Purchase Process


Pipefy’s Purchase Process Template is a simple and efficient workflow system, designed to centralize your team’s purchase requisitions.

With its linear phase view, this template allows procurement teams to accompany all phases of the purchase process: from opening the request, passing through approvals and quotations and ending when the products are received and verified properly.

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Pipefy's Purchase Process Template

Template structure

See how this template is structured. As this is just an example, you can customize it.

This is where all purchase requests arrive.

  1. Responsible for approval
  2. Is this purchase approved?
  3. Justify

Request quotations from different suppliers.

  1. Supplier 1
  2. Supplier 2
  3. Supplier 3
  4. Quotations
  5. Which supplier best fits the request?
  6. Total amount
  7. Approval responsible

These are all the requests pending purchase approval.

  1. Do you approve the purchase?
    • Yes
    • No
  2. Justify

Product/service awaiting to be purchased.

  1. Supplier’s info
  2. Payment method
    • Credit card
    • Debit card
    • Direct debit
    • Bank transfer
    • Check
    • Cash
  3. Paid on
  4. Attach the invoice
  5. Estimated delivery date

Verifying if the purchase itens/hired services were provided accordingly.

  1. Delivery checklist
    • Invoice
    • Product or service in accordance with what was purchased
  2. Notes


Finalized requests, received goods!


Old and denied requests…

Welcome aboard

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