Purchase Process Free Template

#Finance & Procurement

Stop executing your Purchase Process with spreadsheets, emails and legacy systems that hold up your team’s productivity. Gain full visibility over your Purchase Process, keep track of each procurement and get necessary approvals hassle-free and on time.

The final piece to a flawless purchasing workflow

Pipefy’s template gives you full visibility and control over your Purchase Process, from screening and quotation to final delivery. Stop missing deadlines by monitoring due dates, apply labels and filters to priority tasks and incorporate rules to meet your SLAs.

Ensure a flawless purchasing workflow by automating key steps, like approval flows or sending contracts. Integrate Pipefy with your legacy tools and software to further streamline your operation and manage your end-to-end purchasing processes in a single place.

Everything you need for impeccable execution

Full visibility

Monitor the status of each purchase request and enhance transparency with team members or suppliers.

Automate manual tasks

Automate operational demands and make it hassle-free.

Plug in the missing piece

Integrate your Purchase Process to any other software to achieve a streamlined purchasing process.

Stop chasing the information you need to get started

Stop chasing information around or asking people individually for the details. With Pipefy, you save tons of time by standardizing your forms so you’ll receive all of the information you need to get started on a request. Share your form via service portal or public form so all requests come to you in a single channel.

By standardizing how you receive information, you can ensure that the finance team will have all of the data they need to start processing a request.

Ensure quality execution and make it flexible

Ensure your team follows the same quality of execution in each step of the Purchasing Process, from screening to complete procurement. Reduce your purchasing cycle by automating manual tasks, like updating spreadsheets, sending quotations, sharing status updates or asking for approvals.

It’s also possible to connect and integrate your Pipefy process to other tools like legacy financial systems and ERPs, to enhance your team’s capabilities even further.

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Keep track of essential indicators

Leverage this template to keep track of relevant Purchasing Process indicators. Track critical data in tailor-made Dashboards, like the total spent by company area, average lead time, total spent vs. total budget, and many others. Revise and optimize your process based on data-driven metrics.

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.

No/low-code

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

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