Check purchase requests, send orders, bundle finance records. Every one is ready to run, and you can adjust it in plain language.
Email the purchasing team supplier cost changes that cross its limits.
Get a price change alert when a supplier's revised list crosses your buying limits, with both costs and the source list.
Attach signed supplier agreement links to purchase tasks by order number.
Your purchase tasks carry the completed supplier agreement link, so your team can open the right document from the order's task.
Attach each revised supplier quote to its original purchase request.
Your approver sees the supplier's new quote on the original purchase request, with a link back to the buyer's task.
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.