Return incomplete forms, send purchase orders, file agreements. Every one is ready to run, and you can adjust it in plain language.
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.
Send approved purchase orders to suppliers and keep a sent copy.
Your suppliers get the purchase orders they need to start work, and your team has a sent copy to track what went out.
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.
Move approved purchases into supplier setup with a named owner.
Your onboarding team gets a clear next task, with the purchase approval and supplier documents close at hand.
Remind the approvers holding up supplier purchase decisions.
Your approvers get a focused reminder on the open task, so you spend less time chasing overdue purchase decisions.
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.
Assign 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.