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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

Standardize requests

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.

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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.

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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.

Connect Pipefy to your favorite software with ease

Finance and Purchasing Teams love Pipefy

Pipefy gives us the control we need to ensure everyone abides by our rules and policies. It’s the best solution on the market if you want something you can customize to your needs to take control of your procurement process.

Mauricio Rizzi Customer Service and Procurement Manager

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