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Creation and approval of suppliers, materials, and assets

SUPPLIERS, MATERIALS AND ASSETS

Every request, organized.
Every approval, traceable. #

Centralize requests, documents and reviews in a configurable process for procurement and finance.

Requests #

Supplier onboardingUnder review
Material requestAwaiting approval
Asset acquisitionApproved
DocumentationContractTax identificationCatalog / specificationsOther documents

Configurable approval workflow

Illustrative example

Three request types. One organized process. #

Manage suppliers, materials and assets with forms and approvals tailored to your needs.

Suppliers #

Collect details and documentation to begin onboarding.

Materials #

Receive specifications and purchase requests.

Assets #

Manage acquisition requests and their approvals.

From request to approved record. #

A structured, transparent process you can adapt to your organization.

1

Collect #

Digital forms for suppliers and internal teams.

2

Review #

Check the required data and documents.

3

Approve #

Route the request to the assigned reviewers.

4

Centralize #

Keep the records and connect information to your systems.

Example of a process configurable for your organization.

Ask for the right information
from the start. #

Adapt your forms with required fields, logic and supporting documents.

Requester details #

Capture the information needed for each type of request.

Request data #

Define fields, options and validations.

Attachments #

Ask for the supporting files each request needs.

Supplier onboarding request #

Company name
Tax identification
Contact email
Attach documentationDrag files here or select from your computer

Submit request

Example supplier registration form

Supplier file #

Contract
Certificate
Invoice
  1. Documents received
  2. Reviewed
  3. Approved

Illustrative example

Documents and approval records
in one place. #

Organize supporting documents for each request and review recorded actions throughout the process.

Searchable repository #

Find documents and requests easily.

Change and approval history #

See who performed each action.

Document tracking #

View the status of required files.

Keep your data moving. #

Connect approved information to your ERP or procurement system.

FormsApproved requests

LegaleProcess and control

ERP / ProcurementUpdated data

Organize supplier onboarding.
Simplify approvals. #

Let’s talk about your forms, documents and process owners.

Request a demo

Request a tailored demo #

Tell us about your supplier, material or asset approval process.


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