Use this plug-and-play template to get started with Pipefy for Purchasing and customize anything you want along the way.Use this Template
Requests arrive here and you can ask why the purchase is necessary, why and define who’s responsible for approval.
Request quotations from different suppliers, define which one best fits the request and assign who’s responsible for approval.
Make sure the responsible approves the purchase or not and justify the decision.
Here’s everything awaiting to be purchased. Find supplier’s info and payment method, attach the invoice and estimate a delivery date
Verify if the purchase items or hired services were provided accordingly using a delivery checklist.
Here are all the finalized purchasing requests that were properly delivered.
Keep a record of all requests that were suspended or denied.
Global Wireless Service Operator
Manages internal and external requests inside Pipefy.
Why they chose Pipefy:
- To maintain standardized, automated forms for information capture;
- Because the entire process is centralized in one tool;
- To ensure quick, independent implementation;
- Because it’s easy to use, which generates great team adoption.
Companies that reap the benefits of implementing Pipefy:
More Finance templates
Know each payment status, who’s responsible and never deal with delayed bills again.
Centralize and standardize the requests and stop toggling between email and spreadsheets.
Integrate Pipefy with your favorite tools and apps
Easily enable native apps like Slack, GitHub and Google Hangouts and integrate with hundreds of other tools via Zapier. Or, if you prefer, access our public API, that uses GraphQL data query language that is flexible and returns predictable results.Read more