Return incomplete forms, send purchase orders, file agreements. Every one is ready to run, and you can adjust it in plain language.
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.
Open assigned follow-up tasks for supplier agreements past their signing target.
Your procurement owner gets a clear follow-up task when a supplier agreement still needs a signature past your target.
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 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.
Put overdue supplier agreements on each owner's task list.
Your procurement owners see unsigned supplier agreements on their task lists after the target signing date passes.
Send complete purchase requests to the named approver with evidence.
Complete requests reach your reviewer as approval tasks with the evidence and decision due date they need to act.