Procurement Approval Process Free Template
Review and approve documents across your company with Pipefy’s procurement approval process template. Customize it easily, use it to automate requests, and send notifications to keep everything on track.
Build an organized procurement approval process
Whether is a budget, an invoice, a purchase, or a contract, you must keep your procurement cycle well organized. To do so, try our procurement approval process template where you can create custom forms to receive requests and set automatic emails to inform your team or guest users when their requests are approved or not.
Maximize your team’s efficiency and save time by creating a standardized process so you don’t miss any information.
Get started with Pipefy today to learn how our tools can help streamline your approval processing!
Try Pipefy’s procurement approval process template
Create custom forms to gather information with this procurement approval process template.
Automate manual tasks
Send emails, assign team members, and improve efficiency with Pipefy’s automations
Improve every day
Extract real-time data to enhance your process continuously.
Collect everything in one place
Collect and organize requests with Pipefy’s procurement approval process template. You can count on resources such as forms and portals to gather all the information you need and create an amazing experience for your external and internal clients.
Adapt Pipefy’s forms as you wish and share them through a unique link on any channel, making it accessible to all your stakeholders.
This template is flexible, so you can modify the Kanban board’s fields, formats, and other visual components. Choose mandatory information and receive all submissions in a single place to get started with your approvals.
Work better and faster
If you are looking for an procurement approval process template to improve your team’s efficiency, try Pipefy’s solution now.
This is a jumpstart on process requiring standardization, streamlined communication with all parties involved, and quickly spotting bottlenecks before they become risks.
Create checklists, approvals criteria, and customize your Kanban board with the information you need to deliver compelling work.
Improve what you can
Pipefy’s procurement approval process template comes with a suggestion of Dashboard that extracts real-time data from your process, turning it into charts that help you analyze metrics, and track your team’s performance.
Adapt this template for your needs and hit the ground running
Fast and simple to deploy
Get started with your process in minutes with this easy-to-use template.
Customize your unique needs without help from the IT department.
Wide app integrations
Connect your ERP, HRIS, CRM, and other existing tools with Pipefy to build a truly integrated operation.
Procurement Request (Banking)
This process serves in the purchase request.
Risk Management Plan
It will help you avoid issues that might occur.
Standardize requests, prioritize approvals and communicate faster than ever.