Procurement request – banking

Template

This process serves in the purchase request. You will find approval, bidding and negotiation phases among others. As a differential there are phases that focus on analysis and risk assessment, legal analysis and inputs such as taxonomy, conflict of interest, in addition to automatic emails receiving new demand, conclusion of the same and notice when filed.

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Template structure

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  1. Request number
  2. Email
  3. Name
  4. Type of demand
    • Product
    • Service
  5. Request description
  6. What do you need this product or service for?
  7. Attach the detailed scope of this product or service.
  8. Do you have budget for this purchase?
    • Yes
    • No
  9. Current available budget
  10. Department
    • Administrative
    • Financial
    • Marketing
    • IT
    • Sales
  11. Will outsourcing be required?
    • Yes
    • No
  12. Claim type
    • Legal
    • Collection
    • Consulting
    • Advisory
  13. If it is a service, for how long will it be rendered?
    • Less than 3 months
    • More than 3 months
  14. Have you already got suppliers to consult?
    • Yes
    • No
  15. Suppliers’ name
  16. Do you know our conflict of interest policy?
    • Yes
    • No
  17. Is there any conflict of interest with the suppliers at hand?
    • Yes
    • No
  18. If so, what is it?

Approval

  1. Manager responsible for approval
  2. Approval
    • Approved
    • Not approved
  3. If the claim has not been approved, explain why.

Supplier risk analysis

  1. Supplier company
  2. Supplier contact’s name
  3. Risk of hiring – supplier 1
    • 1
    • 2
    • 3
    • 4
    • 5
  4. Additional comments
  5. Supplier company 2
  6. Supplier 2 contact’s name
  7. Risk of hiring – supplier 2
    • 1
    • 2
    • 3
    • 4
    • 5
  8. Additional comments

Quotation

  1. Price
  2. Payment method
    • Cash
    • Credit card
    • Invoice
  3. Expected delivery date
  4. Received proposal
  5. Quotation assignee
  6. Price
  7. Payment method
    • Cash
    • Credit card
    • Invoice
  8. Expected delivery date
  9. Annex to received proposal

Negotiation

  1. Final value
  2. Form of payment
    • Cash
    • Credit Card
    • Invoice
    • Other
  3. If other, please specify.
  4. Final delivery time
  5. Do you need legal analysis?
    • Yes
    • No
  6. Legal details

Purchase completion

  1. Please attach proof of payment.
  2. Delivery due date
  3. Has the supplier met the due date?
    • Yes
    • No

Completed request

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