Approval Processing

Template

Control the approval flow of your procurement process using the Pipefy’s Approval Processing Template, go through approval layers and inform the buyer when their requirements have been approved or rejected.

Use template now

 

Template structure

See how this template is structured. As this is just an example, you can customize it.

Check and review

These are the requirements for analysis.

  • 1. Is the required budget available for this purpose?

    • Yes. Fill out the fields in this phase.
    • No. Move the card to "Rejected".
  • 2. Document review

    • OK. Move the card to the next phase.
    • Not OK. Move to "Rejected".

Cost center approval

 

  • 1. Has it been approved?

    • Yes. Move the card to the next phase.
    • No. Fill in the field below, then move the card to "Rejected".
  • 2. Reason for rejection

Fiduciary approval

 

  • 1. Has it been approved?

    • Yes, and no need for further approval. Move the card to "Approved".
    • Yes, but further approval is required. Move the card to "Purchasing manager approval".
    • No. Fill in the field below, then move the card to "Rejected".
  • 2. Reason for rejection

Purchasing manager approval

 

  • 1. Has it been approved?

    • Yes. Move the card to "Approved".
    • Yes, but further approval is required. Move the card to "CFO approval".
    • No. Fill in the field below, then move the card to "Rejected".
  • 2. Reason for rejection

Has it been approved?

 

  • 1. Has it been approved?

    • Yes. Move the card to "Approved".
    • No. Fill in the field below, then move the card to "Rejected"
  • 2. Reason for rejection

Approved

 

Rejected

 

Welcome aboard

Trusted by 60k users, this could be the beginning of something great.

Use this template

Contact us

Do you have a specific process to manage: