Return incomplete forms, send purchase orders, file agreements. Every one is ready to run, and you can adjust it in plain language.
Attach signed materials agreements to the matching purchase tasks.
Your purchase tasks carry the completed supplier agreement link, so your team can open the right document from the order's task.
Attach completed supplier agreement links to construction purchase tasks.
Your team can open completed agreements from purchase tasks, even when those tasks started without links.
Close purchase steps after vendor agreements are fully signed.
Your purchase task list catches up with signed agreements each business morning, so completed signatures no longer sit open.
Confirm agreement completion before finishing project purchase steps.
Your purchase signature steps close after the linked agreement is complete, with the agreement link kept on the task.