Procurement Request (Banking) Free 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, the conclusion of the same, and notice when filed.
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.
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
Car Procurement Process
Obtain insurance and other documents necessary to put the car to use.
Financial Risk Management
Designed to support decisions related to the selection of customers.