Return incomplete forms, send purchase orders, file agreements. Every one is ready to run, and you can adjust it in plain language.
Send approved material orders to suppliers with the final PDF.
Your suppliers get the purchase orders they need to start work, and your team has a sent copy to track what went out.
Route project purchase requests with quotes to budget owners.
Your budget owners get the purchase details and quote link together in an assigned task, ready to review.
Start supplier setup for approved project purchases.
Your onboarding team gets a clear next task, with the purchase approval and supplier documents close at hand.
Nudge overdue approvals for jobsite materials purchases.
Your approvers get a focused reminder on the open task, so you spend less time chasing overdue purchase decisions.
Open follow-up tasks for overdue materials supplier signatures.
Your procurement owner gets a clear follow-up task when a supplier agreement still needs a signature past your target.