Purchasing Template

Use this plug-and-play template to get started with Pipefy for Purchasing and customize anything you want along the way.

How this template will make your work easier

This is why thousands of companies are choosing Pipefy

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Standardize every step

From the way requests arrive to how you get all the approvals needed, Pipefy helps you to enforce standards along the processes and frees you from chasing information.

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Get the approvals easily

Assigning and notifying those responsible for approving a purchase will be only a click away. No more emailing, texting and calling people to get approvals.

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Communicate quickly

Centralize and automate the interactions with requesters, approvers and suppliers to make sure everybody is up to date and satisfied.

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Ensure error-proof purchases with customized integrations

Build the bridge among financial systems, teams and suppliers. By integrating Pipefy with ERPs and other apps, you ensure automatic payment updates, sync purchasing information and gain visibility over your cash flow.

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Every step to process Purchasing orders impeccably

From request to payment, Pipefy helps you make sure everything runs according to your standards

1

Screening

Requests arrive here and you can ask why the purchase is necessary, why and define who’s responsible for approval.

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2

Quotation

Request quotations from different suppliers, define which one best fits the request and assign who’s responsible for approval.

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3

Approval

Make sure the responsible approves the purchase or not and justify the decision.

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4

Purchase

Here’s everything awaiting to be purchased. Find supplier’s info and payment method, attach the invoice and estimate a delivery date

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5

Delivery

Verify if the purchase items or hired services were provided accordingly using a delivery checklist.

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6

Done

Here are all the finalized purchasing requests that were properly delivered.

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7

Archived

Keep a record of all requests that were suspended or denied.

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Start processing your Purchasing orders with Pipefy today

See how Purchasing looks like in Pipefy

Watch the video and have a glimpse of how you’ll improve your work using Pipefy for Purchasing

You’ll be in great company

Companies of all sizes around the world trust Pipefy to help them streamline and take control of their processes. This is one successful story:

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.
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Companies that reap the benefits of implementing Pipefy:

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Start processing your Purchasing orders with Pipefy today