a clear reason the bill needs a closer look.
Close purchase signature steps after confirming their agreements are signed.
Your purchase task list catches up with signed agreements each business morning, so completed signatures no longer sit open.
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.
Hold changed order cards for a fresh purchasing review.
Your changed order cards get a linked approval review, and handoff waits for your procurement coordinator's decision.