Return incomplete forms, send purchase orders, file agreements. Every one is ready to run, and you can adjust it in plain language.
Give finance reviewers budget context on purchase requests.
Your finance reviewer can see the current budget balance beside a purchase request, without hunting through a separate sheet.
Keep incomplete requests waiting and alert requesters.
Your requesters know what to add to their original purchase forms, while the approval waits for a reviewer.
Route complete purchase requests to the right budget owners.
Your budget owners get the purchase details and quote link together in an assigned task, ready to review.
Keep incomplete purchase requests with requesters for correction.
Your requester sees a clear list of missing details on the purchase request, ready to fix before manager review.
Remind the current reviewer before a purchase approval is due.
Your current reviewer receives a timely card link before a purchase request is due. Your team can see when the reminder went out.
Send incomplete purchase requests back with specific questions.
Your budget owners get clearer purchase requests, and requesters know exactly what to add before review can continue.