AI-Agents for Procurement in Status Updates working with Box

Link signed agreements, close signature steps. Every one is ready to run, and you can adjust it in plain language.

Send Agreement for Signature

Send approved supplier agreements for signature and update purchasing.

Your signer gets a private link to sign the agreement. Your coworker gets a separate link to view the request.

Works with32 tools
Request Manager Signature

Send approved supplier agreements for manager signature.

Your agreement reaches the named manager for online signature, and the requester gets a confirmation in the email thread.

Works with10 tools
Post Contract Executive Summary

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.

Works with15 tools
Send PDF Signature Requests

Send approved supplier contracts for signature and link requests to tickets.

Your signers get the agreement to sign, and their request links appear on the contract ticket without copying details between tools.

Works with14 tools
Attach Agreement Links

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.

Works with12 tools
Link Completed Agreements

Add completed supplier agreement links to purchase tasks.

Your team can open completed agreements from purchase tasks, even when those tasks started without links.

Works with8 tools
Open Signature Follow-Ups

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.

Works with8 tools
Published by Before We Buy
Update Purchase Signature Steps

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.

Works with8 tools
Published by Before We Buy
Close Purchase Signature Steps

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.

Works with10 tools
Verify Agreement Completion

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.

Works with9 tools
Send Agreement for Signature

Send approved supplier contracts for signature and confirm the send date.

Your signer gets an online signature request for the agreement PDF, and you get the recipient and send date in the original email thread.

Works with6 tools
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